← 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	Bourgeon Capital Management Darien, Connecticut	$14.5M	-$635K	4	7.93%	Reduced
1952	Greatmark Investment Partners Columbus, Georgia	$14.4M	-$144K	3	5.26%	Reduced
1953	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$14.4M	+$7.8K	3	4.91%	Increased
1954	EAM Investors Solana Beach, California	$14.4M	+$4.7M	5	2.4%	Increased
1955	Wells Trecaso Financial Group Akron, Ohio	$14.4M	+$975K	5	13.7%	Increased
1956	CT Chicago Trust Grayslake, Illinois	$14.4M	-$598K	6	6.13%	Reduced
1957	Hennessy Advisors Inc Novato, California	$14.3M	-$6.19M	1	0.48%	Reduced
1958	OIA Optimum Investment Advisors Chicago, Illinois	$14.3M	-$162K	11	4.2%	Reduced
1959	Kiley Juergens Wealth Management Olympia, Washington	$14.3M	-$5.75K	5	15.52%	Reduced
1960	NBW Capital Boston, Massachusetts	$14.3M	-$4.67M	2	4.46%	Reduced
1961	SFM Signature Financial Management Norfolk, Virginia	$14.2M	+$7.65M	7	2.96%	Increased
1962	Augustine Asset Management Jacksonville, Florida	$14.2M	-$369K	3	8.12%	Reduced
1963	South Street Advisors New York	$14.2M	+$4.42M	3	1.4%	Increased
1964	Ativo Capital Management Chicago, Illinois	$14.2M	-$782K	2	4.02%	Reduced
1965	Baker Ellis Asset Management Vancouver, Washington	$14.2M	-$75.4K	6	3.72%	Reduced
1966	Lucia Wealth Services San Diego, California	$14.1M	-$823K	7	4.59%	Reduced
1967	AIA AIMZ Investment Advisors Los Altos, California	$14.1M	-$238K	6	10.26%	Reduced
1968	Truvvo Partners New York	$14.1M	-$705K	5	5.22%	Reduced
1969	BlueCrest Capital Management St Helier, Jersey	$14.1M	-$70.5M	8	0.44%	Reduced
1970	CFSG Community Financial Services Group Newport, Vermont	$14.1M	-$215K	3	5.53%	Reduced
1971	BTG Pactual Global Asset Management Hamilton, Bermuda	$14.1M	+$3.5M	2	3.78%	Increased
1972	Hanson & Doremus Investment Management Burlington, Vermont	$14.1M	+$2.15M	10	4.36%	Increased
1973	Fiduciary Financial Services of The Southwest Dallas, Texas	$14.1M	+$491K	4	4.31%	Increased
1974	Roberts, Glore & Co Deerfield, Illinois	$14M	+$224K	7	8.66%	Increased
1975	Tiger Pacific Capital New York	$14M	$0	1	5.49%	Maintained