← 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	Brasada Capital Management Houston, Texas	$48.8M	+$28K	4	9.2%	Increased
1827	Freemont Management Vaud, Switzerland	$48.7M	-$54.7M	3	12.8%	Reduced
1828	Taikang Asset Management (HK) Hong Kong	$48.7M	-$7.07M	5	9.69%	Reduced
1829	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$48.7M	-$1.23M	3	12.42%	Reduced
1830	HLC Hunt Lane Capital New York	$48.7M	+$147K	3	19.93%	Increased
1831	Zimmer Partners New York	$48.6M	+$1.07M	4	0.73%	Increased
1832	United Bank (Virginia) Vienna, Virginia	$48.6M	-$803K	6	5.97%	Reduced
1833	BBR Partners New York	$48.6M	-$21.9M	9	5.71%	Reduced
1834	Aspiriant LLC Los Angeles, California	$48.6M	+$5.34M	9	2.6%	Increased
1835	Altrafin AG Zurich,	$48.6M	+$49.6M	4	17.56%	New
1836	Leuthold Group Minneapolis, Minnesota	$48.5M	+$3.82M	4	5.68%	Increased
1837	Xcel Wealth Management Holly Hill, Florida	$48.5M	-$761K	9	12.47%	Reduced
1838	Alfreton Capital Radlett, Hertfordshire, United Kingdom	$48.4M	+$48.1M	1	89.26%	New
1839	IIA IPG Investment Advisors San Diego, California	$48.4M	+$10.3M	6	8.75%	Increased
1840	Edge Capital Group Atlanta, Georgia	$48.3M	-$648K	7	3.43%	Reduced
1841	1834 Investment Advisors Milwaukee, Wisconsin	$48.3M	-$828K	11	5.46%	Reduced
1842	Capital Investment Advisory Services Raleigh, North Carolina	$48.3M	+$424K	13	5.72%	Increased
1843	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$48.3M	-$14.6M	4	14.11%	Reduced
1844	Koshinski Asset Management Decatur, Illinois	$48.2M	+$885K	29	3.89%	Increased
1845	Bellevue Asset Management Bellevue, Washington	$48.1M	-$7.12M	11	28.33%	Reduced
1846	Buffington Mohr McNeal Boise, Idaho	$48.1M	+$903K	7	8.23%	Increased
1847	Penobscot Investment Management Boston, Massachusetts	$47.9M	-$252K	6	6.47%	Reduced
1848	Trinity Street Asset Management London, United Kingdom	$47.9M	-$4.22M	2	5.27%	Reduced
1849	CC Codex Capital New York	$47.9M	-$823K	6	24.91%	Reduced
1850	BlueDrive Global Investors London, United Kingdom	$47.9M	-$24.5M	2	18.92%	Reduced