← 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	MUFG Americas New York	$143M	-$1.97M	10	4.84%	Reduced
527	Cincinnati Insurance Fairfield, Ohio	$143M	$0	2	4.64%	Maintained
528	Alliance Trust Dundee, Scotland, United Kingdom	$143M	+$13.7M	2	6.19%	Increased
529	DFO Duquesne Family Office New York	$142M	+$78.4M	5	12.56%	Increased
530	RWC Asset Management London, United Kingdom	$142M	+$23.2M	4	8.67%	Increased
531	PCM Pennant Capital Management Summit, New Jersey	$141M	-$44M	1	4.95%	Reduced
532	Profund Advisors Bethesda, Maryland	$141M	+$19.6M	10	6.72%	Increased
533	Birch Hill Investment Advisors Boston, Massachusetts	$141M	-$421K	6	13.08%	Reduced
534	Mizuho Securities USA New York	$140M	+$117M	4	11.69%	Increased
535	Mondrian Investment Partners London, United Kingdom	$139M	-$33.7M	1	3.41%	Reduced
536	AA Ancient Art Austin, Texas	$139M	$0	1	25.41%	Maintained
537	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$139M	-$9.6M	10	6.26%	Reduced
538	GVI Green Valley Investors Wilmington, Delaware	$138M	-$56.7M	1	7.08%	Reduced
539	Adams Diversified Equity Fund Baltimore, Maryland	$137M	$0	4	9.22%	Maintained
540	WMC Westwood Management Corporation Chicago, Illinois	$137M	+$26.1M	5	24.43%	Increased
541	PFC Poplar Forest Capital Pasadena, California	$137M	-$2.24M	4	11.74%	Reduced
542	Zacks Investment Management Chicago, Illinois	$137M	+$15.6M	7	3.88%	Increased
543	Meyer Handelman Company Rye Brook, New York	$137M	-$582K	6	6.15%	Reduced
544	Capital International Sarl Los Angeles, California	$136M	+$1.55M	8	11.53%	Increased
545	Ferguson Wellman Capital Management Portland, Oregon	$136M	-$4.79M	7	5.83%	Reduced
546	Alpha Wave Global New York	$136M	-$24.6M	2	10.77%	Reduced
547	ACR Alpine Capital Research St. Louis, Missouri	$136M	-$976K	1	9.4%	Reduced
548	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$136M	-$819K	3	34.85%	Reduced
549	BHG Blue Harbour Group Greenwich, Connecticut	$136M	+$137M	1	5.02%	New
550	Scotia Capital Toronto, Ontario, Canada	$135M	+$1.45M	7	2.49%	Increased