← 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
376	Analytic Investors Los Angeles, California	$174M	-$35.1M	5	2.88%	Reduced
377	BHG Blue Harbour Group Greenwich, Connecticut	$173M	+$22.2M	1	11.29%	Increased
378	PTC Provident Trust Company Waukesha, Wisconsin	$173M	+$291K	1	10.07%	Increased
379	Generation Investment Management London, United Kingdom	$173M	-$29M	1	3.17%	Reduced
380	CIBC Asset Management Toronto, Ontario, Canada	$172M	-$13.7M	10	1.06%	Reduced
381	Marshall Wace North America New York	$172M	+$84.6M	6	3.63%	Increased
382	Huntington National Bank Columbus, Ohio	$171M	+$10.2M	11	4.52%	Increased
383	WAM World Asset Management Detroit, Michigan	$171M	-$26.1M	9	4.72%	Reduced
384	Causeway Capital Management Los Angeles, California	$170M	+$21M	2	9.61%	Increased
385	CAM ClariVest Asset Management San Diego, California	$170M	-$9.7M	5	7.12%	Reduced
386	LOAMU Lombard Odier Asset Management (USA) New York	$167M	+$93.1M	2	7.14%	Increased
387	Norinchukin Bank Tokyo, Japan	$166M	-$574K	8	4.47%	Reduced
388	Baird Milwaukee, Wisconsin	$165M	-$2.39M	10	2.83%	Reduced
389	LPL Financial San Diego, California	$164M	+$3.71M	12	1.02%	Increased
390	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$161M	-$20.3M	1	4.56%	Reduced
391	TGCM Tukman Grossman Capital Management Larkspur, California	$160M	+$490K	1	8.34%	Increased
392	SAM Sentinel Asset Management Montpelier, Vermont	$160M	-$3.33M	5	3.1%	Reduced
393	TBC Tweedy, Browne Co Stamford, Connecticut	$159M	-$24.6M	1	3.69%	Reduced
394	MAMU Marathon Asset Management (UK) London, United Kingdom	$158M	-$54.7M	2	3.9%	Reduced
395	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$158M	-$10M	2	2%	Reduced
396	Segall Bryant & Hamill Chicago, Illinois	$157M	-$6.63M	6	3.65%	Reduced
397	PIA Piedmont Investment Advisors Durham, North Carolina	$157M	-$69.2M	7	8.39%	Reduced
398	HighTower Advisors Chicago, Illinois	$156M	+$14.4M	8	3.2%	Increased
399	Welch & Forbes Boston, Massachusetts	$156M	-$4.78M	6	4.93%	Reduced
400	DCM Dupont Capital Management Wilmington, Delaware	$156M	-$51M	5	2.71%	Reduced