← 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	Oppenheimer Asset Management New York	$253M	-$14.9M	18	5.6%	Reduced
477	ROIC Route One Investment Company San Francisco, California	$250M	-$2.97M	2	7.67%	Reduced
478	Welch & Forbes Boston, Massachusetts	$249M	-$3.49M	9	6.06%	Reduced
479	CCI Columbus Circle Investors	$248M	-$79.2M	5	6.62%	Reduced
480	RHBC R.H. Bluestein & Co Birmingham, Michigan	$245M	+$4.42M	6	13.07%	Increased
481	Moore Capital Management New York	$243M	+$15.2M	5	5.74%	Increased
482	H&H International Investment Palo Alto, California	$241M	+$123M	2	16.61%	Increased
483	Squarepoint New York	$241M	+$97.2M	18	2.35%	Increased
484	People's United Financial Bridgeport, Connecticut	$240M	-$11.5M	13	6.58%	Reduced
485	DF Dent & Co Baltimore, Maryland	$239M	-$4.45M	6	4.36%	Reduced
486	HA HHLR Advisors Grand Cayman, Cayman Islands	$239M	$0	1	5.35%	Maintained
487	Zacks Investment Management Chicago, Illinois	$239M	-$4.2M	6	4.9%	Reduced
488	BAPIM British Airways Pensions Investment Management London, United Kingdom	$238M	+$5.65M	7	8.85%	Increased
489	Capital Fund Management (CFM) Paris, France	$238M	+$66.3M	14	2.17%	Increased
490	Crossmark Global Holdings Houston, Texas	$237M	+$4.83M	14	6.63%	Increased
491	SC SRB Corp Boston, Massachusetts	$236M	+$59.9K	4	22.04%	Increased
492	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$236M	-$307M	15	9.51%	Reduced
493	HMP HS Management Partners New York	$235M	+$1.27M	2	7.89%	Increased
494	Allstate Corporation Northbrook, Illinois	$235M	+$23.3M	11	4.2%	Increased
495	GH GAM Holding Zurich, Switzerland	$233M	+$6.09M	10	9.12%	Increased
496	Adams Diversified Equity Fund Baltimore, Maryland	$233M	-$923K	5	12.35%	Reduced
497	TC Tairen Capital Hong Kong	$232M	+$60.5M	4	44.86%	Increased
498	MC Martin Currie Edinburgh, United Kingdom	$232M	+$23.7M	4	16.54%	Increased
499	SW SVB Wealth Boston, Massachusetts	$231M	-$28.1M	9	7.75%	Reduced
500	WIM Weitz Investment Management Omaha, Nebraska	$231M	+$12.5M	5	9.15%	Increased