← 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
2076	III Independent Investors Inc Nesconset, New York	$13.1M	-$97.3K	5	5.14%	Reduced
2077	Northstar Wealth Partners West Hartford, Connecticut	$13.1M	+$219K	7	6.55%	Increased
2078	Apriem Advisors Irvine, California	$13.1M	-$420K	9	2.94%	Reduced
2079	Martin & Co Knoxville, Tennessee	$13.1M	-$86.5K	5	4.16%	Reduced
2080	KCM Karp Capital Management Sausalito, California	$13M	+$412K	6	5.14%	Increased
2081	Tibra Equities Europe London, United Kingdom	$13M	-$23.3M	2	1.95%	Reduced
2082	Cabot Wealth Management Salem, Massachusetts	$12.9M	+$4.13M	5	2.89%	Increased
2083	WealthPLAN Partners Omaha, Nebraska	$12.9M	+$228K	6	2.65%	Increased
2084	CCM Consolidated Capital Management Burbank, California	$12.9M	-$3.62M	3	9.66%	Reduced
2085	CAMG Solamere Management Charlotte, North Carolina	$12.9M	+$1.52M	4	6.36%	Increased
2086	Blue Edge Capital Richmond, Virginia	$12.9M	+$738K	6	5.17%	Increased
2087	Shelter Insurance Retirement Plan Columbia, Missouri	$12.9M	-$1.68M	2	6.19%	Reduced
2088	One Capital Management Westlake Village, California	$12.9M	+$1.95M	6	2.44%	Increased
2089	GCM Grisanti Capital Management New York	$12.9M	+$2.15M	4	5.61%	Increased
2090	SC Sawyer & Company Boston, Massachusetts	$12.9M	-$25.2K	7	8.42%	Reduced
2091	Beddow Capital Management Jackson, Wyoming	$12.9M	+$1.19M	2	5.35%	Increased
2092	Sage Capital Advisors Sioux Falls, South Dakota	$12.8M	+$182K	3	8.98%	Increased
2093	James Investment Research Alpha, Ohio	$12.8M	-$4.8M	5	0.49%	Reduced
2094	Kemper Corp Master Retirement Trust Chicago, Illinois	$12.8M	$0	2	8.72%	Maintained
2095	Koshinski Asset Management Decatur, Illinois	$12.8M	+$514K	8	3.92%	Increased
2096	Harbour Capital Advisors Tysons Corner, Virginia	$12.8M	-$301K	7	5.49%	Reduced
2097	Valley National Advisers Bethlehem, Pennsylvania	$12.8M	+$1.04M	12	4.89%	Increased
2098	Hennessy Advisors Inc Novato, California	$12.8M	-$234K	1	0.44%	Reduced
2099	Peregrine Asset Advisers Portland, Oregon	$12.8M	+$475K	6	6.62%	Increased
2100	West Coast Financial Santa Barbara, California	$12.8M	-$136K	4	3.53%	Reduced