← 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
501	Frontier Capital Management Boston, Massachusetts	$116M	+$3.03M	3	0.84%	Increased
502	MUFG Americas New York	$116M	-$2.67M	9	3.93%	Reduced
503	PCM Prime Capital Management Hong Kong	$116M	+$31.9M	2	24.57%	Increased
504	Meyer Handelman Company Rye Brook, New York	$116M	-$211K	4	5.28%	Reduced
505	OA Omega Advisors New York	$115M	+$61M	1	1.84%	Increased
506	Analytic Investors Los Angeles, California	$115M	-$52.9M	4	1.62%	Reduced
507	OA Oak Associates Akron, Ohio	$115M	-$749K	7	13.95%	Reduced
508	Foresters Investment Management New York	$114M	+$1.7M	3	2.15%	Increased
509	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$114M	-$265K	8	2.9%	Reduced
510	Bartlett & Co Cincinnati, Ohio	$114M	-$2.4M	5	5.7%	Reduced
511	NM NWI Management New York	$114M	+$4.81M	2	16.21%	Increased
512	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$113M	+$2.48M	9	1.5%	Increased
513	SC Stralem & Co New York	$113M	-$27.9M	3	7.72%	Reduced
514	VIM Veritas Investment Management London, United Kingdom	$113M	+$11M	4	31.81%	Increased
515	Great Lakes Advisors Chicago, Illinois	$112M	+$29.3M	5	3.4%	Increased
516	Bridgeway Capital Management Houston, Texas	$111M	-$31.6M	6	2.19%	Reduced
517	Johnson Investment Counsel Cincinnati, Ohio	$109M	-$1.14M	7	3.66%	Reduced
518	TCCM Two Creeks Capital Management New York	$109M	-$28.2M	2	10.73%	Reduced
519	FTCM Fir Tree Capital Management New York	$107M	-$4.76M	2	1.71%	Reduced
520	SAM Securian Asset Management St Paul, Minnesota	$107M	+$890K	8	3.35%	Increased
521	Riverbridge Partners Minneapolis, Minnesota	$106M	-$1.59M	5	2.01%	Reduced
522	Capital Fund Management (CFM) Paris, France	$106M	+$63.6M	6	1.35%	Increased
523	Adams Diversified Equity Fund Baltimore, Maryland	$106M	-$52.5K	5	7%	Reduced
524	Fiduciary Trust Boston, Massachusetts	$105M	-$2.07M	8	4.38%	Reduced
525	BAMCO Inc New York	$105M	+$16.2M	4	0.41%	Increased