← 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	Evolution Wealth Advisors Aventura, Florida	$40.4M	+$2.23M	6	4.11%	Increased
2452	Bank of New Hampshire Laconia, New Hampshire	$40.4M	+$649K	11	9.23%	Increased
2453	Plancorp LLC Saint Louis, Missouri	$40.3M	+$113K	6	1.15%	Increased
2454	Isthmus Partners Madison, Wisconsin	$40.2M	-$2.76M	5	4.22%	Reduced
2455	SC Sawyer & Company Boston, Massachusetts	$40.2M	-$1.61M	6	15.49%	Reduced
2456	PCG PFC Capital Group Los Angeles, California	$40.2M	+$49.2K	5	17.73%	Increased
2457	Prelude Capital Management New York	$40M	-$8.93M	18	3.06%	Reduced
2458	Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$39.9M	+$10.2M	6	4.73%	Increased
2459	Hourglass Capital Houston, Texas	$39.9M	+$4.38M	7	8.31%	Increased
2460	Brady Family Wealth Saint Louis, Missouri	$39.9M	+$301K	5	12.44%	Increased
2461	MSA Advisors Santa Monica, California	$39.8M	-$2.14K	4	11.96%	Reduced
2462	Sierra Capital Miami, Florida	$39.8M	-$3.5M	6	4.33%	Reduced
2463	Delta Financial Advisors New Orleans, Louisiana	$39.7M	-$439K	5	10.35%	Reduced
2464	Canal Insurance Company Greenville, South Carolina	$39.7M	+$2.09M	3	8.53%	Increased
2465	Principal Street Partners Memphis, Tennessee	$39.7M	+$7.28M	7	6.47%	Increased
2466	KKM Financial Chicago, Illinois	$39.6M	$0	7	7.04%	Maintained
2467	Texas Bank & Trust Longview, Texas	$39.6M	-$174K	8	14.88%	Reduced
2468	Poehling Capital Management Madison, Wisconsin	$39.6M	+$1.99M	7	8.34%	Increased
2469	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$39.6M	-$1.55M	5	11.29%	Reduced
2470	Quadcap Wealth Management Frisco, Texas	$39.6M	-$49.9K	6	4.5%	Reduced
2471	Umpqua Bank Lake Oswego, Oregon	$39.6M	-$506K	7	11.29%	Reduced
2472	AL Advaya LLP London, United Kingdom	$39.5M	+$13.1M	1	27.49%	Increased
2473	Wealth High Governance Asset Management Sao Paulo,	$39.5M	+$29.6M	3	6.16%	Increased
2474	Bell & Brown Wealth Advisors Newport Beach, California	$39.5M	-$274K	6	12.81%	Reduced
2475	Alight Capital Management New York	$39.4M	-$27.2M	5	9.45%	Reduced