← 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
2401	JB Capital Wethersfield, Connecticut	$49.5M	-$11.9M	7	1.71%	Reduced
2402	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$49.5M	-$1.71M	5	9.35%	Reduced
2403	MKA M. Kulyk & Associates Decatur, Georgia	$49.4M	-$1.08M	6	8.06%	Reduced
2404	CCT Chemung Canal Trust Elmira, New York	$49.4M	-$3.93M	5	9.12%	Reduced
2405	NG NatWest Group Edinburgh, Scotland, United Kingdom	$49.3M	-$717K	4	8.8%	Reduced
2406	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$49.3M	-$538K	26	4.69%	Reduced
2407	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$49.2M	-$420K	4	25.1%	Reduced
2408	WPI Walter Public Investments Westmount, Canada	$49.2M	-$7.05M	3	11.83%	Reduced
2409	SWA ShankerValleau Wealth Advisors Skokie, Illinois	$49.2M	-$410K	6	12.95%	Reduced
2410	LSWM Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$49.1M	+$2.03M	4	10.09%	Increased
2411	IA Intellus Advisors Naples, Florida	$49.1M	-$2.28M	6	5.96%	Reduced
2412	IAM Infusive Asset Management New York	$49M	-$435K	4	22.29%	Reduced
2413	LCM Lazari Capital Management Woodland Hills, California	$49M	+$2.27M	7	15.08%	Increased
2414	LAM Lynch Asset Management Yardley, Pennsylvania	$48.9M	+$106K	5	13.38%	Increased
2415	JAM JCIC Asset Management Toronto, Ontario, Canada	$48.9M	$0	6	14.98%	Maintained
2416	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$48.9M	-$971K	4	26.04%	Reduced
2417	MCM Marathon Capital Management Hunt Valley, Maryland	$48.8M	+$851K	6	9.88%	Increased
2418	JWM JGP Wealth Management Bend, Oregon	$48.8M	+$990K	6	4.38%	Increased
2419	GMA Glassy Mountain Advisors Bethesda, Maryland	$48.8M	-$1.78M	5	13.34%	Reduced
2420	PAM Pegasus Asset Management Montebello, New York	$48.6M	+$1.95M	5	13.85%	Increased
2421	BFM Blacksheep Fund Management Co. Dublin, Ireland	$48.5M	$0	1	15.68%	Maintained
2422	KF Ketron Financial Novato, California	$48.5M	-$2.79M	4	15.07%	Reduced
2423	PHS Pekin Hardy Strauss Chicago, Illinois	$48.5M	+$1.6M	9	4.27%	Increased
2424	GEA Glen Eagle Advisors Kingston, New Jersey	$48.5M	-$791K	15	6.11%	Reduced
2425	HIP Harrell Investment Partners Austin, Texas	$48.4M	-$135K	5	10.5%	Reduced