← 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
1876	K.J. Harrison & Partners Toronto, Ontario, Canada	$12.9M	+$2.36M	4	4.43%	Increased
1877	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$12.8M	-$619K	10	8.5%	Reduced
1878	Penobscot Investment Management Boston, Massachusetts	$12.8M	-$192K	6	3.83%	Reduced
1879	Maple Rock Capital Partners Toronto, Ontario, Canada	$12.8M	+$11M	1	4.47%	New
1880	Moloney Securities Asset Management Manchester, Missouri	$12.8M	+$538K	10	5.7%	Increased
1881	Vigilant Capital Management Portland, Maine	$12.8M	+$3.36M	8	1.9%	Increased
1882	Buckingham Strategic Wealth Clayton, Missouri	$12.8M	-$1.08M	7	3.04%	Reduced
1883	CIM CIM Investment Management Pittsburgh, Pennsylvania	$12.8M	+$443K	8	4.63%	Increased
1884	Rehmann Capital Advisory Group Lansing, Michigan	$12.8M	+$1.08M	9	2.3%	Increased
1885	OA Outfitter Advisors Mclean, Virginia	$12.7M	+$569K	6	4.49%	Increased
1886	Grassi Investment Management Santa Clara, California	$12.7M	-$3.43M	8	2.14%	Reduced
1887	Cutler Investment Counsel Jacksonville, Oregon	$12.7M	+$171K	3	2.96%	Increased
1888	FWCM First Western Capital Management Los Angeles, California	$12.7M	-$516K	4	7.7%	Reduced
1889	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$12.7M	-$8.06K	3	4.42%	Reduced
1890	AAM Augustine Asset Management Jacksonville, Florida	$12.6M	-$1.24M	2	8.07%	Reduced
1891	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$12.6M	+$604K	6	3.26%	Increased
1892	Greatmark Investment Partners Columbus, Georgia	$12.6M	-$429K	3	4.81%	Reduced
1893	HL HeadInvest LLC Portland, Maine	$12.6M	+$102K	5	3.94%	Increased
1894	FAM Foresters Asset Management Toronto, Ontario, Canada	$12.6M	-$1.58K	4	4.84%	Reduced
1895	TP Truvvo Partners New York	$12.6M	-$328K	5	4.17%	Reduced
1896	CPA Court Place Advisors Ellicott City, Maryland	$12.5M	-$227K	4	5.57%	Reduced
1897	Baker Ellis Asset Management Vancouver, Washington	$12.5M	+$745K	5	3.31%	Increased
1898	BCM Bluefin Capital Management New York	$12.5M	+$2.02M	8	1.47%	Increased
1899	Sun Life Financial Toronto, Ontario, Canada	$12.4M	+$203K	9	1.23%	Increased
1900	RGC Roberts, Glore & Co Deerfield, Illinois	$12.4M	+$41.8K	7	8.05%	Increased