← 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
2376	RJA Asset Management Stamford, Connecticut	$25.9M	$0	2	7.87%	Maintained
2377	Regatta Capital Group El Segundo, California	$25.9M	-$294K	5	8.22%	Reduced
2378	Hudson Way Capital Management Dallas, Texas	$25.9M	-$5.58M	1	5.09%	Reduced
2379	Asio Capital Lexington, Kentucky	$25.9M	+$1.22M	5	6.89%	Increased
2380	DT Investment Partners Chadds Ford, Pennsylvania	$25.9M	+$85.7K	8	3.14%	Increased
2381	Pensionfund Sabic Sittard, Netherlands	$25.9M	-$3.15M	5	9.09%	Reduced
2382	Magnus Financial Group New York	$25.8M	+$287K	8	3.76%	Increased
2383	Redwood Investment Management Scottsdale, Arizona	$25.8M	+$10.5M	6	2.25%	Increased
2384	Kettle Hill Capital Management New York	$25.7M	+$12.4M	3	5.72%	Increased
2385	Manhattan West Asset Management Los Angeles, California	$25.7M	+$5.58M	5	7.91%	Increased
2386	Citizens Business Bank Ontario, California	$25.7M	-$845K	5	6.03%	Reduced
2387	Hillman Capital Management Bethesda, Maryland	$25.6M	-$3.4M	4	9.87%	Reduced
2388	GoodHaven Capital Management Millburn, New Jersey	$25.5M	$0	3	13.4%	Maintained
2389	STC Sarah T. Connolly	$25.5M	+$1.19M	6	16.86%	Increased
2390	McKinley Carter Wealth Services Wheeling, West Virginia	$25.5M	+$58.2K	6	2.03%	Increased
2391	Security National Bank Omaha, Nebraska	$25.4M	-$142K	5	7.13%	Reduced
2392	Enterprise Bank & Trust Lowell, Massachusetts	$25.3M	-$371K	4	10.42%	Reduced
2393	6CM 683 Capital Management New York	$25.3M	+$5.95M	2	1.96%	Increased
2394	Cincinnati Casualty Company Fairfield, Ohio	$25.3M	$0	1	16.12%	Maintained
2395	HCA Hyperion Capital Advisors New York	$25.2M	+$111K	5	13.83%	Increased
2396	CCC Chelsea Counsel Company Los Angeles, California	$25.2M	-$224K	6	12.98%	Reduced
2397	Broad Run Investment Management Arlington, Virginia	$25.2M	-$2.63M	2	3.33%	Reduced
2398	Central Asset Investments & Management Holdings Hong Kong	$25.2M	+$5.92M	4	28.53%	Increased
2399	Marcum Wealth Cleveland, Ohio	$25.1M	+$1.3M	7	3.02%	Increased
2400	FinTrust Capital Advisors Greenville, South Carolina	$25.1M	+$61.2K	15	5.58%	Increased