← 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	PTC Provident Trust Company Waukesha, Wisconsin	$180M	+$8.3M	1	10.07%	Increased
377	Mirae Asset Global Investments Seoul, South Korea	$180M	-$40.8M	8	4.57%	Reduced
378	Martingale Asset Management Boston, Massachusetts	$178M	+$21.3M	6	6.05%	Increased
379	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$178M	+$195K	10	5.24%	Increased
380	Livforsakringsbolaget Skandia Stockholm, Sweden	$177M	+$164M	9	6.64%	Increased
381	DILH Dai-ichi Life Holdings Tokyo, Japan	$177M	-$3.19M	9	5.61%	Reduced
382	CIBC Asset Management Toronto, Ontario, Canada	$176M	+$2.18M	10	1.04%	Increased
383	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$175M	-$171M	2	3.68%	Reduced
384	OAMG Odey Asset Management Group London, United Kingdom	$175M	-$56.1M	2	3.84%	Reduced
385	Norinchukin Bank Tokyo, Japan	$174M	+$3.42M	8	4.93%	Increased
386	Eagle Asset Management St Petersburg, Florida	$174M	+$3.89M	4	0.96%	Increased
387	Baird Milwaukee, Wisconsin	$173M	+$1.63M	9	2.5%	Increased
388	Nicholas Company Milwaukee, Wisconsin	$171M	+$34.9M	3	4.12%	Increased
389	LPL Financial San Diego, California	$170M	+$4.34M	12	1.04%	Increased
390	CCM Criterion Capital Management San Francisco, California	$170M	-$42.8M	4	5.66%	Reduced
391	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$166M	-$1.38M	2	1.99%	Reduced
392	HighTower Advisors Chicago, Illinois	$165M	+$3.2M	7	3.22%	Increased
393	RS Investment Management San Francisco, California	$165M	+$8.89M	6	0.97%	Increased
394	TGCM Tukman Grossman Capital Management Larkspur, California	$163M	-$1.73M	1	8.22%	Reduced
395	Acadian Asset Management Boston, Massachusetts	$162M	+$95.3M	6	0.85%	Increased
396	SAM Sentinel Asset Management Montpelier, Vermont	$162M	-$2.07M	5	3.21%	Reduced
397	Ignis Investment Services Edinburgh, United Kingdom	$161M	-$79.9M	4	5.61%	Reduced
398	Jane Street New York	$161M	+$91.4M	9	1.78%	Increased
399	AC Ascend Capital Orinda, California	$161M	+$66.5M	4	4.18%	Increased
400	HL Financial Services Louisville, Kentucky	$161M	-$2.2M	7	4.84%	Reduced