← 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	Strategic Blueprint Atlanta, Georgia	$30.9M	-$1.08M	7	3.7%	Reduced
1902	Brian C. Broderick	$30.9M	+$386K	4	9.65%	Increased
1903	Sound View Wealth Advisors Group Savannah, Georgia	$30.8M	-$237K	6	6.92%	Reduced
1904	IQ EQ Fund Management Dublin 2, Ireland	$30.8M	-$1.46M	6	6.92%	Reduced
1905	KWMG King Wealth Management Group Naples, Florida	$30.8M	+$1.31M	5	7.83%	Increased
1906	KLCM Advisors Milwaukee, Wisconsin	$30.8M	+$1.11M	6	7.22%	Increased
1907	Aspiriant LLC Los Angeles, California	$30.7M	+$669K	8	1.5%	Increased
1908	CWM Cornerstone Wealth Management St. Peters, Missouri	$30.7M	+$696K	8	3.42%	Increased
1909	Constitution Capital Shelton, Connecticut	$30.7M	+$1M	5	20.52%	Increased
1910	MKC M. Kraus & Co Shelburne, Vermont	$30.7M	+$131K	5	12.84%	Increased
1911	Delta Investment Management San Francisco, California	$30.6M	-$1.73M	5	13.24%	Reduced
1912	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$30.5M	-$963K	5	3.82%	Reduced
1913	Capital Planning Advisors Roseville, California	$30.5M	+$486K	6	8.19%	Increased
1914	Whalerock Point Partners Providence, Rhode Island	$30.5M	+$573K	4	13.39%	Increased
1915	PT Plimoth Trust Plymouth, Massachusetts	$30.4M	+$206K	6	10.53%	Increased
1916	Alpha Omega Wealth Management Richmond, Virginia	$30.4M	-$768K	8	5.81%	Reduced
1917	NIC Northwest Investment Counselors Lake Oswego, Oregon	$30.4M	+$336K	10	9.98%	Increased
1918	Optas LLC Austin, Texas	$30.4M	+$2.04M	5	13.34%	Increased
1919	Weik Capital Management Wyomissing, Pennsylvania	$30.4M	-$392K	5	15.16%	Reduced
1920	Winch Advisory Services Appleton, Wisconsin	$30.4M	-$51.5K	9	13.05%	Reduced
1921	Phraction Management Colchester, Connecticut	$30.4M	+$774K	4	22.92%	Increased
1922	CCM CAAS Capital Management New York	$30.3M	+$15.9M	10	1.46%	Increased
1923	MCI McDonald Capital Investors Orinda, California	$30.3M	-$389K	2	2.7%	Reduced
1924	IIA IPG Investment Advisors San Diego, California	$30.2M	+$395K	6	8.48%	Increased
1925	Freshford Capital Management Rye Brook, New York	$30.2M	+$387K	1	4.69%	Increased