← 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
1926	RC Reik & Co New York	$5.43M	$0	3	1.76%	Maintained
1927	Eagle Ridge Investment Management Stamford, Connecticut	$5.43M	+$8.37K	1	2.45%	Increased
1928	DF Dent & Co Baltimore, Maryland	$5.41M	+$42.5K	4	0.15%	Increased
1929	LSCM LaSalle Street Capital Management Chicago, Illinois	$5.41M	-$3.78K	3	5.27%	Reduced
1930	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$5.4M	-$277K	4	5.49%	Reduced
1931	IAM ICM Asset Management Spokane, Washington	$5.39M	-$14.1K	2	5.6%	Reduced
1932	Mizuho Securities USA New York	$5.39M	-$39.9M	4	0.64%	Reduced
1933	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$5.37M	+$3.41M	9	1.19%	Increased
1934	CM Capital Management Glen Allen, Virginia	$5.36M	-$613K	3	1.86%	Reduced
1935	EM Excalibur Management Waltham, Massachusetts	$5.36M	-$325K	2	5.01%	Reduced
1936	Sun Life Financial Toronto, Ontario, Canada	$5.36M	-$7.37K	1	0.57%	Reduced
1937	OL Orbitronix LP Newport Beach, California	$5.35M	+$318K	2	7.39%	Increased
1938	Peconic Partners New York	$5.35M	+$5.3M	1	0.86%	New
1939	AUIM Aegon USA Investment Management Cedar Rapids, Iowa	$5.33M	$0	1	0.04%	Maintained
1940	BE Bonness Enterprises Washington, District of Columbia	$5.32M	+$4.56K	2	4.79%	Increased
1941	RCM Reynolds Capital Management Las Vegas, Nevada	$5.31M	+$100K	4	5.2%	Increased
1942	BW Bison Wealth Atlanta, Georgia	$5.3M	+$149K	6	3.09%	Increased
1943	CI CAZ Investments Houston, Texas	$5.29M	+$2.21M	4	2.76%	Increased
1944	TWM Torch Wealth Management Cincinnati, Ohio	$5.26M	+$235K	3	3.65%	Increased
1945	Holderness Investments Company Greensboro, North Carolina	$5.26M	+$402K	3	5.37%	Increased
1946	LCM Leisure Capital Management Costa Mesa, California	$5.26M	+$4.95K	4	5.18%	Increased
1947	Portland Global Advisors Portland, Maine	$5.25M	+$503K	4	2.74%	Increased
1948	BAM Boyar Asset Management New York	$5.25M	-$20.6K	2	4.01%	Reduced
1949	Regal Investment Advisors Kentwood, Michigan	$5.24M	+$399K	9	1.42%	Increased
1950	UFF USA Financial Formulas Ada, Michigan	$5.23M	+$5.56M	1	1.61%	New