← 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
2201	Point Break Capital Management Miami, Florida	$16.5M	+$14.6M	1	2.61%	New
2202	SG Swarthmore Group Philadelphia, Pennsylvania	$16.5M	-$631K	2	3.83%	Reduced
2203	Enterprise Bank & Trust Lowell, Massachusetts	$16.5M	+$199K	4	7.42%	Increased
2204	Lake Street Advisors Group Portsmouth, New Hampshire	$16.5M	+$883K	7	1.62%	Increased
2205	Penbrook Management New York	$16.5M	-$130K	6	16.07%	Reduced
2206	Old Mission Capital Chicago, Illinois	$16.5M	+$13.7M	2	1.27%	Increased
2207	MCA Mercer Capital Advisers Little Silver, New Jersey	$16.5M	-$822K	6	9.88%	Reduced
2208	Geneva Partners Lake Geneva, Wisconsin	$16.4M	+$1.63M	4	11.33%	Increased
2209	Cadence Bank NA Houston, Texas	$16.4M	+$430K	6	6.04%	Increased
2210	Capstone Financial Group Oklahoma City, Oklahoma	$16.4M	+$15.8M	6	15.77%	New
2211	Minot Wealth Management Westwood, Massachusetts	$16.3M	+$14.6M	5	7.45%	New
2212	Bourgeon Capital Management Darien, Connecticut	$16.3M	-$119K	7	7.71%	Reduced
2213	Eagle Capital Management (Louisiana) Mandeville, Louisiana	$16.3M	-$253K	3	8.55%	Reduced
2214	Rikoon Group Santa Fe, New Mexico	$16.3M	+$1.15K	6	5.61%	Increased
2215	Montgomery Investment Management Rockville, Maryland	$16.3M	-$120K	4	6.65%	Reduced
2216	Martin & Co Knoxville, Tennessee	$16.3M	+$7.97K	5	4.69%	Increased
2217	HIC Harbor Island Capital Topsfield, Massachusetts	$16.2M	-$134K	2	12.15%	Reduced
2218	Concentric Wealth Management Lafayette, California	$16.2M	+$1.73M	6	6.93%	Increased
2219	Clearstead Trust Portland, Maine	$16.2M	-$134K	6	11.84%	Reduced
2220	AO Allen Operations New York	$16.1M	+$3.47M	3	6.9%	Increased
2221	Sphera Funds Management Tel Aviv, Israel	$16.1M	+$3.39M	2	1.33%	Increased
2222	Transcend Capital Advisors Madison, New Jersey	$16.1M	+$15.5M	6	4.33%	New
2223	CRCP Copper Rock Capital Partners Boston, Massachusetts	$16.1M	-$5.14M	1	1.22%	Reduced
2224	KCM Karp Capital Management Sausalito, California	$16M	+$52.5K	5	4.23%	Increased
2225	Jericho Capital Asset Management New York	$16M	-$63.7M	1	0.87%	Reduced