← 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
351	Moore Capital Management New York	$281M	+$190M	4	8.72%	Increased
352	BRC Blue Ridge Capital New York	$279M	-$34.7M	1	3.1%	Reduced
353	YCMGA York Capital Management Global Advisors New York	$278M	+$261M	2	4.12%	New
354	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$277M	-$19.6M	12	2.31%	Reduced
355	Abrams Capital Management Boston, Massachusetts	$276M	$0	1	15.11%	Maintained
356	Brandywine Global Investment Management Philadelphia, Pennsylvania	$271M	-$252M	3	1.72%	Reduced
357	London Company of Virginia Richmond, Virginia	$271M	+$18.4M	5	2.34%	Increased
358	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$271M	+$54.9M	8	3.15%	Increased
359	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$269M	+$216M	8	6.17%	Increased
360	Oregon Public Employees Retirement Fund Tigard, Oregon	$268M	-$4.82M	11	6.31%	Reduced
361	Jacobs Levy Equity Management Florham Park, New Jersey	$268M	+$101M	9	5.33%	Increased
362	Victory Capital Management San Antonio, Texas	$266M	-$140M	13	1.11%	Reduced
363	Mitsubishi UFJ Asset Management Tokyo, Japan	$265M	+$43.3M	12	7.64%	Increased
364	CI Global Investments Oakland, California	$265M	+$57.6M	2	5.74%	Increased
365	Jupiter Investment Management London, United Kingdom	$264M	+$76.4M	8	7.03%	Increased
366	TBC Tweedy, Browne Co Stamford, Connecticut	$261M	+$5.56M	3	7.67%	Increased
367	Utah Retirement Systems Salt Lake City, Utah	$260M	+$6.19M	11	7.04%	Increased
368	Mirae Asset Global Investments Seoul, South Korea	$258M	+$48.6M	9	8.52%	Increased
369	Boston Trust Walden Boston, Massachusetts	$256M	+$23.1M	8	4.75%	Increased
370	Nicholas Company Milwaukee, Wisconsin	$256M	+$38.6M	4	4.79%	Increased
371	TP Thunderbird Partners London, United Kingdom	$255M	+$242M	2	58.78%	New
372	HL Financial Services Louisville, Kentucky	$254M	+$3.81M	8	6.49%	Increased
373	MC Montag & Caldwell Atlanta, Georgia	$254M	-$50.7M	3	4.69%	Reduced
374	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$254M	+$20.8M	2	7.28%	Increased
375	Everett Harris & Co Los Angeles, California	$254M	+$11.7M	6	8.85%	Increased