← 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	Moloney Securities Asset Management Manchester, Missouri	$75.7M	-$2.23M	10	9%	Reduced
1852	Titan Global Capital Management USA New York	$75.5M	-$3.24M	4	11.11%	Reduced
1853	NM NWI Management New York	$75.4M	+$7.13M	5	4.02%	Increased
1854	Princeton Capital Management Red Bank, New Jersey	$75.1M	-$2.76M	6	20.16%	Reduced
1855	Nelson Capital Management Menlo Park, California	$75.1M	-$724K	7	8.94%	Reduced
1856	Valiant Capital Management San Francisco, California	$74.7M	-$29.5M	2	5.14%	Reduced
1857	Bright Rock Capital Management Hanover, Massachusetts	$74.6M	-$4.19M	3	14.62%	Reduced
1858	CFSG Community Financial Services Group Newport, Vermont	$74.6M	+$2.48M	6	13.67%	Increased
1859	HCR Wealth Advisors Los Angeles, California	$74.4M	+$754K	8	7.71%	Increased
1860	Berger Financial Group Plymouth, Minnesota	$74.4M	+$1.37M	7	4.45%	Increased
1861	Costello Asset Management Feasterville, Pennsylvania	$74.3M	+$640K	13	24.87%	Increased
1862	Physicians Financial Services Raleigh, North Carolina	$74.2M	-$490K	6	20.26%	Reduced
1863	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$74M	-$76.9K	6	10.35%	Reduced
1864	Woodmont Investment Counsel Nashville, Tennessee	$73.7M	-$6.95M	6	4.88%	Reduced
1865	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$73.6M	+$1.56M	5	15.46%	Increased
1866	Smithbridge Asset Management Chadds Ford, Pennsylvania	$73.5M	-$3.59M	6	10.69%	Reduced
1867	Stanley-Laman Group Berwyn, Pennsylvania	$73.4M	+$11.3M	8	10.46%	Increased
1868	Private Management Group Irvine, California	$73.4M	-$5.59M	7	2.18%	Reduced
1869	Private Capital Advisors Darien, Connecticut	$73.3M	-$2.88M	5	8.16%	Reduced
1870	Keystone Financial Group (Kentucky) Lexington, Kentucky	$73.3M	+$5.56M	6	5.6%	Increased
1871	Atwood & Palmer Kansas City, Missouri	$73.3M	-$219K	8	4.31%	Reduced
1872	Tema ETFs New York	$73.2M	+$69.7M	8	6.08%	New
1873	Rice Partnership Honolulu, Hawaii	$73.2M	-$1.39M	5	10.39%	Reduced
1874	Perseverance Asset Management International George Town, Cayman Islands	$73.1M	+$58.9M	1	12.55%	Increased
1875	Zhang Financial Portage, Michigan	$73M	+$3.7M	6	2.97%	Increased