← 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
551	Ariel Investments Chicago, Illinois	$93.1M	+$12.8M	3	1.07%	Increased
552	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$92.9M	$0	1	7.62%	Maintained
553	SA Smithwood Advisers Los Angeles, California	$92.9M	-$58M	1	11.41%	Reduced
554	MVP Miller Value Partners Sarasota, Florida	$92.9M	+$5.57M	2	3.43%	Increased
555	WesBanco Bank Wheeling, West Virginia	$92.8M	-$1.69M	5	5.06%	Reduced
556	TP Theleme Partners London, United Kingdom	$92.5M	$0	1	5.54%	Maintained
557	Caledonia Investments (Australia) Sydney NSW, Australia	$91.9M	+$1.02M	1	5.9%	Increased
558	ANI American National Insurance Galveston, Texas	$91.8M	+$598K	7	5.45%	Increased
559	Axiom Investors Greenwich, Connecticut	$91.3M	-$58M	3	2.25%	Reduced
560	KP Kiltearn Partners Edinburgh, United Kingdom	$90.6M	-$25.7M	1	5.87%	Reduced
561	ZWJ Investment Counsel Atlanta, Georgia	$90.4M	-$3.62M	6	9.14%	Reduced
562	Meag Munich Ergo Munich, Germany	$90.3M	-$4.73M	6	4.09%	Reduced
563	Criterion Capital Management San Francisco, California	$90.3M	-$51.6M	4	3.38%	Reduced
564	Cannell & Spears New York	$89.9M	+$1.78M	4	9.97%	Increased
565	MAM Marketfield Asset Management New York	$89.6M	-$85.8M	1	1.57%	Reduced
566	Birch Hill Investment Advisors Boston, Massachusetts	$89.2M	-$6.48M	5	9.02%	Reduced
567	R.H. Bluestein & Co Birmingham, Michigan	$89.1M	+$6.49M	7	5.57%	Increased
568	Whittier Trust South Pasadena, California	$88.4M	-$2.05M	10	4.2%	Reduced
569	Crawford Investment Counsel Atlanta, Georgia	$88.4M	-$3.49M	4	3.11%	Reduced
570	SC SRB Corp Boston, Massachusetts	$88M	-$118K	3	12.51%	Reduced
571	SRFM Shannon River Fund Management New York	$87.8M	+$88M	2	8.93%	New
572	JHL Capital Group Chicago, Illinois	$87M	+$503K	1	5.73%	Increased
573	Vaughan David Investments Peoria, Illinois	$86.7M	-$558K	3	5%	Reduced
574	Daiwa Securities Group Tokyo, Japan	$86.4M	+$33.7M	10	0.61%	Increased
575	Creative Planning Overland Park, Kansas	$85.9M	+$4.59M	13	0.89%	Increased