← 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
1801	UMC United Maritime Capital New York	$39.4M	+$1.53M	5	32.54%	Increased
1802	Sheets Smith Wealth Management Winston-Salem, North Carolina	$39.4M	-$117K	6	5.8%	Reduced
1803	Intact Investment Management Montreal, Quebec, Canada	$39.4M	-$1.91M	7	1.19%	Reduced
1804	CreativeOne Wealth Overland Park, Kansas	$39.4M	+$3.85M	8	2.98%	Increased
1805	Apollon Wealth Management Mount Pleasant, South Carolina	$39.4M	+$13.5M	10	7.61%	Increased
1806	Greenwood Gearhart Fayetteville, Arkansas	$39.4M	-$227K	5	7.01%	Reduced
1807	Holderness Investments Company Greensboro, North Carolina	$39.3M	-$693K	7	14.11%	Reduced
1808	AJ Wealth Strategies New York	$39.2M	+$977K	10	2.79%	Increased
1809	GM Advisory Group Melville, New York	$39.2M	-$2.21M	8	4.7%	Reduced
1810	LA Lynch & Associates Newburgh, Indiana	$39.1M	-$1.06M	3	10.57%	Reduced
1811	SevenBridge Financial Group Harrisburg, Pennsylvania	$39.1M	+$477K	7	14.24%	Increased
1812	Global Endowment Management Charlotte, North Carolina	$39.1M	+$1.37M	3	2.46%	Increased
1813	Crossvault Capital Management San Antonio, Texas	$39.1M	-$5.04M	5	13.93%	Reduced
1814	GA GFS Advisors Houston, Texas	$39M	+$4.37M	7	9.1%	Increased
1815	Naman Capital Sao Paulo, Brazil	$39M	-$8.79M	3	21.44%	Reduced
1816	TCV Trust & Wealth Management Richmond, Virginia	$38.9M	-$978K	5	4.51%	Reduced
1817	Tremblant Capital Group West Palm Beach, Florida	$38.9M	-$53.8M	1	1.13%	Reduced
1818	KWMG King Wealth Management Group Naples, Florida	$38.9M	-$3.1M	7	8.73%	Reduced
1819	Optiver Holding Amsterdam, Netherlands	$38.9M	+$38.6M	5	0.06%	New
1820	Kennedy Capital Management St Louis, Missouri	$38.8M	-$7.15M	1	0.78%	Reduced
1821	JPC Jabodon PT Co Reno, Nevada	$38.8M	+$34.4M	4	23.29%	Increased
1822	OFG OTA Financial Group Purchase, New York	$38.7M	+$6.05M	1	30.97%	Increased
1823	Claret Asset Management Montreal, Quebec, Canada	$38.7M	-$1.45M	6	7.19%	Reduced
1824	Welch Capital Partners Harrison, New York	$38.7M	+$1.77M	5	10.11%	Increased
1825	Cypress Capital Group Palm Beach, Florida	$38.7M	+$665K	8	5.48%	Increased