← 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
2251	Peregrine Asset Advisers Portland, Oregon	$10.5M	-$1.21M	5	13.64%	Reduced
2252	Peninsula Wealth San Francisco, California	$10.5M	+$188K	3	6.52%	Increased
2253	Verition Fund Management Greenwich, Connecticut	$10.5M	-$25.9M	9	0.75%	Reduced
2254	Kerrisdale Advisers Miami, Florida	$10.4M	+$10.8M	1	6.48%	New
2255	ASA Armstrong Shaw Associates New Canaan, Connecticut	$10.4M	-$210K	3	10.91%	Reduced
2256	FormulaFolio Investments Grand Rapids, Michigan	$10.4M	-$4.49K	7	0.46%	Reduced
2257	WCA Windsor Creek Advisors Bethel, Vermont	$10.4M	+$10.8M	4	3.3%	New
2258	Two Sigma Securities New York	$10.4M	+$2.27M	13	0.13%	Increased
2259	Horan Capital Advisors Cincinnati, Ohio	$10.4M	-$3.08M	4	6.95%	Reduced
2260	Amarillo National Bank Amarillo, Texas	$10.4M	+$235K	6	5.79%	Increased
2261	MM Meridian Management Little Rock, Arkansas	$10.4M	+$1.34M	4	5.28%	Increased
2262	Montecito Bank & Trust Santa Barbara, California	$10.3M	+$333K	6	3.57%	Increased
2263	Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$10.3M	+$11M	4	3.96%	New
2264	Iowa State Bank Urbandale, Iowa	$10.3M	-$241K	3	5.21%	Reduced
2265	CWM Catamount Wealth Management Westport, Connecticut	$10.3M	-$5.76M	4	7.04%	Reduced
2266	New Jersey Better Educational Savings Trust Trenton, New Jersey	$10.3M	+$1.34M	5	13.19%	Increased
2267	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$10.3M	+$11.3M	5	5.12%	New
2268	SFM Signature Financial Management Norfolk, Virginia	$10.3M	-$7.7M	5	2.47%	Reduced
2269	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.3M	-$4.3M	5	1.18%	Reduced
2270	Biltmore Family Office Charlotte, North Carolina	$10.3M	+$277K	6	5.79%	Increased
2271	Blackhill Capital Morristown, New Jersey	$10.3M	$0	4	1.96%	Maintained
2272	Benin Management Corp Wilton, Connecticut	$10.2M	+$180K	6	5.07%	Increased
2273	Uncommon Cents Investing Janesville, Wisconsin	$10.2M	-$1.33M	3	7.6%	Reduced
2274	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$10.2M	-$92K	2	4.75%	Reduced
2275	Minneapolis Portfolio Management Group Wayzata, Minnesota	$10.2M	-$17.8M	1	1.4%	Reduced