← 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	MVP Miller Value Partners Sarasota, Florida	$345M	+$36.8M	5	15.34%	Increased
477	NCA Newbrook Capital Advisors New York	$345M	+$113M	2	24.14%	Increased
478	Gofen & Glossberg Chicago, Illinois	$343M	-$4.24M	7	11.52%	Reduced
479	SEP Soma Equity Partners San Francisco, California	$343M	+$88.9M	2	13.38%	Increased
480	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$339M	-$2.45M	13	11.67%	Reduced
481	AC Alleghany Corporation New York	$335M	-$245M	3	26.89%	Reduced
482	GAM GuardCap Asset Management London, United Kingdom	$334M	+$74.2M	2	12.83%	Increased
483	Westwood Holdings Group Dallas, Texas	$333M	-$13.9M	7	4.41%	Reduced
484	Achmea Investment Management Zeist, Netherlands	$329M	+$52M	9	11.14%	Increased
485	Kornitzer Capital Management Shawnee Mission, Kansas	$327M	-$41.4M	10	6.6%	Reduced
486	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$327M	+$11M	7	22.88%	Increased
487	Carson Wealth (CWM LLC) Omaha, Nebraska	$325M	$0	23	2.59%	Maintained
488	Adams Diversified Equity Fund Baltimore, Maryland	$322M	-$7.25M	5	17.05%	Reduced
489	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$320M	-$94M	4	9.69%	Reduced
490	Stonehage Fleming Financial Services St. Helier, Jersey	$318M	-$320M	6	21.51%	Reduced
491	MUFG Americas New York	$317M	-$1.11M	11	9.09%	Reduced
492	JC Joho Capital New York	$316M	+$16.7M	2	90.4%	Increased
493	ARK Investment Management St. Petersburg, Florida	$316M	+$125M	7	3.39%	Increased
494	Kayne Anderson Rudnick Investment Management Los Angeles, California	$315M	+$24M	8	1.31%	Increased
495	BG Bollard Group Boston, Massachusetts	$314M	+$941K	15	12.35%	Increased
496	SW SVB Wealth Boston, Massachusetts	$314M	+$18.2M	8	5.84%	Increased
497	MS Mizuho Securities Tokyo, Japan	$313M	+$322M	6	88.13%	Increased
498	Rothschild & Co Asset Management US Stamford, Connecticut	$310M	-$2.98M	5	4.56%	Reduced
499	Marshall Wace Asia Central, Hong Kong	$309M	-$250M	6	6.83%	Reduced
500	GC GMT Capital Atlanta, Georgia	$307M	-$47.6M	4	17.3%	Reduced