← 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
1851	Romano Brothers & Co Evanston, Illinois	$42.5M	-$83.1K	7	6.61%	Reduced
1852	Farley Capital New York	$42.5M	-$151K	4	45.79%	Reduced
1853	Whalerock Point Partners Providence, Rhode Island	$42.4M	+$298K	6	14.69%	Increased
1854	Davis Rea Toronto, Ontario, Canada	$42.4M	+$3.23M	4	22.99%	Increased
1855	Lindbrook Capital Calabasas, California	$42.3M	+$110K	27	4.73%	Increased
1856	AC AMS Capital Sao Paulo, Brazil	$42.2M	+$6.18M	4	46.79%	Increased
1857	IBEX Wealth Advisors Bedminster, New Jersey	$42.2M	+$43.5M	7	10.75%	New
1858	MAM Morse Asset Management Darien, Connecticut	$42.2M	-$79.3K	6	13.36%	Reduced
1859	Wittenberg Investment Management Carlisle, Massachusetts	$42.1M	-$351K	4	15.44%	Reduced
1860	Analyst IMS Investment Management Services Tel-Aviv, Israel	$42.1M	+$843K	7	2.64%	Increased
1861	Meritech Capital Associates VI Palo Alto, California	$42.1M	-$3.75M	1	93%	Reduced
1862	CWM Cornerstone Wealth Management St. Peters, Missouri	$42.1M	+$1.55M	9	3.98%	Increased
1863	RDST Capital Seattle, Washington	$42.1M	+$2.84M	3	15.91%	Increased
1864	Cubic Asset Management Boston, Massachusetts	$42.1M	+$5.41M	5	11.57%	Increased
1865	Condor Capital Management Martinsville, New Jersey	$41.9M	+$831K	4	5.14%	Increased
1866	CFSG Community Financial Services Group Newport, Vermont	$41.8M	+$43M	5	10.55%	New
1867	First Fiduciary Investment Counsel Cleveland, Ohio	$41.8M	-$1.02M	4	9.82%	Reduced
1868	Bright Rock Capital Management Hanover, Massachusetts	$41.8M	$0	2	10.2%	Maintained
1869	Solidarity Wealth Lehi, Utah	$41.7M	+$5.24M	4	15.09%	Increased
1870	Brown Shipley & Co London, United Kingdom	$41.6M	-$13.9M	6	22.92%	Reduced
1871	Cornerstone Advisory Hunt Valley, Maryland	$41.5M	-$327K	9	7.27%	Reduced
1872	Vest Financial Mclean, Virginia	$41.5M	+$18.1M	3	2.27%	Increased
1873	Capital Planning Advisors Roseville, California	$41.5M	+$68.1K	6	8.65%	Increased
1874	MKC M. Kraus & Co Shelburne, Vermont	$41.4M	-$187K	5	14.7%	Reduced
1875	Fidelis Capital Partners Tampa, Florida	$41.4M	+$9.01M	6	14.15%	Increased