← 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	Wills Financial Group Richmond, Virginia	$41.9M	-$1.98M	5	15.8%	Reduced
2402	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$41.9M	+$35M	2	0.79%	Increased
2403	Crystal Rock Capital Management Bannockburn, Illinois	$41.8M	-$4.93M	4	24.83%	Reduced
2404	LJHT Laurie J. Hall Trustee	$41.8M	-$729K	5	14.76%	Reduced
2405	JT Stratford LLC Gainesville, Georgia	$41.8M	-$3.19M	5	5.32%	Reduced
2406	Focused Wealth Management Newburgh, New York	$41.8M	+$8.91M	11	4.33%	Increased
2407	Strait & Sound Wealth Management San Francisco, California	$41.7M	+$3.58M	8	15.54%	Increased
2408	Blackhill Capital Morristown, New Jersey	$41.7M	$0	4	2.15%	Maintained
2409	FIM FWL Investment Management Dallas, Texas	$41.7M	-$11.7M	9	9.16%	Reduced
2410	Marathon Capital Management Hunt Valley, Maryland	$41.7M	+$4.83M	6	9.37%	Increased
2411	Lead Edge Capital Management New York	$41.7M	+$14.2M	1	10.23%	Increased
2412	Cutler Investment Counsel Jacksonville, Oregon	$41.7M	+$175K	5	4.29%	Increased
2413	Signet Financial Management Parsippany, New Jersey	$41.6M	+$540K	6	4.67%	Increased
2414	Nordwand Advisors Radnor, Pennsylvania	$41.5M	+$728K	6	7.26%	Increased
2415	Abacus Planning Group Columbia, South Carolina	$41.5M	-$506K	8	5.59%	Reduced
2416	LCS Luma Capital SA Luxembourg,	$41.5M	$0	4	39.93%	Maintained
2417	Freemont Management Vaud, Switzerland	$41.5M	+$2.05M	4	6.28%	Increased
2418	Missouri Trust & Investment Company Springfield, Missouri	$41.4M	+$243K	11	12.16%	Increased
2419	Wilsey Asset Management San Diego, California	$41.4M	-$17.2K	2	6.5%	Reduced
2420	Field & Main Bank Henderson, Kentucky	$41.4M	-$203K	7	12.04%	Reduced
2421	SIA Strategic Investment Advisors Farmington Hills, Michigan	$41.3M	+$9.9M	7	2.85%	Increased
2422	Paragon Private Wealth Management Lexington, Kentucky	$41.3M	+$595K	7	12.92%	Increased
2423	Cherry Creek Investment Advisors Englewood, Colorado	$41.2M	-$200K	8	17.92%	Reduced
2424	Lorne Steinberg Wealth Management Montreal, Quebec, Canada	$41.2M	+$3M	4	9.76%	Increased
2425	Miramar Capital Northbrook, Illinois	$41.1M	-$4.23M	3	9.16%	Reduced