← 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
2026	Optas LLC Austin, Texas	$23.5M	+$3.48M	5	9.53%	Increased
2027	Trustmark National Bank Trust Department Jackson, Mississippi	$23.5M	+$819K	6	2.43%	Increased
2028	One Capital Management Westlake Village, California	$23.5M	-$864K	6	3.37%	Reduced
2029	Proficio Capital Partners Newton, Massachusetts	$23.5M	+$94K	5	4.8%	Increased
2030	Spectrum Management Group Indianapolis, Indiana	$23.5M	+$2.73M	8	5.96%	Increased
2031	Vienna Insurance Group Warsaw, Poland	$23.5M	-$1.86M	2	23.67%	Reduced
2032	Freedom Investment Management Hartford, Connecticut	$23.5M	-$2.02M	10	2.56%	Reduced
2033	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$23.4M	+$6M	7	8.37%	Increased
2034	Mathes Company New York	$23.4M	-$360K	4	11.62%	Reduced
2035	Court Place Advisors Ellicott City, Maryland	$23.3M	+$122K	4	9.09%	Increased
2036	Richard C. Young & Co Newport, Rhode Island	$23.3M	-$35.8K	2	3.89%	Reduced
2037	Virtu Financial New York	$23.3M	+$21.1M	10	2.69%	New
2038	Liberty Capital Management Birmingham, Michigan	$23.3M	-$766K	5	10.09%	Reduced
2039	Balasa Dinverno & Foltz	$23.2M	+$3.21M	8	2.58%	Increased
2040	Hudson Bay Capital Management Stamford, Connecticut	$23.2M	-$62.5M	2	0.41%	Reduced
2041	Catalyst Capital Advisors Huntington, New York	$23.2M	+$510K	6	1.2%	Increased
2042	Sky Investment Group Hartford, Connecticut	$23.1M	-$13.9K	4	7.96%	Reduced
2043	Fragasso Financial Advisors Sewickley, Pennsylvania	$23.1M	+$881K	5	3.93%	Increased
2044	Kiley Juergens Wealth Management Olympia, Washington	$23.1M	+$140K	1	19.3%	Increased
2045	FPFS First Personal Financial Services Charlotte, North Carolina	$23.1M	-$591K	7	7.89%	Reduced
2046	Horizon Kinetics Asset Management New York	$23.1M	-$2.25M	6	0.84%	Reduced
2047	Parkside Investments Deerfield, Illinois	$23.1M	-$6.12M	4	6.1%	Reduced
2048	Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$23.1M	+$677K	6	4.78%	Increased
2049	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$23M	-$360K	5	10.06%	Reduced
2050	Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$23M	-$1.56M	3	12.38%	Reduced