← 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
401	PineBridge Investments New York	$146M	+$144M	8	4.65%	New
402	TBC Tweedy, Browne Co Stamford, Connecticut	$146M	+$141M	1	3.65%	New
403	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$146M	+$146M	4	10.42%	New
404	Federated Hermes Pittsburgh, Pennsylvania	$145M	+$148M	10	0.57%	New
405	VVP Vulcan Value Partners Birmingham, Alabama	$143M	+$151M	3	6.27%	New
406	RG Renaissance Group Covington, Kentucky	$142M	+$142M	5	6.43%	New
407	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$141M	+$134M	2	5.67%	New
408	CEP Chicago Equity Partners Chicago, Illinois	$141M	+$144M	7	4.38%	New
409	OCM Osterweis Capital Management San Francisco, California	$140M	+$142M	4	5.24%	New
410	TU TDAM USA Toronto, Ontario, Canada	$137M	+$132M	5	6.28%	New
411	Wasatch Advisors Salt Lake City, Utah	$137M	+$133M	5	1.5%	New
412	Aristotle Capital Management Los Angeles, California	$136M	+$146M	2	3.74%	New
413	Norinchukin Bank Tokyo, Japan	$136M	+$136M	8	4.12%	New
414	Gabelli Funds Rye, New York	$136M	+$136M	5	0.82%	New
415	CCP Clough Capital Partners Boston, Massachusetts	$135M	+$134M	4	4.52%	New
416	WIM Weitz Investment Management Omaha, Nebraska	$135M	+$130M	3	5.48%	New
417	City National Bank Beverly Hills, Delaware	$134M	+$136M	5	2.5%	New
418	Cohen & Steers New York	$134M	+$140M	4	0.42%	New
419	LPL Financial San Diego, California	$133M	+$134M	12	0.96%	New
420	BHG Blue Harbour Group Greenwich, Connecticut	$132M	+$130M	1	10.08%	New
421	TI Turner Investments Berwyn, Pennsylvania	$132M	+$127M	5	1.78%	New
422	HI Honeywell International Charlotte, North Carolina	$132M	+$132M	5	3.6%	New
423	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$131M	+$128M	3	4.38%	New
424	Gofen & Glossberg Chicago, Illinois	$131M	+$134M	6	7.09%	New
425	First Citizens Bank & Trust Raleigh, North Carolina	$130M	+$129M	9	5.32%	New