← 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
476	AA Ancient Art Austin, Texas	$130M	+$60.6M	1	22.07%	Increased
477	Livforsakringsbolaget Skandia Stockholm, Sweden	$129M	+$922K	9	6.77%	Increased
478	CAM Capstone Asset Management Houston, Texas	$128M	+$6.94M	10	3.95%	Increased
479	WAM World Asset Management Detroit, Michigan	$128M	+$2.32M	8	5.24%	Increased
480	Ariel Investments Chicago, Illinois	$127M	+$8.65M	3	1.58%	Increased
481	United Capital Financial Advisors Irving, Texas	$126M	-$15.3M	6	1.51%	Reduced
482	Raymond James Financial Services Advisors St. Petersburg, Florida	$126M	+$110M	6	2.11%	Increased
483	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$126M	+$13.3M	2	4.27%	Increased
484	Santa Barbara Asset Management Los Angeles, California	$125M	-$1.29M	1	2.62%	Reduced
485	Sit Investment Associates Minneapolis, Minnesota	$125M	-$36.3M	5	2.33%	Reduced
486	NM NWI Management New York	$124M	+$1.02M	2	19.19%	Increased
487	SH SeaTown Holdings Singapore	$124M	-$88.8M	1	24.12%	Reduced
488	Bridgeway Capital Management Houston, Texas	$124M	+$13M	6	2.59%	Increased
489	JHC JFB Holdings Corp Atlanta, Georgia	$123M	-$441K	1	3.7%	Reduced
490	NM Nokota Management New York	$122M	-$127M	3	5.27%	Reduced
491	Capital International Los Angeles, California	$121M	-$12.4M	5	8.04%	Reduced
492	OCM Osterweis Capital Management San Francisco, California	$119M	-$549K	1	5.39%	Reduced
493	Segall Bryant & Hamill Chicago, Illinois	$119M	+$3.64M	5	2.89%	Increased
494	Cincinnati Insurance Fairfield, Ohio	$118M	+$1.39M	2	4.52%	Increased
495	VIM Veritas Investment Management London, United Kingdom	$118M	+$1.64M	5	30.96%	Increased
496	PCM Prime Capital Management Hong Kong	$118M	+$44.3M	2	20.23%	Increased
497	MUFG Americas New York	$117M	+$323K	10	4.38%	Increased
498	Haverford Trust Company Radnor, Pennsylvania	$117M	+$4.92M	5	3.4%	Increased
499	OA Oak Associates Akron, Ohio	$117M	-$5.82M	7	15.51%	Reduced
500	Miller Howard Investments Kingston, New York	$116M	-$3.46M	2	1.92%	Reduced