← 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	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$288M	+$49M	7	5.36%	Increased
477	GC GMT Capital Atlanta, Georgia	$287M	+$7.25M	4	11.09%	Increased
478	ROIC Route One Investment Company San Francisco, California	$287M	-$24.8M	2	8.11%	Reduced
479	JC Joho Capital New York	$287M	$0	2	42.75%	Maintained
480	Squarepoint New York	$286M	+$4.34M	18	1.7%	Increased
481	Gofen & Glossberg Chicago, Illinois	$286M	-$6.37M	7	9.09%	Reduced
482	Profund Advisors Bethesda, Maryland	$284M	+$875K	12	12.36%	Increased
483	RHBC R.H. Bluestein & Co Birmingham, Michigan	$282M	+$15.9M	7	14.11%	Increased
484	Westwood Holdings Group Dallas, Texas	$282M	-$4M	7	3.01%	Reduced
485	PCM Palestra Capital Management New York	$282M	+$98.2M	2	8.39%	Increased
486	Ferguson Wellman Capital Management Portland, Oregon	$282M	+$8.77M	8	8.3%	Increased
487	Kornitzer Capital Management Shawnee Mission, Kansas	$282M	+$9.96M	10	4.98%	Increased
488	AC Athanor Capital New York	$280M	+$55M	9	12.76%	Increased
489	SRIM Saratoga Research & Investment Management Saratoga, California	$279M	+$389K	5	16.75%	Increased
490	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$278M	-$3.31M	14	9.41%	Reduced
491	TIM Tikehau Investment Management Paris, France	$277M	+$200M	2	14.04%	Increased
492	SC SRB Corp Boston, Massachusetts	$277M	-$589K	2	22.41%	Reduced
493	LSCM Light Street Capital Management Palo Alto, California	$277M	-$46.9M	4	16.55%	Reduced
494	GH GAM Holding Zurich, Switzerland	$275M	-$3.89M	12	13%	Reduced
495	Douglass Winthrop Advisors New York	$274M	+$2.88M	8	9.69%	Increased
496	Shelton Capital Management Denver, Colorado	$268M	+$6.52M	10	14.82%	Increased
497	SIG Senator Investment Group New York	$268M	+$121M	3	7.34%	Increased
498	Brighton Jones LLC Seattle, Washington	$268M	+$7.34M	9	28.74%	Increased
499	Voloridge Investment Management Jupiter, Florida	$267M	-$42.9M	11	5.21%	Reduced
500	Driehaus Capital Management Chicago, Illinois	$265M	+$18.9M	6	7.05%	Increased