← 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	KCM Karp Capital Management Sausalito, California	$37.9M	+$1.71M	5	4.76%	Increased
2077	Westover Capital Advisors Wilmington, Delaware	$37.9M	-$161K	5	11.02%	Reduced
2078	Kiley Juergens Wealth Management Olympia, Washington	$37.8M	+$1.8M	2	14.33%	Increased
2079	McDonough Capital Management Orlando, Florida	$37.8M	+$38M	3	30.72%	New
2080	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$37.8M	-$216K	6	11.12%	Reduced
2081	Covea Finance Paris, France	$37.8M	+$38.1M	2	3.31%	New
2082	Rehmann Capital Advisory Group Lansing, Michigan	$37.7M	-$2.01M	9	3.5%	Reduced
2083	Harber Asset Management Asheville, North Carolina	$37.7M	-$1.88M	3	8.29%	Reduced
2084	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$37.7M	-$821K	6	7.46%	Reduced
2085	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$37.7M	+$6.55M	2	7.73%	Increased
2086	Azzad Asset Management Falls Church, Virginia	$37.7M	+$536K	5	5.05%	Increased
2087	Lathrop Investment Management Little Rock, Arkansas	$37.6M	-$9.11M	4	7.41%	Reduced
2088	Cornerstone Wealth Group Huntersville, North Carolina	$37.6M	+$2.5M	6	6.44%	Increased
2089	Baker Ellis Asset Management Vancouver, Washington	$37.5M	-$359K	6	6.63%	Reduced
2090	Verity & Verity Beaufort, South Carolina	$37.5M	-$6.23M	5	5.36%	Reduced
2091	Walter & Keenan Wealth Management Souh Bend, Indiana	$37.5M	-$2.22M	6	12.18%	Reduced
2092	Bishop Rock Capital New York	$37.4M	-$661K	2	11.18%	Reduced
2093	Naman Capital Sao Paulo, Brazil	$37.2M	$0	3	21.77%	Maintained
2094	Westbourne Investment Advisors Annapolis, Maryland	$37.1M	+$1.62M	5	14.59%	Increased
2095	Pinnbrook Capital Management New York	$37.1M	+$36.5M	3	14.45%	New
2096	Avalon Capital Management Port Of Redwood City, California	$37.1M	+$5.82M	5	16.34%	Increased
2097	TrustCore Financial Services Brentwood, Tennessee	$37.1M	-$5.81M	16	4.18%	Reduced
2098	Chase Investment Counsel Charlottesville, Virginia	$37.1M	-$5.98M	5	14.85%	Reduced
2099	Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$37M	+$790K	17	10.42%	Increased
2100	SWK Stephen W. Kidder	$37M	-$2.89M	4	11.23%	Reduced