← 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
2451	BDWCC B&D White Capital Company Lakeway, Texas	$47.2M	-$136M	3	4.7%	Reduced
2452	LI Lafayette Investments Ashton, Maryland	$47.1M	+$588K	5	8.68%	Increased
2453	BIP Wealth Atlanta, Georgia	$47.1M	+$12.5M	7	1.34%	Increased
2454	DRD Dennis R. Delaney	$46.8M	-$1.97M	3	14.91%	Reduced
2455	IP Isthmus Partners Madison, Wisconsin	$46.8M	+$1.16M	5	4.52%	Increased
2456	PPWM Paragon Private Wealth Management Lexington, Kentucky	$46.8M	-$193K	8	12.21%	Reduced
2457	KAM Knightsbridge Asset Management Newport Beach, California	$46.6M	-$4.56M	10	6.12%	Reduced
2458	SC Sierra Capital Miami, Florida	$46.6M	+$482K	6	4.5%	Increased
2459	WPIC White Pine Investment Company Livonia, Michigan	$46.5M	-$681K	3	9.92%	Reduced
2460	EMC Everest Management Corp Cupertino, California	$46.5M	+$4.81M	6	17.35%	Increased
2461	SC Shay Capital New York	$46.5M	+$11.8M	15	2.99%	Increased
2462	GP Greenline Partners New York	$46.4M	+$1.1M	4	4.72%	Increased
2463	CGH Contrarius Group Holdings Hamilton, Bermuda	$46.3M	-$85.3M	4	2.14%	Reduced
2464	MC Miramar Capital Northbrook, Illinois	$46.3M	+$17.4K	3	10.17%	Increased
2465	MCM Maytus Capital Management New York	$46.1M	-$47.5M	7	7.25%	Reduced
2466	TC Trilogy Capital Irvine, California	$46M	+$11.1M	6	1.79%	Increased
2467	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$46M	+$5.5M	10	15.31%	Increased
2468	SIA Strategic Investment Advisors Farmington Hills, Michigan	$46M	-$664K	7	2.78%	Reduced
2469	SFG Snider Financial Group Bellevue, Washington	$46M	+$6.45M	7	11.7%	Increased
2470	TC TFR Capital Plano, Texas	$45.9M	-$430K	6	12.93%	Reduced
2471	HCA Heck Capital Advisors Rhinelander, Wisconsin	$45.9M	+$29.8M	6	2.74%	Increased
2472	QWM Quadcap Wealth Management Frisco, Texas	$45.8M	+$1.16M	8	4.46%	Increased
2473	LFP Leeward Financial Partners Bellevue, Washington	$45.8M	-$569K	6	12.01%	Reduced
2474	SSWM Strait & Sound Wealth Management San Francisco, California	$45.7M	-$922K	8	16.02%	Reduced
2475	Weiss Asset Management Boston, Massachusetts	$45.6M	-$5.58M	11	0.48%	Reduced