← 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	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$123M	+$23.7M	9	4.89%	Increased
452	Caledonia Investments (Australia) Sydney NSW, Australia	$121M	+$10.3M	1	7.41%	Increased
453	MUFG Americas New York	$121M	-$4.71M	8	3.93%	Reduced
454	Bridgeway Capital Management Houston, Texas	$120M	+$2.4M	7	3.16%	Increased
455	Foresters Investment Management New York	$120M	-$11.3M	3	2.46%	Reduced
456	Whale Rock Capital Management Boston, Massachusetts	$120M	+$4.21M	4	15.44%	Increased
457	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$119M	-$138M	1	2.88%	Reduced
458	Meyer Handelman Company Rye Brook, New York	$119M	+$556K	4	5.51%	Increased
459	Capital International Sarl Los Angeles, California	$118M	-$31.2M	5	6.63%	Reduced
460	Todd Asset Management Louisville, Kentucky	$118M	+$5.47M	5	3.36%	Increased
461	Fiduciary Trust Boston, Massachusetts	$117M	-$4.35M	7	5.01%	Reduced
462	HM Payson & Co Portland, Maine	$117M	-$173K	4	6.01%	Reduced
463	AGA Altrinsic Global Advisors Stamford, Connecticut	$117M	-$5.04M	2	2.05%	Reduced
464	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$116M	-$657M	9	1.57%	Reduced
465	CEP Chicago Equity Partners Chicago, Illinois	$116M	-$21.3M	3	3.08%	Reduced
466	NG NatWest Group Edinburgh, Scotland, United Kingdom	$116M	-$5.11M	5	4.88%	Reduced
467	Placemark Investments Chicago, Illinois	$116M	-$15M	9	2.07%	Reduced
468	OA Oak Associates Akron, Ohio	$115M	-$1.45M	8	14.09%	Reduced
469	Douglas C. Lane & Associates New York	$115M	+$52.5M	5	3.47%	Increased
470	CC Cannell & Co New York	$115M	+$4.45M	5	3.52%	Increased
471	UBS O'Connor Chicago, Illinois	$114M	+$7.46M	3	0.73%	Increased
472	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$113M	-$2.78M	7	3.05%	Reduced
473	Adams Diversified Equity Fund Baltimore, Maryland	$112M	+$9.81M	5	7.5%	Increased
474	Bradley Foster & Sargent Hartford, Connecticut	$112M	+$19.6M	5	5.46%	Increased
475	Segall Bryant & Hamill Chicago, Illinois	$112M	-$5.71M	7	2.66%	Reduced