← 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	Ariel Investments Chicago, Illinois	$257M	+$6.1M	3	2.9%	Increased
452	Sarasin & Partners London, United Kingdom	$256M	-$74.3M	3	4.98%	Reduced
453	DCM Dupont Capital Management Wilmington, Delaware	$256M	+$6.91M	12	5.86%	Increased
454	Greenwoods Asset Management Grand Cayman, Cayman Islands	$255M	+$154M	1	21.35%	Increased
455	ACM Atlanta Capital Management Atlanta, Georgia	$255M	-$24.6M	2	1.34%	Reduced
456	BWA Brave Warrior Advisors New York	$254M	+$249M	1	10.84%	New
457	Edmond de Rothschild Holding Chambesy, Switzerland	$252M	-$552K	14	7.22%	Reduced
458	Beck Mack & Oliver New York	$252M	-$6.83M	6	8.25%	Reduced
459	LCM Lakewood Capital Management New York	$248M	+$62.1M	2	8.64%	Increased
460	Brighton Jones LLC Seattle, Washington	$247M	-$16.4M	10	29.96%	Reduced
461	Great Lakes Advisors Chicago, Illinois	$247M	-$30.6M	9	5.43%	Reduced
462	Nikko Asset Management Americas New York	$244M	+$93.8M	8	6.36%	Increased
463	GH GAM Holding Zurich, Switzerland	$244M	+$9.05M	14	7.48%	Increased
464	Nicholas Company Milwaukee, Wisconsin	$243M	-$32M	4	5.29%	Reduced
465	Rathbones Group Liverpool, United Kingdom	$241M	+$6.59M	7	9.82%	Increased
466	EC EMS Capital New York	$241M	-$6.6M	5	21.62%	Reduced
467	Crossmark Global Holdings Houston, Texas	$237M	+$14.5M	13	5.71%	Increased
468	Markel Group Glen Allen, Virginia	$237M	$0	5	4.48%	Maintained
469	Cornerstone Investment Partners Atlanta, Georgia	$236M	-$8.45M	5	10.27%	Reduced
470	CFM Coronation Fund Managers Cape Town, South Africa	$236M	-$3.21M	5	7.45%	Reduced
471	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$236M	+$50.3M	5	2.28%	Increased
472	State of Alaska Department of Revenue Juneau, Alaska	$235M	+$192M	12	5.61%	Increased
473	Bradley Foster & Sargent Hartford, Connecticut	$235M	-$2.43M	8	8.51%	Reduced
474	NCA Newbrook Capital Advisors New York	$234M	+$18.1M	3	15.78%	Increased
475	E. Ohman J:or Asset Management Stockholm, Sweden	$233M	+$3.17M	12	18.99%	Increased