← 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	QS Investors New York	$105M	+$11.4M	8	1.29%	Increased
527	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$105M	-$5.38M	2	3.21%	Reduced
528	DFO Duquesne Family Office New York	$105M	+$62M	3	7.05%	Increased
529	Profund Advisors Bethesda, Maryland	$104M	-$1.34M	8	4.32%	Reduced
530	PEAK6 Group Chicago, Illinois	$103M	+$48M	12	0.61%	Increased
531	Segall Bryant & Hamill Chicago, Illinois	$102M	-$2.23M	5	2.29%	Reduced
532	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$102M	-$9.18M	3	3.08%	Reduced
533	TCTC Holdings Dallas, Texas	$102M	+$1.32M	4	5.86%	Increased
534	Westwood Holdings Group Dallas, Texas	$102M	+$5.44M	6	0.77%	Increased
535	Birch Hill Investment Advisors Boston, Massachusetts	$102M	+$674K	5	10.46%	Increased
536	D.A. Davidson & Co Great Falls, Montana	$102M	+$2.48M	13	3.35%	Increased
537	OCM Osterweis Capital Management San Francisco, California	$102M	-$3.39M	1	3.55%	Reduced
538	Cullen Capital Management New York	$101M	-$928K	3	3.24%	Reduced
539	OI Oakbrook Investments Lisle, Illinois	$101M	-$14M	6	6.15%	Reduced
540	RHBC R.H. Bluestein & Co Birmingham, Michigan	$100M	+$3.71M	6	6.08%	Increased
541	Truist Financial Charlotte, North Carolina	$100M	+$14.9M	7	2.7%	Increased
542	Oppenheimer & Co New York	$100M	-$1.9M	10	2.78%	Reduced
543	WestEnd Advisors Charlotte, North Carolina	$100M	-$2.28M	1	4.62%	Reduced
544	SCM Steadfast Capital Management New York	$100M	+$61M	1	1.48%	Increased
545	DVI Deccan Value Investors Greenwich, Connecticut	$100M	$0	1	22.71%	Maintained
546	People's United Financial Bridgeport, Connecticut	$98.7M	-$2.24M	10	5.2%	Reduced
547	Evercore Wealth Management New York	$97.7M	+$2.1M	12	4.41%	Increased
548	EARNEST Partners Atlanta, Georgia	$97.7M	-$6.12M	2	0.85%	Reduced
549	Check Capital Management Costa Mesa, California	$97.5M	-$1.02M	4	9.16%	Reduced
550	RAM RWC Asset Management London, United Kingdom	$97.5M	+$20.4M	4	7.99%	Increased