← 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
2101	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$63M	+$9.46M	1	4.39%	Increased
2102	CFM Capricorn Fund Managers London, United Kingdom	$62.9M	+$23M	4	4.96%	Increased
2103	VWS Virtus Wealth Solutions Cranford, New Jersey	$62.9M	+$38.1M	5	8.56%	Increased
2104	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$62.9M	-$236K	7	3.34%	Reduced
2105	CPA Cardiff Park Advisors Carlsbad, California	$62.8M	+$13.5M	9	4.87%	Increased
2106	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$62.7M	+$254K	5	6.37%	Increased
2107	CIC Concord Investment Counsel Irvine, California	$62.7M	+$1.43M	6	17.11%	Increased
2108	LAM L2 Asset Management Wayland, Massachusetts	$62.6M	-$2.09M	12	6.5%	Reduced
2109	CPL Capital & Planning LLC Jonesboro, Georgia	$62.4M	+$2.09M	5	32.24%	Increased
2110	JA JLB & Associates Plymouth, Michigan	$62.4M	+$8.33M	4	8.34%	Increased
2111	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$62.4M	-$10.5M	23	3.73%	Reduced
2112	SCM Stanley Capital Management Houston, Texas	$62.3M	$0	4	8.26%	Maintained
2113	Anchor Capital Advisors Boston, Massachusetts	$62.3M	+$31.4M	5	1.75%	Increased
2114	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$62.2M	+$8.61M	6	0.82%	Increased
2115	WC Westwind Capital Las Cruces, New Mexico	$62.2M	-$27.1M	4	14.73%	Reduced
2116	SGDR SPX Gestao de Recursos Rio De Janeiro, Brazil	$62.1M	+$49.7M	4	6.91%	Increased
2117	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$62.1M	-$9.42M	7	5.41%	Reduced
2118	MIM Miller Investment Management West Conshohocken, Pennsylvania	$62M	+$1.98M	6	5.67%	Increased
2119	LSCM Light Street Capital Management Palo Alto, California	$62M	+$9.41M	4	6.87%	Increased
2120	Aequim Alternative Investments Mill Valley, California	$62M	+$27M	2	0.96%	Increased
2121	QFA Quattro Financial Advisors The Woodlands, Texas	$62M	+$5.99M	5	13.25%	Increased
2122	BWP Balboa Wealth Partners Scottsdale, Arizona	$61.9M	-$1.71M	11	8.43%	Reduced
2123	GSWM Golden State Wealth Management Santa Ana, California	$61.9M	+$775K	19	5.64%	Increased
2124	VCM Valiant Capital Management San Francisco, California	$61.8M	$0	2	2.5%	Maintained
2125	UCMOK United Capital Management of KS Salina, Kansas	$61.8M	+$209K	4	8.09%	Increased