← 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
1826	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$82.1M	+$4.46M	6	7.15%	Increased
1827	DA Denali Advisors San Diego, California	$82.1M	-$4.1M	6	8.27%	Reduced
1828	LCA Legend Capital Advisors New York	$82M	-$11.4M	5	44.62%	Reduced
1829	SCP Sandhill Capital Partners Buffalo, New York	$82M	-$5.47M	4	6.66%	Reduced
1830	PCM Princeton Capital Management Red Bank, New Jersey	$81.9M	-$413K	6	18.48%	Reduced
1831	HIC Holderness Investments Company Greensboro, North Carolina	$81.9M	+$553K	7	13.66%	Increased
1832	MWAM Manhattan West Asset Management Los Angeles, California	$81.9M	+$4.03M	5	13.67%	Increased
1833	JIR James Investment Research Alpha, Ohio	$81.8M	-$19.2K	5	8.31%	Reduced
1834	CC Crosslink Capital Menlo Park, California	$81.8M	-$34.5M	2	6.04%	Reduced
1835	PTB Pioneer Trust Bank Salem, Oregon	$81.4M	-$3.63M	6	18.46%	Reduced
1836	NGA Naples Global Advisors Naples, Florida	$81.4M	+$3.23M	7	5.02%	Increased
1837	ICA Infrastructure Capital Advisors New York	$81.2M	+$71.6M	6	4.75%	Increased
1838	KC KCM Capital Shawnee, Kansas	$81M	+$5.36M	3	13.11%	Increased
1839	DBG De Burlo Group Boston, Massachusetts	$81M	+$3.72M	4	14.81%	Increased
1840	PCM Parsifal Capital Management Greenwich, Connecticut	$81M	+$7.73M	1	9.81%	Increased
1841	IC Inscription Capital Houston, Texas	$80.8M	+$7.64M	12	7.16%	Increased
1842	CF Cypress Funds Los Angeles, California	$80.7M	-$32.4M	2	25.69%	Reduced
1843	NS NBC Securities Birmingham, Alabama	$80.5M	-$724K	23	5.46%	Reduced
1844	IPAM ICICI Prudential Asset Management Mumbai, India	$80.4M	-$5.66M	5	8.81%	Reduced
1845	BBES Buffalo Business & Estate Services Orchard Park, New York	$80.3M	-$92M	0	–	Closed
1846	ILI Invesco LLC (Illinois) Des Plaines, Illinois	$80.2M	-$580K	6	24.82%	Reduced
1847	HW Hedeker Wealth Lincolnshire, Illinois	$80.2M	+$1.08M	5	15.3%	Increased
1848	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$80.1M	-$388K	6	7.47%	Reduced
1849	BRA Bender Robert & Associates Pasadena, California	$80.1M	-$790K	5	16.64%	Reduced
1850	PAM Peak Asset Management Louisville, Colorado	$80.1M	+$4.35M	8	11.77%	Increased