← 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	Two Sigma Investments New York	$1B	-$381M	25	2.28%	Reduced
377	Yousif Capital Management Bloomfield Hills, Michigan	$1B	-$26.3M	18	11.33%	Reduced
378	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$1,000M	+$46.5M	2	7.61%	Increased
379	Mutual of America Capital Management New York	$995M	-$23.3M	15	10.88%	Reduced
380	Evercore Wealth Management New York	$994M	-$13M	7	15.65%	Reduced
381	GGHC Gilder Gagnon Howe & Co New York	$985M	-$20.9M	8	12.34%	Reduced
382	Burgundy Asset Management Toronto, Ontario, Canada	$981M	-$45.9M	5	10.35%	Reduced
383	LSV Asset Management Chicago, Illinois	$971M	-$38.2M	6	2.13%	Reduced
384	Haverford Trust Company Radnor, Pennsylvania	$958M	+$88.5M	6	10.08%	Increased
385	E. Ohman J:or Asset Management Stockholm, Sweden	$957M	+$1.03M	11	23.74%	Increased
386	Regions Financial Corp Birmingham, Alabama	$957M	-$15.5M	12	7.27%	Reduced
387	Quilter Plc London, United Kingdom	$955M	-$14.7M	5	21.42%	Reduced
388	Employees Provident Fund Board Shah Alam, Malaysia	$950M	-$23.3M	7	15.2%	Reduced
389	Phoenix Financial Givatayim, Israel	$945M	+$120M	9	14.39%	Increased
390	Stockbridge Partners Boston, Massachusetts	$943M	-$13.4M	2	19.49%	Reduced
391	SG Americas Securities New York	$941M	-$787M	28	5.49%	Reduced
392	Bartlett & Co Wealth Management Cincinnati, Ohio	$941M	-$4.63M	15	14.27%	Reduced
393	Whittier Trust South Pasadena, California	$939M	+$33.7M	23	13.32%	Increased
394	TC Tairen Capital Hong Kong	$937M	+$743M	5	33.62%	Increased
395	FAM Foxhaven Asset Management Charlottesville, Virginia	$934M	+$20.6M	3	26.18%	Increased
396	BI BlueSpruce Investments Chicago, Illinois	$927M	+$64.4M	2	17.03%	Increased
397	Silvercrest Asset Management New York	$915M	-$29.7M	10	6.28%	Reduced
398	MAI Capital Management Independence, Ohio	$908M	+$29.3M	14	8.9%	Increased
399	Carson Wealth (CWM LLC) Omaha, Nebraska	$908M	+$22.3M	32	4.28%	Increased
400	Atalanta Sosnoff Capital New York	$907M	-$3.64M	5	20.45%	Reduced