← 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
301	Royal London Asset Management United Kingdom	$265M	+$2.3M	9	6.73%	Increased
302	Appaloosa Management Miami Beach, Florida	$265M	+$93.2M	1	3.33%	Increased
303	OI Oakbrook Investments Lisle, Illinois	$264M	-$24.1M	6	7.33%	Reduced
304	Aperio Group Sausalito, California	$263M	-$224M	0	–	Closed
305	Saturna Capital Bellingham, Washington	$262M	-$3.47M	6	6.69%	Reduced
306	AGF Investments Inc Toronto, Ontario, Canada	$260M	-$2.16M	6	2.66%	Reduced
307	Raymond James & Associates St Petersburg, Florida	$258M	+$11M	9	1.94%	Increased
308	Beck Mack & Oliver New York	$256M	+$55.8M	4	6.27%	Increased
309	JC Joho Capital New York	$252M	-$23M	1	17.21%	Reduced
310	FQ First Quadrant Glendale, California	$251M	+$19.6M	9	5.87%	Increased
311	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$251M	-$11M	2	4.31%	Reduced
312	DL Delta Lloyd Amsterdam, Netherlands	$248M	-$50.9M	8	8.68%	Reduced
313	Fort Washington Investment Advisors Cincinnati, Ohio	$244M	-$39.7M	6	5.51%	Reduced
314	CM CS McKee Pittsburgh, Pennsylvania	$244M	-$31.9M	3	4.78%	Reduced
315	Nomura Asset Management Tokyo, Japan	$244M	+$6.23M	10	4.39%	Increased
316	KCM Kames Capital Management Edinburgh, United Kingdom	$239M	-$19.3M	6	7.96%	Reduced
317	Jacobs Levy Equity Management Florham Park, New Jersey	$238M	-$19.4M	8	3.57%	Reduced
318	CCM Criterion Capital Management San Francisco, California	$237M	-$22M	3	7.47%	Reduced
319	Aristotle Capital Management Los Angeles, California	$237M	+$32.7M	2	3.77%	Increased
320	Ignis Investment Services Edinburgh, United Kingdom	$237M	+$219M	5	8.11%	New
321	JP Morgan Private Wealth Advisors San Francisco, California	$236M	+$7.66M	9	4.74%	Increased
322	1919 Investment Counsel Baltimore, Maryland	$236M	+$4.86M	7	4.93%	Increased
323	Madison Investment Holdings Madison, Wisconsin	$235M	-$14.5M	5	4.56%	Reduced
324	SA Smithwood Advisers Los Angeles, California	$234M	+$94.8M	4	13.63%	Increased
325	Edge Asset Management Seattle, Washington	$234M	-$34.2M	6	2.55%	Reduced