← 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
526	Profund Advisors Bethesda, Maryland	$95.1M	+$12.7M	8	4.26%	Increased
527	People's United Financial Bridgeport, Connecticut	$94.7M	-$1.57M	9	5.43%	Reduced
528	Whale Rock Capital Management Boston, Massachusetts	$94.3M	+$44.8M	2	14.89%	Increased
529	Cincinnati Insurance Fairfield, Ohio	$93.7M	$0	2	3.49%	Maintained
530	Philadelphia Trust Company Philadelphia, Pennsylvania	$92.9M	-$14.8M	5	5.92%	Reduced
531	MI Markston International White Plains, New York	$92.8M	+$510K	5	5.88%	Increased
532	Adams Diversified Equity Fund Baltimore, Maryland	$92.7M	-$6.31M	5	6.56%	Reduced
533	Janney Montgomery Scott Philadelphia, Pennsylvania	$92.6M	-$456K	7	2.45%	Reduced
534	HCM Highline Capital Management New York	$91.6M	+$83M	1	5.56%	New
535	Kentucky Retirement Systems Frankfort, Kentucky	$91M	-$660K	8	6.66%	Reduced
536	EARNEST Partners Atlanta, Georgia	$90.7M	+$89.7M	2	0.73%	New
537	Boston Private Bank & Trust Boston, Massachusetts	$90.6M	+$1.12M	10	4.52%	Increased
538	Cadian Capital Management New York	$90.1M	+$82.7M	2	2.32%	New
539	Congress Asset Management Boston, Massachusetts	$90M	-$2.77M	4	2.36%	Reduced
540	Whittier Trust South Pasadena, California	$89.3M	-$4.75M	10	4.58%	Reduced
541	Ascend Capital Orinda, California	$89.2M	+$39.7M	2	2.72%	Increased
542	HMP HS Management Partners New York	$89.2M	-$19.3M	1	4.33%	Reduced
543	United Capital Financial Advisors Irving, Texas	$89M	+$15.3M	6	3.03%	Increased
544	Cannell & Spears New York	$88.8M	-$1.59M	4	11.08%	Reduced
545	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$88.8M	+$82.8M	8	4.22%	New
546	BAM Barrett Asset Management New York	$88.5M	-$3.99M	5	7.85%	Reduced
547	TCA Taconic Capital Advisors New York	$88M	+$40M	1	3.39%	Increased
548	Evercore Wealth Management New York	$87.8M	-$11.1M	5	4.83%	Reduced
549	ALA Atherton Lane Advisers Menlo Park, California	$86.9M	+$1.6M	7	5.49%	Increased
550	ZWJ Investment Counsel Atlanta, Georgia	$86.7M	+$2.28M	6	9.97%	Increased