← 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	$197M	+$36.6M	6	2.82%	Increased
377	Maverick Capital Dallas, Texas	$195M	+$198M	1	2.86%	New
378	CI Global Investments Oakland, California	$195M	-$137M	5	4.43%	Reduced
379	SC Stralem & Co New York	$194M	-$46.1M	3	7.79%	Reduced
380	Cambiar Investors Denver, Colorado	$193M	+$858K	2	2.77%	Increased
381	RCM Riverhead Capital Management Wilmington, Delaware	$193M	+$41.2M	8	3.32%	Increased
382	Marshall Wace London, United Kingdom	$192M	-$11.4M	8	2.77%	Reduced
383	Waverton Investment Management London, United Kingdom	$192M	+$19.2M	4	13.21%	Increased
384	Everett Harris & Co Los Angeles, California	$190M	-$10.7M	6	6.87%	Reduced
385	Madison Investment Holdings Madison, Wisconsin	$190M	-$30.3M	5	4.18%	Reduced
386	Huntington National Bank Columbus, Ohio	$188M	+$4.12M	6	3.86%	Increased
387	PTC Provident Trust Company Waukesha, Wisconsin	$188M	-$1.39M	2	11.01%	Reduced
388	GA Geneva Advisors Chicago, Illinois	$187M	+$730K	6	3.53%	Increased
389	Saturna Capital Bellingham, Washington	$187M	-$16.1M	6	5%	Reduced
390	Alkeon Capital Management New York	$185M	+$42M	2	3.66%	Increased
391	Baird Milwaukee, Wisconsin	$184M	+$41.8M	8	2.59%	Increased
392	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$184M	+$68.7M	2	4.72%	Increased
393	GC GMT Capital Atlanta, Georgia	$182M	+$5.39M	2	3.91%	Increased
394	MAM Marketfield Asset Management New York	$182M	+$188M	1	1.72%	New
395	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$179M	+$13.5M	8	5.85%	Increased
396	SAM Sentinel Asset Management Montpelier, Vermont	$178M	-$8.91M	7	3.67%	Reduced
397	CC Carlson Capital Dallas, Texas	$177M	+$32.1M	5	1.91%	Increased
398	Martingale Asset Management Boston, Massachusetts	$176M	+$6M	6	5.46%	Increased
399	Nicholas Company Milwaukee, Wisconsin	$176M	$0	2	4.13%	Maintained
400	Norinchukin Bank Tokyo, Japan	$174M	+$4.61M	8	4.98%	Increased