← 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	Blue Edge Capital Richmond, Virginia	$10.5M	-$2.26M	6	4%	Reduced
2402	Wills Financial Group Richmond, Virginia	$10.5M	+$293K	4	7.14%	Increased
2403	Gilman Hill Asset Management New Canaan, Connecticut	$10.5M	-$228K	6	3.7%	Reduced
2404	TrustCore Financial Services Brentwood, Tennessee	$10.5M	+$3.93M	14	2.91%	Increased
2405	SKBA Capital Management San Francisco, California	$10.5M	-$1.14M	2	1.69%	Reduced
2406	Chickasaw Capital Management Memphis, Tennessee	$10.5M	+$128K	5	0.25%	Increased
2407	SFE Investment Counsel Los Angeles, California	$10.5M	+$694K	4	4.73%	Increased
2408	Navellier & Associates Reno, Nevada	$10.5M	-$338K	5	1.63%	Reduced
2409	BerganKDV Wealth Management Bloomington, Minnesota	$10.5M	+$1.27M	10	2.14%	Increased
2410	AlphaCrest Capital Management New York	$10.5M	+$1.18M	9	1.59%	Increased
2411	Fernwood Investment Management Quincy, Massachusetts	$10.5M	+$581K	6	5.58%	Increased
2412	Bogle Investment Management Newton Lower Falls, Massachusetts	$10.4M	-$23.3M	2	0.8%	Reduced
2413	9258 Wealth Management Blue Ash, Ohio	$10.4M	-$798K	6	8.87%	Reduced
2414	Grove Bank & Trust Miami, Florida	$10.4M	+$437K	6	4%	Increased
2415	Stamos Capital Partners Menlo Park, California	$10.4M	-$7.53M	6	13.35%	Reduced
2416	Boardman Bay Capital Management New York	$10.4M	+$420K	8	20.17%	Increased
2417	Cambria Investment Management Manhattan Beach, California	$10.4M	-$32.8K	4	1.61%	Reduced
2418	Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$10.4M	+$2.78M	5	8.94%	Increased
2419	EGA E&G Advisors Houston, Texas	$10.4M	+$631K	8	4.56%	Increased
2420	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$10.4M	+$67.8K	6	5.36%	Increased
2421	Systematic Financial Management Teaneck, New Jersey	$10.3M	-$9.25M	4	0.35%	Reduced
2422	NC Northpointe Capital Bloomfield Hills, Michigan	$10.3M	-$2.91M	3	3.25%	Reduced
2423	Bell Bank Fargo, North Dakota	$10.3M	-$2.47M	6	2.77%	Reduced
2424	Howard Hughes Medical Institute Chevy Chase, Maryland	$10.3M	$0	2	2.41%	Maintained
2425	First Heartland Consultants Lake St. Louis, Missouri	$10.3M	+$605K	7	2.88%	Increased