← 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	ACM Andor Capital Management Rye Brook, New York	$143M	+$55.8M	3	20.33%	Increased
527	TEC Tiger Eye Capital Nashville, Tennessee	$142M	+$95.9M	2	14.7%	Increased
528	GVI Green Valley Investors Wilmington, Delaware	$142M	+$132M	1	2.91%	New
529	EC EMS Capital New York	$142M	+$9.16M	2	14.45%	Increased
530	Voloridge Investment Management Jupiter, Florida	$141M	+$60.9M	6	10.11%	Increased
531	Broad Run Investment Management Arlington, Virginia	$141M	+$2.1M	2	7.33%	Increased
532	Fiduciary Trust Boston, Massachusetts	$141M	+$694K	9	5.99%	Increased
533	RWC Asset Management London, United Kingdom	$141M	+$10.2M	4	9.6%	Increased
534	Black Creek Investment Management Toronto, Ontario, Canada	$141M	+$528K	3	14.31%	Increased
535	Securian Asset Management St Paul, Minnesota	$140M	+$6.94M	10	4.16%	Increased
536	Levin Capital Strategies New York	$138M	-$24.4M	8	2.43%	Reduced
537	PRCM Pine River Capital Management Minnetonka, Minnesota	$138M	-$64.7M	9	1.84%	Reduced
538	EverPoint Asset Management Stamford, Connecticut	$138M	-$194M	5	2.9%	Reduced
539	Williams Jones & Associates New York	$138M	+$1.77M	8	6.29%	Increased
540	Zweig-DiMenna Associates New York	$137M	+$15.8M	5	6.86%	Increased
541	Myriad Asset Management North Point, Hong Kong	$137M	+$13.2M	2	13.46%	Increased
542	Creative Planning Overland Park, Kansas	$137M	+$36M	16	1.12%	Increased
543	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$136M	$0	1	20.24%	Maintained
544	Evercore Wealth Management New York	$136M	+$3.31M	12	6.3%	Increased
545	Profund Advisors Bethesda, Maryland	$136M	+$20.5M	10	6.43%	Increased
546	FTCM Fir Tree Capital Management New York	$135M	+$30.2M	3	2.4%	Increased
547	Argent Capital Management St Louis, Missouri	$135M	+$2.18M	4	6.28%	Increased
548	MVP Miller Value Partners Sarasota, Florida	$135M	+$13.4M	2	3.61%	Increased
549	R.H. Bluestein & Co Birmingham, Michigan	$135M	+$22.9M	6	8.42%	Increased
550	Mar Vista Investment Partners Los Angeles, California	$134M	-$38.8M	3	7.86%	Reduced