← 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	Cambiar Investors Denver, Colorado	$137M	-$106K	1	1.99%	Reduced
452	Bridgeway Capital Management Houston, Texas	$137M	+$985K	7	2.83%	Increased
453	TCP Tourbillon Capital Partners New York	$136M	+$58M	1	3.5%	Increased
454	Bradley Foster & Sargent Hartford, Connecticut	$135M	+$9.53M	6	6.14%	Increased
455	GAM GVO Asset Management Zug, Switzerland	$134M	+$11.7M	1	12.24%	Increased
456	UBS O'Connor Chicago, Illinois	$133M	+$68.3M	7	1.29%	Increased
457	Gofen & Glossberg Chicago, Illinois	$133M	+$3.58M	6	5.72%	Increased
458	BAPIM British Airways Pensions Investment Management London, United Kingdom	$133M	+$800K	4	4.08%	Increased
459	CIBC World Markets New York	$132M	-$71.2M	3	8.14%	Reduced
460	Mutual of America Capital Management New York	$132M	+$1.04M	8	2.88%	Increased
461	FFA First Foundation Advisors Irvine, California	$132M	+$9.31M	4	11.04%	Increased
462	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$131M	+$4.6M	2	15.9%	Increased
463	WAM World Asset Management Detroit, Michigan	$131M	-$960K	9	4.5%	Reduced
464	TU TDAM USA Toronto, Ontario, Canada	$130M	-$439K	5	5.28%	Reduced
465	Gabelli Funds Rye, New York	$130M	-$478K	6	0.66%	Reduced
466	Hudson Bay Capital Management Stamford, Connecticut	$129M	+$28M	3	3.43%	Increased
467	New Mexico Educational Retirement Board Santa Fe, New Mexico	$129M	-$5.6M	8	5.65%	Reduced
468	Beutel, Goodman & Co Toronto, Ontario, Canada	$128M	-$12.1M	1	1.23%	Reduced
469	Williams Jones & Associates New York	$126M	-$1.4M	7	5.07%	Reduced
470	HM Payson & Co Portland, Maine	$126M	+$5.28M	4	6.3%	Increased
471	Janney Montgomery Scott Philadelphia, Pennsylvania	$125M	+$8.62M	8	2.33%	Increased
472	TGCM Tukman Grossman Capital Management Larkspur, California	$125M	-$3.68M	1	6.3%	Reduced
473	AC Ascend Capital Orinda, California	$123M	+$78.2M	2	4.25%	Increased
474	Douglas C. Lane & Associates New York	$123M	+$6.07M	5	3.24%	Increased
475	VM Valinor Management New York	$123M	-$95.1M	2	3.23%	Reduced