← 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	SAM Sentinel Asset Management Montpelier, Vermont	$172M	+$10.7M	7	3.42%	Increased
377	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$172M	+$121M	6	1.21%	Increased
378	CIBC Asset Management Toronto, Ontario, Canada	$171M	-$6M	10	0.97%	Reduced
379	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$170M	-$9.61M	10	4.85%	Reduced
380	LPL Financial San Diego, California	$170M	+$204K	12	0.99%	Increased
381	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$170M	-$64.9M	8	5.01%	Reduced
382	DILH Dai-ichi Life Holdings Tokyo, Japan	$169M	-$7.58M	9	5.27%	Reduced
383	Nicholas Company Milwaukee, Wisconsin	$168M	-$4M	2	3.99%	Reduced
384	HMP HS Management Partners New York	$166M	+$59.9M	1	6.8%	Increased
385	RS Investment Management San Francisco, California	$165M	-$1.39M	6	1.38%	Reduced
386	Waverton Investment Management London, United Kingdom	$164M	-$75.9M	3	10.74%	Reduced
387	Martingale Asset Management Boston, Massachusetts	$164M	-$13.6M	5	5.12%	Reduced
388	TBC Tweedy, Browne Co Stamford, Connecticut	$164M	-$698K	1	3.49%	Reduced
389	River Road Asset Management Louisville, Kentucky	$163M	-$33.7M	2	2.16%	Reduced
390	Norinchukin Bank Tokyo, Japan	$162M	-$12M	8	4.77%	Reduced
391	Rothschild & Co Asset Management US Stamford, Connecticut	$162M	+$4.69M	4	3.32%	Increased
392	Gabelli Funds Rye, New York	$158M	+$6.95M	5	0.78%	Increased
393	HL Financial Services Louisville, Kentucky	$158M	-$496K	7	4.6%	Reduced
394	SA Smithwood Advisers Los Angeles, California	$157M	+$44.9M	3	11.18%	Increased
395	MVIP Mar Vista Investment Partners Los Angeles, California	$155M	-$2.69M	2	9.65%	Reduced
396	Vaughan Nelson Investment Management Houston, Texas	$155M	+$7.51M	2	2.2%	Increased
397	Nomura Holdings Tokyo, Japan	$155M	-$122M	12	0.04%	Reduced
398	Analytic Investors Los Angeles, California	$155M	+$8.15M	6	2.51%	Increased
399	Welch & Forbes Boston, Massachusetts	$154M	-$789K	5	4.86%	Reduced
400	Haverford Trust Company Radnor, Pennsylvania	$154M	+$2.17M	4	4.51%	Increased