← 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
2426	Junto Capital Management New York	$39.5M	-$62.5M	1	0.82%	Reduced
2427	Raub Brock Capital Management Larkspur, California	$39.4M	+$11.8M	3	8.59%	Increased
2428	Aquatic Capital Management Chicago, Illinois	$39.4M	-$108M	7	0.8%	Reduced
2429	JT Stratford LLC Gainesville, Georgia	$39.4M	+$1.88M	8	5.96%	Increased
2430	DCM Advisors New York	$39.3M	+$2.07M	4	16.86%	Increased
2431	Cardiff Park Advisors Carlsbad, California	$39.3M	-$1.1M	9	3.39%	Reduced
2432	Alta Fox Capital Management Fort Worth, Texas	$39.2M	$0	2	10.67%	Maintained
2433	Verde Servicos Internacionais Sao Paulo, Brazil	$39.2M	+$10.8M	3	17.19%	Increased
2434	Mattern Wealth Management Lawrence, Kansas	$39.2M	-$901K	5	8.16%	Reduced
2435	Grandview Asset Management Harrisburg, Pennsylvania	$39.2M	+$1.08M	8	12.55%	Increased
2436	Strait & Sound Wealth Management San Francisco, California	$39.2M	+$413K	7	16.64%	Increased
2437	Herald Investment Management London, United Kingdom	$39.2M	-$2.28M	6	5.81%	Reduced
2438	PAM Pegasus Asset Management Montebello, New York	$39.1M	+$745K	6	13.39%	Increased
2439	Spinecap SAS Paris, France	$39.1M	+$36M	2	20.32%	New
2440	BCM Bayesian Capital Management Brooklyn, New York	$39M	+$15.5M	7	6.17%	Increased
2441	BTG Pactual Asset Management US New York	$39M	-$42.5M	4	4.28%	Reduced
2442	Harrington Investments Napa, California	$39M	-$389K	5	20.64%	Reduced
2443	NewSquare Capital Newtown Square, Pennsylvania	$38.9M	+$2.84M	16	2.89%	Increased
2444	Hudson Value Partners Palm Beach, Florida	$38.9M	-$345K	6	13.42%	Reduced
2445	M. Kulyk & Associates Decatur, Georgia	$38.9M	+$823K	6	8.45%	Increased
2446	Winthrop Advisory Group Boston, Massachusetts	$38.9M	+$5.87M	7	3.75%	Increased
2447	Concord Wealth Partners Abingdon, Virginia	$38.9M	-$250K	16	5.67%	Reduced
2448	Wilkins Investment Counsel Boston, Massachusetts	$38.9M	-$2.22M	5	5.5%	Reduced
2449	Concord Asset Management (Virginia) Abingdon, Virginia	$38.8M	+$7.87M	6	5.84%	Increased
2450	III Independent Investors Inc Nesconset, New York	$38.8M	-$400K	7	8.45%	Reduced