← 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	BRIM Broad Run Investment Management Arlington, Virginia	$178M	+$6.69M	2	6.69%	Increased
477	Fiduciary Trust Boston, Massachusetts	$177M	+$336K	9	5.4%	Increased
478	Rathbones Group Liverpool, United Kingdom	$176M	+$23.3M	8	8.03%	Increased
479	CEP Chicago Equity Partners Chicago, Illinois	$176M	-$37.1M	6	5.05%	Reduced
480	Welch & Forbes Boston, Massachusetts	$176M	-$3.87M	9	5.03%	Reduced
481	Marshall Wace London, United Kingdom	$175M	-$427M	5	8.44%	Reduced
482	QS Investors New York	$175M	-$68.2M	12	1.5%	Reduced
483	Sachem Head Capital Management New York	$174M	$0	1	5.63%	Maintained
484	VIM Veritas Investment Management London, United Kingdom	$173M	-$1.07M	6	28.51%	Reduced
485	New Mexico Educational Retirement Board Santa Fe, New Mexico	$173M	-$9.36M	10	8.03%	Reduced
486	Achmea Investment Management Zeist, Netherlands	$173M	+$169M	9	8.09%	New
487	ACM Argent Capital Management St Louis, Missouri	$172M	+$32.3M	5	6.57%	Increased
488	Capital International Los Angeles, California	$172M	+$12.3M	6	11.2%	Increased
489	SAM Securian Asset Management St Paul, Minnesota	$172M	-$105K	10	4.6%	Reduced
490	Gofen & Glossberg Chicago, Illinois	$172M	-$1.96M	6	6.73%	Reduced
491	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$171M	-$3.49M	5	12.33%	Reduced
492	BHG Blue Harbour Group Greenwich, Connecticut	$170M	+$25.1M	1	6.14%	Increased
493	AAM Ardevora Asset Management London, United Kingdom	$170M	-$20.7M	6	5.61%	Reduced
494	Brighton Jones LLC Seattle, Washington	$169M	+$46.6M	3	40.8%	Increased
495	NA Neuburgh Advisers Los Angeles, California	$168M	+$5.64M	7	6.67%	Increased
496	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$168M	-$9.91M	2	6.9%	Reduced
497	Oppenheimer & Co New York	$167M	+$4.89M	14	4.73%	Increased
498	People's United Financial Bridgeport, Connecticut	$167M	+$9M	11	5.81%	Increased
499	Perkins Investment Management Chicago, Illinois	$165M	+$19.7M	4	2.03%	Increased
500	Highbridge Capital Management New York	$164M	+$30.8M	9	2.37%	Increased