← 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	GAM Holding Zurich, Switzerland	$227M	-$15.6M	14	8.26%	Reduced
527	Brighton Jones LLC Seattle, Washington	$220M	-$4.94M	7	27.08%	Reduced
528	Cadian Capital Management New York	$220M	+$63.1M	2	10%	Increased
529	RIM Redpoint Investment Management Sydney, NSW, Australia	$219M	+$5.47M	12	11.08%	Increased
530	TT International London, United Kingdom	$219M	+$98.7M	4	24.49%	Increased
531	Ferguson Wellman Capital Management Portland, Oregon	$218M	-$5.36M	7	7.16%	Reduced
532	British Airways Pensions Investment Management London, United Kingdom	$218M	+$293K	6	8.13%	Increased
533	Jericho Capital Asset Management New York	$218M	-$163M	1	9.28%	Reduced
534	GMT Capital Atlanta, Georgia	$218M	-$33.3M	3	5.64%	Reduced
535	First Foundation Advisors Irvine, California	$217M	-$18.7M	8	12.03%	Reduced
536	Frontier Capital Management Boston, Massachusetts	$217M	+$29M	3	1.4%	Increased
537	CIP Champlain Investment Partners Burlington, Vermont	$217M	+$26M	3	1.93%	Increased
538	Confluence Investment Management St. Louis, Missouri	$216M	-$13.7M	6	3.67%	Reduced
539	CEP Chicago Equity Partners Chicago, Illinois	$215M	+$16.1M	11	6.32%	Increased
540	QS Investors New York	$214M	-$5.32M	16	2.06%	Reduced
541	Vaughan Nelson Investment Management Houston, Texas	$214M	+$11.5M	3	2.49%	Increased
542	CIM Chiron Investment Management New York	$211M	+$50.6M	4	13.44%	Increased
543	Cannell & Co New York	$210M	-$4.85M	7	7.45%	Reduced
544	ANI American National Insurance Galveston, Texas	$210M	-$5.64M	7	10.34%	Reduced
545	NM NWI Management New York	$209M	+$120M	1	14.76%	Increased
546	HMP HS Management Partners New York	$208M	-$37.9M	2	6%	Reduced
547	Shelton Capital Management Denver, Colorado	$208M	+$5.46M	12	11.84%	Increased
548	Altimeter Capital Management Boston, Massachusetts	$207M	-$42.8M	7	8.08%	Reduced
549	Moody National Bank Trust Division Galveston, Texas	$207M	+$179M	8	5.25%	Increased
550	Bartlett & Co Wealth Management Cincinnati, Ohio	$206M	-$2.95M	10	7.73%	Reduced