← 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	AAM Autus Asset Management Scottsdale, Arizona	$31.5M	-$841K	5	4.18%	Reduced
1827	American National Registered Investment Advisor Galveston, Texas	$31.3M	-$1.33M	7	14.3%	Reduced
1828	Hedeker Wealth Lincolnshire, Illinois	$31.3M	-$3.03M	5	14.81%	Reduced
1829	MGM Miura Global Management New York	$31.2M	+$4.59M	4	8.84%	Increased
1830	Avestar Capital New York	$31.2M	+$571K	12	10.28%	Increased
1831	Turiya Advisors Asia Hong Kong	$31.1M	+$33M	1	9.45%	New
1832	West Branch Capital Amherst, Massachusetts	$31M	+$702K	5	19.81%	Increased
1833	Greenwood Gearhart Fayetteville, Arkansas	$31M	-$11M	5	7.19%	Reduced
1834	Centaurus Financial Anaheim, California	$31M	+$1.43M	12	4.3%	Increased
1835	Central Asset Investments & Management Holdings Hong Kong	$31M	+$11.6M	4	14.18%	Increased
1836	Family Management New York	$31M	-$5.73M	6	13.59%	Reduced
1837	Mandatum Life Insurance Company Helsinki, Finland	$30.9M	-$3M	6	6.8%	Reduced
1838	Ashford Capital Management Wilmington, Delaware	$30.9M	-$6.67M	4	3.67%	Reduced
1839	Principle Wealth Partners Madison, Connecticut	$30.9M	-$690K	6	8.61%	Reduced
1840	Managed Asset Portfolios Rochester, Michigan	$30.8M	+$198K	2	6.13%	Increased
1841	ARS Wealth Advisors St. Petersburg, Florida	$30.7M	-$619K	7	8.45%	Reduced
1842	Penobscot Investment Management Boston, Massachusetts	$30.7M	-$148K	7	5.78%	Reduced
1843	Paradice Investment Management Denver, Colorado	$30.6M	-$123K	2	2.22%	Reduced
1844	Cheviot Value Management Beverly Hills, California	$30.6M	-$268K	3	10.62%	Reduced
1845	Koshinski Asset Management Decatur, Illinois	$30.6M	+$633K	9	4.11%	Increased
1846	PCA Prospect Capital Advisors Sausalito, California	$30.5M	-$1.29M	2	16.09%	Reduced
1847	Verity & Verity Beaufort, South Carolina	$30.5M	-$355K	3	6.71%	Reduced
1848	Hendershot Investments Centreville, Virginia	$30.4M	-$5.77M	6	8.66%	Reduced
1849	Institute for Wealth Management Denver, Colorado	$30.4M	-$523K	8	6.95%	Reduced
1850	First Interstate Bank Billings, Montana	$30.4M	-$21.1M	4	4.56%	Reduced