← 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	Exencial Wealth Advisors Oklahoma City, Oklahoma	$14.8M	-$147K	4	4.47%	Reduced
1902	Arjuna Capital Durham, North Carolina	$14.8M	+$14.4M	4	13.88%	New
1903	LSCM LaSalle Street Capital Management Chicago, Illinois	$14.8M	+$66.2K	6	10.21%	Increased
1904	Liberty Capital Management Birmingham, Michigan	$14.8M	+$364K	6	7.81%	Increased
1905	Private Capital Advisors Darien, Connecticut	$14.8M	-$1.92M	6	5.13%	Reduced
1906	Needham Investment Management New York	$14.8M	-$3.48M	3	3.92%	Reduced
1907	Condor Capital Management Martinsville, New Jersey	$14.7M	-$514K	6	2.99%	Reduced
1908	Bar Harbor Trust Services Ellsworth, Maine	$14.7M	-$142K	4	7.77%	Reduced
1909	Penbrook Management New York	$14.7M	+$14.1M	5	13.24%	New
1910	Bourgeon Capital Management Darien, Connecticut	$14.7M	-$369K	4	8.03%	Reduced
1911	CT Chicago Trust Grayslake, Illinois	$14.6M	-$565K	6	5.85%	Reduced
1912	LGC Laurel Grove Capital Los Angeles, California	$14.6M	-$810K	5	7.57%	Reduced
1913	Two Sigma Securities New York	$14.6M	+$8.03M	12	0.39%	Increased
1914	Rehmann Capital Advisory Group Lansing, Michigan	$14.6M	+$276K	10	2.46%	Increased
1915	DDD Partners Bellevue, Washington	$14.5M	+$14M	4	5.66%	New
1916	Landscape Capital Management Englewood, New Jersey	$14.5M	-$10.7M	3	1.29%	Reduced
1917	Cutler Investment Counsel Jacksonville, Oregon	$14.5M	-$17.8K	3	2.8%	Reduced
1918	MCG McCollum Christoferson Group Amherst, New York	$14.5M	+$13.9M	4	5.99%	New
1919	AMG National Trust Bank Greenwood Village, Colorado	$14.4M	-$375K	7	0.93%	Reduced
1920	Morgens Waterfall Vintiadis & Co New York	$14.4M	+$1.65M	3	11.34%	Increased
1921	Argent Trust Co Nashville, Tennessee	$14.4M	-$482K	7	5.63%	Reduced
1922	Cypress Capital Group Palm Beach, Florida	$14.4M	-$958K	9	2.99%	Reduced
1923	Trexquant Investment Stamford, Connecticut	$14.3M	+$8.59M	9	1.58%	Increased
1924	Ramsay Stattman Vela & Price Colorado Springs, Colorado	$14.3M	-$389K	3	5.68%	Reduced
1925	HIC Harbor Island Capital Topsfield, Massachusetts	$14.3M	+$13.9M	3	12.72%	New