← 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	QVT Financial New York	$18.4M	$0	1	3.57%	Maintained
2102	Perennial Advisors New York	$18.4M	-$175K	4	8.81%	Reduced
2103	Peninsula Wealth San Francisco, California	$18.4M	+$1.96M	6	8.49%	Increased
2104	Ferris Capital Marlborough, Massachusetts	$18.3M	+$1.13M	7	6.42%	Increased
2105	Next Century Growth Investors Plymouth, Minnesota	$18.3M	-$1.11M	5	2.39%	Reduced
2106	CIM CIM Investment Management Pittsburgh, Pennsylvania	$18.3M	-$1.53M	7	7.26%	Reduced
2107	OIA Optimum Investment Advisors Chicago, Illinois	$18.3M	+$114K	11	5.44%	Increased
2108	Pensionfund DSM Netherlands Sittard, Netherlands	$18.3M	-$2.16M	2	2.99%	Reduced
2109	Cota Capital Management San Francisco, California	$18.3M	+$18.2M	1	10.13%	New
2110	Bright Rock Capital Management Hanover, Massachusetts	$18.3M	$0	2	5.36%	Maintained
2111	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$18.3M	+$107K	7	4.35%	Increased
2112	Fort Sheridan Advisors Highland Park, Illinois	$18.3M	+$179K	7	9.79%	Increased
2113	Advanced Asset Management Advisors Dublin, Ohio	$18.2M	+$128K	5	5.52%	Increased
2114	swisspartners Advisors Zurich, Switzerland	$18.2M	+$16.5M	3	17.83%	New
2115	Sky Investment Group Hartford, Connecticut	$18.2M	+$194K	4	5.96%	Increased
2116	Mandatum Life Insurance Company Helsinki, Finland	$18.2M	+$2.79M	7	3.78%	Increased
2117	Buckhead Capital Management Atlanta, Georgia	$18.2M	-$161K	3	5.14%	Reduced
2118	Naples Global Advisors Naples, Florida	$18.2M	+$297K	7	3.82%	Increased
2119	Citizens & Northern Corp Wellsboro, Pennsylvania	$18.1M	-$929K	5	9.08%	Reduced
2120	One Capital Management Westlake Village, California	$18.1M	-$717K	6	2.79%	Reduced
2121	SCP Investment Orinda, California	$18.1M	-$11.5M	2	12.84%	Reduced
2122	AIA International Hong Kong	$18.1M	+$3.19M	1	59.39%	Increased
2123	Stewart Asset Management New York	$18.1M	+$17.4M	5	18.22%	New
2124	CC Cognios Capital Leawood, Kansas	$18.1M	-$2.34M	6	6.38%	Reduced
2125	Summit Trail Advisors New York	$18M	-$2.18M	4	10.41%	Reduced