← 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	First Fiduciary Investment Counsel Cleveland, Ohio	$38.7M	+$639K	4	7.37%	Increased
1827	Dillon & Associates Jackson, Michigan	$38.5M	+$28.1K	4	8.22%	Increased
1828	KCP KDI Capital Partners Raleigh, North Carolina	$38.5M	+$1.05M	4	14.94%	Increased
1829	Simplex Trading Chicago, Illinois	$38.4M	-$127M	22	0.07%	Reduced
1830	Winch Advisory Services Appleton, Wisconsin	$38.4M	+$644K	16	15.4%	Increased
1831	Force Hill Capital Management New York	$38.4M	-$20.8M	2	7.75%	Reduced
1832	RKL Wealth Management Lancaster, Pennsylvania	$38.4M	-$1.23M	5	5.14%	Reduced
1833	Islet Management New York	$38.3M	+$8.52M	2	0.94%	Increased
1834	Verity & Verity Beaufort, South Carolina	$38.3M	-$417K	5	6.2%	Reduced
1835	DS Dalal Street West Lake Hills, Texas	$38.3M	+$41.5M	1	14.61%	New
1836	York Capital Management Global Advisors New York	$38.2M	-$30.1M	4	5.49%	Reduced
1837	JLB & Associates Plymouth, Michigan	$38.1M	-$784K	2	6.27%	Reduced
1838	Biondo Investment Advisors Milford, Pennsylvania	$38.1M	-$8.14M	3	7.58%	Reduced
1839	AXS Investments Port Chester, New York	$38M	+$36.7M	6	13.5%	New
1840	Avalon Global Asset Management San Francisco, California	$38M	-$595K	4	6.68%	Reduced
1841	Stewart & Patten Company Lafayette, California	$37.9M	-$2.73M	6	6.15%	Reduced
1842	Capital Investment Advisory Services Raleigh, North Carolina	$37.9M	+$1.05M	12	5.35%	Increased
1843	Lowell Blake & Associates Boston, Massachusetts	$37.8M	+$12.7M	5	19.35%	Increased
1844	First Nebraska Trust Lincoln, Nebraska	$37.8M	+$612K	7	5.08%	Increased
1845	CBT Central Bank & Trust Lexington, Kentucky	$37.8M	-$902K	7	6.44%	Reduced
1846	Cheviot Value Management Beverly Hills, California	$37.7M	-$114K	4	10.48%	Reduced
1847	Covenant Asset Management Chester, New Jersey	$37.7M	+$213K	5	11.75%	Increased
1848	Balasa Dinverno & Foltz	$37.7M	+$2.91M	7	3.02%	Increased
1849	Duff & Phelps Investment Management Chicago, Illinois	$37.6M	-$321K	6	0.51%	Reduced
1850	Credential Qtrade Securities Vancouver,	$37.6M	+$558K	7	3.38%	Increased