← 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	NONA Ninety One North America New York	$287M	-$72.3M	5	29.86%	Reduced
527	FCI Financial Counselors Inc Overland Park, Kansas	$286M	+$41.9M	9	9.14%	Increased
528	Steward Partners Investment Advisory New York	$285M	+$15.3M	24	8.13%	Increased
529	Brandywine Global Investment Management Philadelphia, Pennsylvania	$283M	-$7.07M	4	2.88%	Reduced
530	ANI American National Insurance Galveston, Texas	$283M	+$498K	7	14.63%	Increased
531	Washington Trust Westerly, Rhode Island	$283M	-$10.5M	15	11.74%	Reduced
532	Crossmark Global Holdings Houston, Texas	$282M	+$5.96M	14	8.23%	Increased
533	IFM Investors Melbourne, Australia	$281M	-$95.7M	12	14.47%	Reduced
534	BOK Financial Tulsa, Oklahoma	$281M	+$17.7M	9	6.61%	Increased
535	Confluence Investment Management St. Louis, Missouri	$280M	+$15.2M	7	4.68%	Increased
536	Zevenbergen Capital Investments Edmonds, Washington	$279M	-$63M	7	6.64%	Reduced
537	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$278M	-$16.6M	6	4.01%	Reduced
538	WI Wafra Inc New York	$276M	-$12.7M	5	17.49%	Reduced
539	Durable Capital Partners Bethesda, Maryland	$276M	+$113M	1	3.44%	Increased
540	UMB Bank Kansas City, Missouri	$275M	-$3.14M	7	8.52%	Reduced
541	SCM Suvretta Capital Management New York	$274M	-$141M	1	5.88%	Reduced
542	Zacks Investment Management Chicago, Illinois	$273M	-$4.58M	6	6.01%	Reduced
543	RA Rovida Advisors Fort Lauderdale, Florida	$269M	+$239M	4	25.91%	Increased
544	Alyeska Investment Group Chicago, Illinois	$269M	-$190M	6	4.08%	Reduced
545	NCMU NAYA Capital Management (UK) London, United Kingdom	$267M	-$105M	1	23.16%	Reduced
546	Kovitz Investment Group Partners Chicago, Illinois	$265M	-$7.33M	9	8.19%	Reduced
547	LFDLE La Financiere de L'Echiquier Paris, France	$263M	-$27.9M	7	20.85%	Reduced
548	HMP HS Management Partners New York	$262M	-$11.3M	2	9.76%	Reduced
549	AKO Capital London, United Kingdom	$262M	+$36.9M	1	4.57%	Increased
550	Amalgamated Bank New York	$260M	-$352M	20	12.03%	Reduced