← 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
1951	PAA Peregrine Asset Advisers Portland, Oregon	$10.9M	-$7.89M	7	6.96%	Reduced
1952	BKA Brick & Kyle Associates Newtown, Pennsylvania	$10.9M	-$280K	5	9.37%	Reduced
1953	HL HeadInvest LLC Portland, Maine	$10.9M	-$86.8K	5	3.59%	Reduced
1954	Kennedy Capital Management St Louis, Missouri	$10.9M	+$1.87M	1	0.21%	Increased
1955	Ninety One Cape Town, South Africa	$10.9M	+$1.6M	6	6.02%	Increased
1956	Clear Harbor Asset Management Stamford, Connecticut	$10.9M	+$634K	6	2.08%	Increased
1957	LA Leonetti & Associates Buffalo Grove, Illinois	$10.8M	-$92.6K	1	3.06%	Reduced
1958	WPIC White Pine Investment Company Livonia, Michigan	$10.8M	-$64.7K	2	5.77%	Reduced
1959	Laffer Tengler Investments Nashville, Tennessee	$10.8M	-$5.56K	1	2.76%	Reduced
1960	EPM Equitec Proprietary Markets Chicago, Illinois	$10.8M	+$10.7M	3	2.47%	New
1961	IPC Independent Portfolio Consultants Boca Raton, Florida	$10.8M	-$1.58M	12	4.47%	Reduced
1962	FSA Financial Sense Advisors San Diego, California	$10.8M	+$640K	3	5.63%	Increased
1963	BRM Boston Research & Management Manchester, Massachusetts	$10.7M	-$344K	5	5.8%	Reduced
1964	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$10.7M	+$236K	6	6.28%	Increased
1965	CCM Courage Capital Management Nashville, Tennessee	$10.7M	+$1.06M	2	5.52%	Increased
1966	SBA Seven Bridges Advisors New York	$10.7M	-$315K	5	9.58%	Reduced
1967	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$10.7M	+$410K	6	5.17%	Increased
1968	Shepherd Financial Partners Winchester, Massachusetts	$10.7M	-$709K	5	2.61%	Reduced
1969	DAM Doheny Asset Management Los Angeles, California	$10.7M	+$183K	5	5%	Increased
1970	Point72 Hong Kong Hong Kong	$10.7M	+$2.15M	11	11.08%	Increased
1971	NME Notis-McConarty Edward	$10.6M	-$493K	5	6.87%	Reduced
1972	Signet Financial Management Parsippany, New Jersey	$10.6M	-$57K	5	2.24%	Reduced
1973	CAIMH Central Asset Investments & Management Holdings Hong Kong	$10.6M	-$20M	1	7.99%	Reduced
1974	DWM Darwin Wealth Management Tampa, Florida	$10.6M	-$53K	5	5.86%	Reduced
1975	GCM Garland Capital Management Bellevue, Washington	$10.5M	+$81.1K	2	6.47%	Increased