← 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	NBC Securities Birmingham, Alabama	$83.5M	+$936K	19	6.42%	Increased
1777	No Street GP LP San Francisco, California	$83.5M	+$18.7M	1	5.49%	Increased
1778	Auxier Asset Management Aurora, Oregon	$83.3M	+$178K	7	11.68%	Increased
1779	James Investment Research Alpha, Ohio	$83.2M	-$1.23M	5	9.09%	Reduced
1780	Arete Wealth Advisors Chicago, Illinois	$83.1M	+$3.84M	12	5.21%	Increased
1781	TenCore Partners New York	$83M	-$7.62M	3	36.76%	Reduced
1782	Colonial Trust Spartanburg, South Carolina	$82.9M	+$2.16M	18	11.17%	Increased
1783	Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$82.8M	-$4.17M	17	19.63%	Reduced
1784	SFMG Wealth Advisors Plano, Texas	$82.8M	+$2.07M	7	5.74%	Increased
1785	Hennion & Walsh Asset Management Parsippany, New Jersey	$82.8M	+$3.08M	10	3%	Increased
1786	Kora Management Brooklyn, New York	$82.7M	-$54.2M	1	8.78%	Reduced
1787	AIS AM Investment Strategies Chattanooga, Tennessee	$82.6M	-$2.09M	6	17.94%	Reduced
1788	Perennial Advisors New York	$82.6M	+$474K	7	14.31%	Increased
1789	Strategic Blueprint Atlanta, Georgia	$82.6M	+$3.18M	9	3.6%	Increased
1790	Brasada Capital Management Houston, Texas	$82.5M	+$4.34M	5	13.9%	Increased
1791	Lincoln Capital Lincoln, Nebraska	$82.2M	-$1.47M	6	15.41%	Reduced
1792	Heron Bay Capital Management Bloomfield Hills, Michigan	$82.2M	-$2.52M	4	15.35%	Reduced
1793	Brian C. Broderick	$82M	-$873K	6	15.57%	Reduced
1794	Shapiro Capital Management Atlanta, Georgia	$81.8M	-$15.6M	1	3.54%	Reduced
1795	Simon Quick Advisors Morristown, New Jersey	$81.4M	+$3.6M	7	3.68%	Increased
1796	Lighthouse Investment Partners Palm Beach Gardens, Florida	$81.1M	-$18.7M	6	2.46%	Reduced
1797	Bellevue Asset Management Bellevue, Washington	$81M	+$435K	8	37.28%	Increased
1798	ARGA Investment Management Stamford, Connecticut	$80.9M	$0	1	2.15%	Maintained
1799	Segment Wealth Management Houston, Texas	$80.9M	+$1.3M	7	4.85%	Increased
1800	Farmers & Merchants Trust Company Long Beach, California	$80.9M	-$2.05M	6	17.09%	Reduced