← All themes

Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1776	Edgar Lomax Company Kingstowne, Virginia	$47.2M	-$15.4M	1	2.77%	Reduced
1777	CBT Central Bank & Trust Lexington, Kentucky	$47.2M	-$204K	8	7.53%	Reduced
1778	Iyo Bank Matsuyama, Japan	$47.1M	+$5.78M	4	13.93%	Increased
1779	Berger Financial Group Plymouth, Minnesota	$47M	-$3.67M	7	5.98%	Reduced
1780	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$47M	-$33.7M	6	4.96%	Reduced
1781	SevenBridge Financial Group Harrisburg, Pennsylvania	$46.9M	-$2.74M	7	16.46%	Reduced
1782	TrustCore Financial Services Brentwood, Tennessee	$46.8M	+$11.3M	19	4.04%	Increased
1783	Perennial Advisors New York	$46.8M	+$3.15M	4	12.41%	Increased
1784	Alley Investment Management Company Lake Forest, Illinois	$46.7M	+$45.2M	4	7.71%	New
1785	Texas Yale Capital Corp St. Petersburg, Florida	$46.7M	-$699K	7	2.55%	Reduced
1786	Anchor Capital Advisors Boston, Massachusetts	$46.7M	-$539K	5	0.99%	Reduced
1787	Cantor Fitzgerald Investment Advisors New York	$46.7M	+$19.7M	7	2.09%	Increased
1788	Rice Partnership Honolulu, Hawaii	$46.5M	-$1.55M	5	13.41%	Reduced
1789	Jackson Square Capital San Francisco, California	$46.5M	+$383K	7	14.49%	Increased
1790	River Global Investors London, United Kingdom	$46.4M	-$2.58M	7	6.1%	Reduced
1791	Sargent Bickham Lagudis Boulder, Colorado	$46.4M	-$5.6M	18	3.61%	Reduced
1792	Trexquant Investment Stamford, Connecticut	$46.4M	-$100K	14	2.18%	Reduced
1793	Stokes Family Office New Orleans, Louisiana	$46.4M	+$16.4K	6	6.16%	Increased
1794	American Assets Investment Management San Diego, California	$46.3M	+$576K	6	4.9%	Increased
1795	Engle Capital Management Greenwich, Connecticut	$46.3M	+$7.75M	1	9.94%	Increased
1796	Nixon Peabody Trust Boston, Massachusetts	$46.2M	-$1.88M	4	15.9%	Reduced
1797	American National Insurance Galveston, Texas	$46.2M	-$10M	7	12.47%	Reduced
1798	CAM Centre Asset Management New York	$46.1M	+$12.9M	3	14.49%	Increased
1799	IIA IPG Investment Advisors San Diego, California	$46M	-$570K	6	8.8%	Reduced
1800	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$46M	+$456K	4	11.87%	Increased