← 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	Campbell Capital Management Miami, Florida	$40.9M	-$1.86M	2	22.96%	Reduced
1902	Paragon Capital Management (Colorado) Denver, Colorado	$40.9M	-$817K	3	8.85%	Reduced
1903	Bison Wealth Atlanta, Georgia	$40.8M	+$10.3M	7	7.57%	Increased
1904	Tikehau Investment Management Paris, France	$40.7M	-$23.1M	3	24.07%	Reduced
1905	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$40.7M	-$3.27M	5	4.63%	Reduced
1906	Jackson Hill Advisors Houston, Texas	$40.6M	-$4.23M	3	28.52%	Reduced
1907	Hollencrest Capital Management Newport Beach, California	$40.5M	-$899K	18	4.21%	Reduced
1908	Invesco LLC (Illinois) Des Plaines, Illinois	$40.5M	+$36.8M	6	19.92%	New
1909	IQ EQ Fund Management Dublin 2, Ireland	$40.5M	-$1.13M	6	7.69%	Reduced
1910	One Capital Management Westlake Village, California	$40.5M	-$1.99M	5	1.83%	Reduced
1911	Steamboat Capital Partners Rye, New York	$40.4M	+$2.48M	4	13.93%	Increased
1912	Eagle Rock Investment Company Atlanta, Georgia	$40.4M	-$956K	6	8.69%	Reduced
1913	Aspiriant LLC Los Angeles, California	$40.4M	-$125K	9	2.04%	Reduced
1914	Red Door Wealth Management Memphis, Tennessee	$40.3M	+$6.38M	7	8.93%	Increased
1915	BG BRX Global New York	$40.3M	-$17.9M	2	52.28%	Reduced
1916	IIA IPG Investment Advisors San Diego, California	$40.3M	+$1.44M	6	8.79%	Increased
1917	Wittenberg Investment Management Carlisle, Massachusetts	$40.3M	-$1.78M	4	14.57%	Reduced
1918	Rehmann Capital Advisory Group Lansing, Michigan	$40.2M	+$44.7K	10	3.61%	Increased
1919	KAM Kinney Asset Management Chicago, Illinois	$40.2M	$0	1	25.99%	Maintained
1920	Chemung Canal Trust Elmira, New York	$40M	+$4.45M	4	8.59%	Increased
1921	RDST Capital Seattle, Washington	$40M	+$3.02M	3	16.43%	Increased
1922	Broadleaf Partners Hudson, Ohio	$39.9M	+$9.39M	5	13.02%	Increased
1923	Laidlaw Wealth Management New York City, New York	$39.8M	+$482K	6	7.78%	Increased
1924	Capital Asset Advisory Services Williamston, Michigan	$39.8M	+$319K	7	2.77%	Increased
1925	KWMG King Wealth Management Group Naples, Florida	$39.7M	+$1.26M	7	8.03%	Increased