← 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	FFA First Foundation Advisors Irvine, California	$693M	+$9.36M	10	23.83%	Increased
402	E. Ohman J:or Asset Management Stockholm, Sweden	$690M	-$24.7M	12	19.9%	Reduced
403	MML Investors Services Springfield, Massachusetts	$686M	+$9.34M	19	4.94%	Increased
404	CCP Cryder Capital Partners London, United Kingdom	$683M	+$2.61M	3	30.92%	Increased
405	Dragoneer Investment Group San Francisco, California	$683M	-$384M	3	7.83%	Reduced
406	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$679M	-$29.5M	31	6.72%	Reduced
407	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$679M	+$12.4M	8	23.16%	Increased
408	Gabelli Funds Rye, New York	$677M	-$19.4M	13	4.27%	Reduced
409	Bartlett & Co Wealth Management Cincinnati, Ohio	$676M	+$1.49M	8	11.46%	Increased
410	Bartlett & Co Cincinnati, Ohio	$676M	+$1.49M	8	11.46%	Increased
411	TIAA FSB Jacksonville, Florida	$675M	+$6.62M	8	2.22%	Increased
412	Douglass Winthrop Advisors New York	$674M	+$2.54M	9	15.11%	Increased
413	SIM SCGF III Management Menlo Park, California	$673M	+$693M	1	100%	New
414	Rafferty Asset Management New York	$666M	+$67.9M	17	3.5%	Increased
415	Whittier Trust South Pasadena, California	$665M	+$7.51M	22	10.81%	Increased
416	UMB Bank Kansas City, Missouri	$661M	+$246M	20	8.35%	Increased
417	Baupost Group Boston, Massachusetts	$660M	-$181M	1	6.52%	Reduced
418	SAM Shell Asset Management The Hague, Netherlands	$656M	-$13M	19	13.46%	Reduced
419	Laurion Capital Management New York	$653M	+$116M	9	6.6%	Increased
420	GCM Gladstone Capital Management London, United Kingdom	$652M	+$19.6M	3	29.16%	Increased
421	SCM Suvretta Capital Management New York	$651M	+$146M	2	12.61%	Increased
422	Parallax Volatility Advisers San Francisco, California	$650M	-$775M	17	0.58%	Reduced
423	Douglas Lane & Associates New York	$650M	-$20.6M	9	8.64%	Reduced
424	Tocqueville Asset Management New York	$650M	-$13.6M	14	8.93%	Reduced
425	Cardano Risk Management Rotterdam, Netherlands	$643M	-$74M	4	70.56%	Reduced