← 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
2051	AWS Aris Wealth Services State College, Pennsylvania	$1.92M	+$534K	5	3.52%	Increased
2052	CMANY Capital Management Associates (New York) New York	$1.91M	+$680K	3	2.93%	Increased
2053	HCM Harvest Capital Management Concord, New Hampshire	$1.91M	+$372K	2	1.17%	Increased
2054	O'Shaughnessy Asset Management Stamford, Connecticut	$1.9M	+$457K	5	0.05%	Increased
2055	RHJA Rice Hall James & Associates San Diego, California	$1.88M	$0	2	0.18%	Maintained
2056	SAA Southeast Asset Advisors Thomasville, Georgia	$1.88M	-$3.7M	2	0.82%	Reduced
2057	SIC Starr International Company Zug, Switzerland	$1.85M	+$1.9M	1	0.17%	New
2058	CCM Chinook Capital Management Lake Oswego, Oregon	$1.85M	+$550K	2	2.82%	Increased
2059	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.85M	-$80K	3	1.44%	Reduced
2060	Welch Group Birmingham, Alabama	$1.84M	+$53.7K	4	0.45%	Increased
2061	AIC Atlantic Investment Company Atlanta, Georgia	$1.83M	-$51K	4	1.2%	Reduced
2062	MBT Montecito Bank & Trust Santa Barbara, California	$1.83M	+$14.4K	4	1.22%	Increased
2063	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1.82M	-$29.7K	8	1.18%	Reduced
2064	MVA Mount Vernon Associates Baltimore, Maryland	$1.8M	-$4.33M	2	5.47%	Reduced
2065	Miller Howard Investments Kingston, New York	$1.79M	+$9.81K	1	0.04%	Increased
2066	UFG United Fire Group Cedar Rapids, Iowa	$1.79M	$0	3	0.89%	Maintained
2067	Guinness Asset Management London, United Kingdom	$1.78M	+$997K	1	1.09%	Increased
2068	CK Carnick & Kubik Colorado Springs, Colorado	$1.77M	-$26.6K	2	2.71%	Reduced
2069	ADMI Albert D. Mason Inc Boston, Massachusetts	$1.76M	+$98.5K	1	0.37%	Increased
2070	HIC Harvey Investment Company Louisville, Kentucky	$1.75M	$0	2	0.5%	Maintained
2071	I2I Insight 2811 Inc Chicago, Illinois	$1.75M	-$304K	2	0.87%	Reduced
2072	AIM Acuity Investment Management Toronto, Ontario, Canada	$1.75M	-$1.48M	3	0.24%	Reduced
2073	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$1.74M	-$811K	2	1.15%	Reduced
2074	PAS Partnervest Advisory Services Santa Barbara, California	$1.71M	-$44.9K	6	0.87%	Reduced
2075	TCB Texas Capital Bancshares Dallas, Texas	$1.71M	-$115K	3	1.31%	Reduced