← 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
1976	GIM Greylin Investment Management Orange, Virginia	$36.9M	+$6.63M	4	7.56%	Increased
1977	Fuller & Thaler Asset Management San Mateo, California	$36.9M	+$7.67M	5	0.24%	Increased
1978	John G. Ullman & Associates Corning, New York	$36.9M	-$657K	6	5.02%	Reduced
1979	Freshford Capital Management Rye Brook, New York	$36.9M	-$13.6M	1	5.26%	Reduced
1980	Hayek Kallen Investment Management Fairhope, Alabama	$36.9M	-$1.04M	5	16.81%	Reduced
1981	Trust Company of Kansas Wichita, Kansas	$36.8M	-$3.86M	5	21.03%	Reduced
1982	Toth Financial Advisory Leesburg, Virginia	$36.8M	-$1.75M	16	5.59%	Reduced
1983	Stewart Asset Management New York	$36.7M	-$519K	4	19.21%	Reduced
1984	Chapman Investment Management San Anselmo, California	$36.7M	+$1.69M	3	19.04%	Increased
1985	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$36.6M	+$361K	6	11.85%	Increased
1986	GFG Capital Miami, Florida	$36.6M	+$238K	5	11.57%	Increased
1987	CAM Centre Asset Management New York	$36.6M	+$829K	3	18.96%	Increased
1988	BCA Bray Capital Advisors Naples, Florida	$36.6M	-$167K	6	9.39%	Reduced
1989	Dividend Assets Capital Ridgeland, South Carolina	$36.6M	-$188K	8	7.36%	Reduced
1990	Berman Capital Advisors Atlanta, Georgia	$36.5M	+$6.05M	25	5.74%	Increased
1991	Princeton Global Asset Management Princeton, New Jersey	$36.5M	+$119K	9	11.12%	Increased
1992	Infusive Asset Management New York	$36.4M	-$37.9M	2	7.75%	Reduced
1993	SC Shellback Capital Boston, Massachusetts	$36.4M	+$5.05M	3	2.12%	Increased
1994	Principal Street Partners Memphis, Tennessee	$36.4M	+$1.91M	7	9.91%	Increased
1995	HIM Hotaling Investment Management Wayne, Pennsylvania	$36.2M	+$251K	5	15.04%	Increased
1996	3G Capital Partners New York	$36.2M	-$10.2M	3	7.87%	Reduced
1997	Decatur Capital Management Decatur, Georgia	$36.1M	-$43.9M	4	23.82%	Reduced
1998	VDBMI Van Den Berg Management I Austin, Texas	$36.1M	+$390K	3	7.07%	Increased
1999	SWK Stephen W. Kidder	$36.1M	-$1.4M	4	11.32%	Reduced
2000	ECM EagleClaw Capital Management Boston, Massachusetts	$36.1M	+$957K	6	9.29%	Increased