← 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	One Wealth Capital Management Scottsdale, Arizona	$49.3M	+$604K	5	26.44%	Increased
1952	Pragma Gestao de Patrimonio Sao Paulo, Brazil	$49.3M	-$10.5M	3	26.4%	Reduced
1953	Vega Investment Solutions Paris, France	$49.2M	+$22.5M	9	9.51%	Increased
1954	Novo Holdings A/S Hellerup, Denmark	$49.2M	-$9.22M	1	3.75%	Reduced
1955	Nine Masts Capital Central, Hong Kong	$49.1M	+$56.8M	2	32.64%	New
1956	EFG Asset Management (Americas) Miami, Florida	$49.1M	-$4.01M	5	9.95%	Reduced
1957	Delta Investment Management San Francisco, California	$49.1M	+$10.1M	6	9.91%	Increased
1958	Verity & Verity Beaufort, South Carolina	$49M	-$8.68M	5	4.3%	Reduced
1959	Jacobson & Schmitt Advisors Middleton, Wisconsin	$48.9M	+$6.92M	3	10%	Increased
1960	Whitener Capital Management Rocky Mount, North Carolina	$48.9M	-$198K	7	13.84%	Reduced
1961	GPM Growth Investors Bloomfield Hills, Michigan	$48.8M	+$771K	5	21.4%	Increased
1962	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$48.8M	-$494K	7	11.49%	Reduced
1963	Royal Fund Management Lady Lake, Florida	$48.7M	+$7.64M	9	5.42%	Increased
1964	Lombard Odier Asset Management (Europe) London, United Kingdom	$48.7M	-$85M	2	3.91%	Reduced
1965	Nilsine Partners Greenwood Village, Colorado	$48.7M	+$218K	8	5.33%	Increased
1966	Conning Inc Hartford, Connecticut	$48.6M	-$1.95M	7	1.7%	Reduced
1967	Manhattan West Asset Management Los Angeles, California	$48.5M	+$6.13M	6	12.37%	Increased
1968	M MOTCO San Antonio, Texas	$48.5M	-$1.18M	9	5.12%	Reduced
1969	Octavia Wealth Advisors Cincinnati, Ohio	$48.4M	+$383K	7	5.87%	Increased
1970	Jackson Hole Capital Partners Tulsa, Oklahoma	$48.3M	+$28K	7	9.59%	Increased
1971	ShankerValleau Wealth Advisors Skokie, Illinois	$48.3M	$0	6	15.69%	Maintained
1972	MAM Morse Asset Management Darien, Connecticut	$48.3M	+$13.2K	10	12.19%	Increased
1973	Duncker Streett & Co St. Louis, Missouri	$48.2M	-$596K	8	9.56%	Reduced
1974	KAS Kemnay Advisory Services New York	$48.2M	+$14.3M	4	9.07%	Increased
1975	PT Plimoth Trust Plymouth, Massachusetts	$48.2M	-$213K	6	12.56%	Reduced