← 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	BB&T Investment Services Charlotte, North Carolina	$13.8M	+$3.23M	12	2.75%	Increased
1827	Belpointe Asset Management Reno, Nevada	$13.8M	+$13.6M	10	3.23%	New
1828	CCT Capital City Trust Tallahassee, Florida	$13.8M	$0	5	5.38%	Maintained
1829	Hennessy Advisors Inc Novato, California	$13.7M	-$556K	2	0.42%	Reduced
1830	CC Caldera Capital Dallas, Texas	$13.7M	-$446K	1	11.37%	Reduced
1831	Smithfield Trust Pittsburgh, Pennsylvania	$13.7M	+$88.6K	11	1.86%	Increased
1832	MJP Michael J. Puzo	$13.7M	-$131K	3	7.12%	Reduced
1833	Cypress Capital Group Palm Beach, Florida	$13.7M	+$781K	9	2.92%	Increased
1834	Brightworth Atlanta, Georgia	$13.7M	+$12.9M	6	3.32%	Increased
1835	Pegasus Partners Mequon, Wisconsin	$13.7M	-$145K	7	3.12%	Reduced
1836	Eventide Asset Management Boston, Massachusetts	$13.6M	-$6.24M	1	0.77%	Reduced
1837	AFIA America First Investment Advisors Omaha, Nebraska	$13.6M	+$205K	5	4.9%	Increased
1838	Comerica Securities Detroit, Michigan	$13.6M	-$499K	9	1.88%	Reduced
1839	CCM Crestwood Capital Management New York	$13.6M	-$7.75M	2	7.28%	Reduced
1840	LSCM LaSalle Street Capital Management Chicago, Illinois	$13.6M	-$198K	6	10%	Reduced
1841	AMG National Trust Bank Greenwood Village, Colorado	$13.6M	+$144K	8	0.94%	Increased
1842	Argent Trust Co Nashville, Tennessee	$13.6M	+$940K	7	5.36%	Increased
1843	LGC Laurel Grove Capital Los Angeles, California	$13.6M	-$3.1M	5	7.06%	Reduced
1844	Joel Isaacson & Co New York	$13.6M	-$243K	7	2.48%	Reduced
1845	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$13.5M	$0	2	0.27%	Maintained
1846	Bourgeon Capital Management Darien, Connecticut	$13.5M	+$125K	4	7.95%	Increased
1847	Choreo LLC Rockford, Illinois	$13.5M	+$1.11M	7	1.77%	Increased
1848	First Merchants Corp Muncie, Indiana	$13.5M	+$5.16M	5	2.33%	Increased
1849	Perkins Coie Trust Company Seattle, Washington	$13.5M	-$188K	9	7%	Reduced
1850	PAM Pagoda Asset Management New York	$13.4M	+$12.6M	1	4.57%	New