← 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	Segall Bryant & Hamill Chicago, Illinois	$344M	+$102M	10	5.24%	Increased
402	Artemis Investment Management Edinburgh, United Kingdom	$342M	-$130M	5	4.67%	Reduced
403	B BP London, United Kingdom	$341M	+$19.3M	12	11.01%	Increased
404	PTC Provident Trust Company Waukesha, Wisconsin	$341M	+$5.26M	3	12.65%	Increased
405	AIM Allen Investment Management New York	$339M	+$22.1M	6	12.91%	Increased
406	Silvercrest Asset Management New York	$337M	-$3.69M	9	3.16%	Reduced
407	Icahn Carl Sunny Isles Beach, Florida	$334M	+$314M	1	1.38%	New
408	Gotham Asset Management New York	$334M	+$29.1M	12	4.83%	Increased
409	Greenwoods Asset Management Grand Cayman, Cayman Islands	$333M	-$38.1M	1	30.14%	Reduced
410	HCM Highline Capital Management New York	$333M	+$48.2M	3	11.16%	Increased
411	PGGM Investments Zeist, Netherlands	$331M	+$89.5M	3	1.82%	Increased
412	Dai-ichi Life Insurance Company Tokyo, Japan	$330M	-$32.8M	10	7.95%	Reduced
413	SCM Suvretta Capital Management New York	$329M	-$116M	1	8.72%	Reduced
414	Huntington National Bank Columbus, Ohio	$329M	+$12.3M	16	5.46%	Increased
415	Rothschild & Co Asset Management US Stamford, Connecticut	$326M	-$4M	5	3.5%	Reduced
416	Fiduciary Management Inc Milwaukee, Wisconsin	$325M	-$343M	1	2.08%	Reduced
417	Williams Jones & Associates New York	$325M	-$9.08M	8	7.17%	Reduced
418	SAM Scopus Asset Management New York	$324M	+$19.7M	3	3%	Increased
419	Douglas Lane & Associates New York	$323M	+$12.1M	7	6.85%	Increased
420	Markel Group Glen Allen, Virginia	$321M	+$10.3M	4	5.88%	Increased
421	LSCM Light Street Capital Management Palo Alto, California	$320M	+$82.8M	4	22.37%	Increased
422	Nikko Asset Management Americas New York	$318M	+$50.9M	4	9.51%	Increased
423	Alyeska Investment Group Chicago, Illinois	$318M	-$157M	6	2.85%	Reduced
424	RCW Rheos Capital Works Tokyo, Japan	$318M	+$19.1M	3	45.03%	Increased
425	OA Omega Advisors New York	$318M	-$23.1M	4	11.07%	Reduced