← 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	Harber Asset Management Asheville, North Carolina	$19.2M	+$1.86M	2	5.43%	Increased
1927	NorthCoast Asset Management Greenwich, Connecticut	$19.2M	-$5.83M	5	1.28%	Reduced
1928	RCIM Russell Clark Investment Management London, United Kingdom	$19.2M	+$3.06M	5	15.27%	Increased
1929	Private Capital Advisors Darien, Connecticut	$19.2M	-$668K	5	5.34%	Reduced
1930	SFSIG San Francisco Sentry Investment Group San Francisco, California	$19.2M	+$744K	12	8.8%	Increased
1931	KSCM Kamunting Street Capital Management Miami Beach, Florida	$19.2M	-$4.46M	3	16.88%	Reduced
1932	SAM Sandell Asset Management New York	$19.1M	$0	3	6.44%	Maintained
1933	Duality Advisers Miami, Florida	$19.1M	-$6.24M	3	1.07%	Reduced
1934	Quantitative Investment Management Charlottesville, Virginia	$19.1M	-$140M	6	1.02%	Reduced
1935	Venturi Wealth Management Austin, Texas	$19.1M	+$618K	7	2.46%	Increased
1936	Sensato Investors San Francisco, California	$19.1M	+$4.14M	2	7.29%	Increased
1937	Morris Capital Advisors Malvern, Pennsylvania	$19.1M	-$2.63M	6	16.78%	Reduced
1938	Farmers & Merchants Trust Company Long Beach, California	$19.1M	-$104K	6	8.38%	Reduced
1939	Richard C. Young & Co Newport, Rhode Island	$19.1M	+$385K	2	3.43%	Increased
1940	Telos Capital Management San Diego, California	$19M	+$775K	7	5.21%	Increased
1941	Wealth Enhancement Advisory Services Plymouth, Minnesota	$19M	-$2.44M	4	0.77%	Reduced
1942	Sound View Wealth Advisors Group Savannah, Georgia	$19M	-$667K	7	5.66%	Reduced
1943	Horizon Investments Charlotte, North Carolina	$19M	+$4.06M	8	0.77%	Increased
1944	Vista Equity Partners Management San Francisco, California	$19M	-$75K	2	1.24%	Reduced
1945	Biltmore Family Office Charlotte, North Carolina	$18.9M	+$5.5M	6	8.17%	Increased
1946	PT Plimoth Trust Plymouth, Massachusetts	$18.9M	+$3.1M	7	6.21%	Increased
1947	Intersect Capital San Ramon, California	$18.9M	+$596K	7	7.06%	Increased
1948	BCA Bray Capital Advisors Naples, Florida	$18.9M	-$744K	9	7.4%	Reduced
1949	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$18.9M	$0	3	8.3%	Maintained
1950	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$18.9M	-$128K	5	7.48%	Reduced