← 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	Dragoneer Investment Group San Francisco, California	$292M	+$39.9M	2	23.83%	Increased
452	Gabelli Funds Rye, New York	$291M	-$346K	10	1.67%	Reduced
453	Beck Mack & Oliver New York	$289M	-$10.7M	6	9.19%	Reduced
454	Congress Asset Management Boston, Massachusetts	$289M	-$7.08M	6	3.74%	Reduced
455	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$288M	+$26.4M	15	5.97%	Increased
456	SAM Securian Asset Management St Paul, Minnesota	$288M	+$1.71M	11	6.84%	Increased
457	LSCM Light Street Capital Management Palo Alto, California	$286M	-$43.4M	4	19.53%	Reduced
458	Pacer Advisors Malvern, Pennsylvania	$286M	+$58.9M	12	10.75%	Increased
459	Hudson Bay Capital Management Stamford, Connecticut	$283M	-$9.54M	9	3.5%	Reduced
460	RCW Rheos Capital Works Tokyo, Japan	$282M	-$70.1M	3	40.57%	Reduced
461	Bradley Foster & Sargent Hartford, Connecticut	$280M	-$24.9M	8	9.5%	Reduced
462	SW SVB Wealth Boston, Massachusetts	$280M	-$4.47M	9	9.9%	Reduced
463	Nicholas Company Milwaukee, Wisconsin	$279M	-$11.9M	4	6.09%	Reduced
464	SRIM Saratoga Research & Investment Management Saratoga, California	$278M	-$10M	5	18.75%	Reduced
465	Simplex Trading Chicago, Illinois	$277M	+$119M	14	0.89%	Increased
466	HBK Investments Dallas, Texas	$277M	+$44.6M	12	2.2%	Increased
467	Eagle Asset Management St Petersburg, Florida	$276M	-$66.4M	9	1.34%	Reduced
468	Truist Financial Charlotte, North Carolina	$275M	-$2.37M	12	4.94%	Reduced
469	RHBC R.H. Bluestein & Co Birmingham, Michigan	$275M	-$45.8M	6	13.23%	Reduced
470	Oppenheimer & Co New York	$274M	+$2.09M	13	6.97%	Increased
471	Element Capital Management New York	$274M	+$146M	12	5.48%	Increased
472	Dorsal Capital Management Redwood City, California	$271M	-$30.1M	2	15.69%	Reduced
473	HP Hound Partners New York	$270M	+$37.8M	3	6.26%	Increased
474	Fiduciary Trust Boston, Massachusetts	$269M	-$5.59M	9	7.55%	Reduced
475	SIG Senator Investment Group New York	$269M	-$47.9M	1	3.46%	Reduced