← 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
1901	GL Globe Life Mckinney, Texas	$8.8M	$0	1	7.24%	Maintained
1902	ID Integral Derivatives New York	$8.79M	-$4.71M	4	0.18%	Reduced
1903	BA BKS Advisors Southfield, Michigan	$8.79M	+$346K	5	4.05%	Increased
1904	Balasa Dinverno & Foltz	$8.76M	+$106K	5	1.6%	Increased
1905	TIA Tiemann Investment Advisors Menlo Park, California	$8.76M	-$163K	7	8.02%	Reduced
1906	Forvis Mazars Wealth Advisors Springfield, Missouri	$8.75M	+$417K	6	1.22%	Increased
1907	SevenBridge Financial Group Harrisburg, Pennsylvania	$8.73M	+$613K	10	6.36%	Increased
1908	WC Whitnell & Co Oak Brook, Illinois	$8.72M	-$55.3K	7	2.98%	Reduced
1909	CAM Chesapeake Asset Management New York	$8.7M	-$528K	2	7.87%	Reduced
1910	Goodman Financial Houston, Texas	$8.69M	-$201K	1	5.19%	Reduced
1911	OIA Optimum Investment Advisors Chicago, Illinois	$8.69M	+$219K	6	3.26%	Increased
1912	SCM Salem Capital Management Woburn, Massachusetts	$8.66M	-$181K	2	4.75%	Reduced
1913	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$8.65M	-$74.2K	13	3.1%	Reduced
1914	City Holding Co Charleston, West Virginia	$8.63M	-$134K	7	3.73%	Reduced
1915	HIM Hutchens Investment Management Concord, New Hampshire	$8.63M	-$771K	4	8.12%	Reduced
1916	MCM Monarch Capital Management Fort Wayne, Indiana	$8.62M	-$500K	5	3.26%	Reduced
1917	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$8.6M	-$116K	4	4.67%	Reduced
1918	Fort Point Capital Partners San Francisco, California	$8.58M	-$1.78M	7	3.89%	Reduced
1919	IMOV Investment Management of Virginia Richmond, Virginia	$8.57M	-$124K	2	2.1%	Reduced
1920	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$8.55M	+$93.5K	6	4.27%	Increased
1921	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$8.53M	-$62.3K	3	3.17%	Reduced
1922	SHCM Stokes & Hubbell Capital Management New Orleans, Louisiana	$8.52M	+$33.1K	5	3.52%	Increased
1923	Transform Wealth Greenwood Village, Colorado	$8.51M	+$83.1K	5	3.66%	Increased
1924	UONDDL University of Notre Dame du Lac South Bend, Indiana	$8.51M	-$6.26M	3	7.35%	Reduced
1925	BKA Brick & Kyle Associates Newtown, Pennsylvania	$8.49M	+$60.8K	9	6.83%	Increased