← 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
426	Driehaus Capital Management Chicago, Illinois	$466M	-$99.6M	12	9.56%	Reduced
427	Cardano Risk Management Rotterdam, Netherlands	$460M	-$15.5M	4	69.07%	Reduced
428	Stockbridge Partners Boston, Massachusetts	$459M	-$121M	1	12.65%	Reduced
429	CAPTRUST Financial Advisors Raleigh, North Carolina	$455M	-$36.6M	24	7.54%	Reduced
430	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$454M	-$50.4M	4	1.75%	Reduced
431	London Company of Virginia Richmond, Virginia	$454M	+$673K	3	3.23%	Increased
432	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$453M	+$662M	1	58.34%	Increased
433	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$449M	-$259M	1	28.78%	Reduced
434	FFA First Foundation Advisors Irvine, California	$449M	-$3.84M	8	20.82%	Reduced
435	Personal Capital Advisors Redwood City, California	$445M	+$4.69M	11	3.35%	Increased
436	Vaughan Nelson Investment Management Houston, Texas	$442M	+$33.3M	3	6.15%	Increased
437	Durable Capital Partners Bethesda, Maryland	$440M	+$127M	2	4.84%	Increased
438	MAI Capital Management Independence, Ohio	$438M	-$10M	9	12.69%	Reduced
439	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$434M	-$18M	25	6.1%	Reduced
440	HM Payson & Co Portland, Maine	$433M	-$6.81M	18	13.33%	Reduced
441	PIM Platinum Investment Management Sydney Australia 2000, Australia	$431M	-$216M	7	10.66%	Reduced
442	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$430M	-$14.9M	11	14.62%	Reduced
443	South Dakota Investment Council Sioux Falls, South Dakota	$428M	-$3.22M	7	9.39%	Reduced
444	Gabelli Funds Rye, New York	$423M	-$5.33M	10	3.29%	Reduced
445	Whittier Trust South Pasadena, California	$422M	+$11.4M	20	10.04%	Increased
446	MVP Miller Value Partners Sarasota, Florida	$420M	+$20.9M	5	15.07%	Increased
447	FAS Formuepleje A/S Aarhus C, Denmark	$419M	+$36.8M	5	18.28%	Increased
448	Edmond de Rothschild Holding Chambesy, Switzerland	$415M	-$3.6M	17	16.43%	Reduced
449	DF Dent & Co Baltimore, Maryland	$414M	-$5.87M	6	5.58%	Reduced
450	Ossiam Paris, France	$412M	+$103M	8	17.24%	Increased