← 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
326	FQ First Quadrant Glendale, California	$203M	+$5.19M	9	5.14%	Increased
327	Stifel Nicolaus & Co St Louis, Missouri	$200M	+$34.6M	9	3.31%	Increased
328	USSCPF United States Steel & Carnegie Pension Fund New York	$198M	-$10.4M	2	4.58%	Reduced
329	Analytic Investors Los Angeles, California	$197M	+$23.2M	7	3.18%	Increased
330	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$196M	+$1.51M	8	3.25%	Increased
331	VVP Vulcan Value Partners Birmingham, Alabama	$195M	+$42.8M	2	5.96%	Increased
332	Asset Management One Tokyo, Japan	$194M	+$13.2M	10	2.92%	Increased
333	Bahl & Gaynor Cincinnati, Ohio	$194M	+$1.79M	4	3.48%	Increased
334	HAM HHR Asset Management Berkeley Heights, New Jersey	$193M	+$15.7M	2	8.47%	Increased
335	SCCM Schafer Cullen Capital Management New York	$193M	-$944K	2	2.12%	Reduced
336	Boston Trust Walden Boston, Massachusetts	$193M	-$3.88M	6	2.95%	Reduced
337	PIA Piedmont Investment Advisors Durham, North Carolina	$192M	-$28.1M	7	10.03%	Reduced
338	Silvercrest Asset Management New York	$191M	-$2.47M	5	3.68%	Reduced
339	MAMU Marathon Asset Management (UK) London, United Kingdom	$190M	+$3.4M	2	4.61%	Increased
340	Kornitzer Capital Management Shawnee Mission, Kansas	$190M	+$8.38M	8	2.22%	Increased
341	EdgePoint Investment Group Toronto, Ontario, Canada	$188M	+$26.2M	1	5.49%	Increased
342	SAC Capital Advisors Stamford, Connecticut	$187M	-$206M	10	1.01%	Reduced
343	Waverton Investment Management London, United Kingdom	$186M	+$32M	6	10.94%	Increased
344	Commerce Bank Kansas City, Missouri	$185M	-$9.01M	7	3.34%	Reduced
345	Aristotle Capital Management Los Angeles, California	$184M	+$44.4M	2	3.69%	Increased
346	GC GMT Capital Atlanta, Georgia	$184M	-$785K	1	4.23%	Reduced
347	DCM Dupont Capital Management Wilmington, Delaware	$183M	+$12.9M	5	3.35%	Increased
348	ProShare Advisors Bethesda, Maryland	$181M	-$135M	10	4.3%	Reduced
349	Scharf Investments Los Gatos, California	$180M	+$4.6M	3	8.52%	Increased
350	OCM Osterweis Capital Management San Francisco, California	$180M	+$19.1M	2	5.8%	Increased