← 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
451	B BP London, United Kingdom	$132M	+$11.8M	5	4.38%	Increased
452	Seizert Capital Partners Birmingham, Michigan	$132M	-$1.35M	4	3.08%	Reduced
453	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$131M	-$3.28M	4	7.96%	Reduced
454	Placemark Investments Chicago, Illinois	$131M	-$54.8M	10	2.5%	Reduced
455	Bartlett & Co Cincinnati, Ohio	$127M	-$491K	5	6.32%	Reduced
456	MUFG Americas New York	$126M	+$1.43M	8	4.26%	Increased
457	PointState Capital New York	$124M	+$88.5M	2	1.98%	Increased
458	AGA Altrinsic Global Advisors Stamford, Connecticut	$123M	-$3.28M	2	2.11%	Reduced
459	Meyer Handelman Company Rye Brook, New York	$122M	-$427K	4	5.88%	Reduced
460	HP Holowesko Partners Nassau, Bahamas	$122M	+$39M	1	7.14%	Increased
461	CC Curian Capital Denver, Colorado	$122M	-$11.2M	7	2.17%	Reduced
462	Fiduciary Trust Boston, Massachusetts	$122M	-$4.93M	7	5.4%	Reduced
463	Cullen Capital Management New York	$121M	+$1.08M	2	3.28%	Increased
464	LCM Lakewood Capital Management New York	$121M	-$13.7M	1	9.18%	Reduced
465	VM Valinor Management New York	$120M	+$91M	2	3.67%	Increased
466	Bridgeway Capital Management Houston, Texas	$119M	-$5.99M	7	3.42%	Reduced
467	NG NatWest Group Edinburgh, Scotland, United Kingdom	$119M	-$80.1M	6	5.27%	Reduced
468	CAM Capstone Asset Management Houston, Texas	$119M	-$13.2M	9	3.64%	Reduced
469	HM Payson & Co Portland, Maine	$119M	-$5.74M	4	6.28%	Reduced
470	Segall Bryant & Hamill Chicago, Illinois	$118M	-$30.4M	7	2.83%	Reduced
471	OA Oak Associates Akron, Ohio	$118M	-$21.4M	8	14.58%	Reduced
472	Johnson Investment Counsel Cincinnati, Ohio	$117M	-$1.4M	6	4.31%	Reduced
473	Tokio Marine Asset Management Tokyo, Japan	$115M	-$2.58M	9	7.46%	Reduced
474	PineBridge Investments New York	$115M	-$41.1M	8	3.78%	Reduced
475	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$115M	-$6.1M	6	3.14%	Reduced