← 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	GVI Green Valley Investors Wilmington, Delaware	$143M	+$115K	1	7.03%	Increased
552	Markel Group Glen Allen, Virginia	$142M	+$978K	5	3.2%	Increased
553	JC Joho Capital New York	$142M	$0	1	27.08%	Maintained
554	Riverbridge Partners Minneapolis, Minnesota	$141M	-$1.3M	5	2.84%	Reduced
555	Andra AP-fonden Goteborg, Sweden	$141M	-$1.01M	11	3.32%	Reduced
556	VCM Valiant Capital Management San Francisco, California	$141M	-$25.1M	2	7.7%	Reduced
557	Haverford Trust Company Radnor, Pennsylvania	$140M	+$642K	7	3.18%	Increased
558	DF Dent & Co Baltimore, Maryland	$139M	-$7.52M	5	3.94%	Reduced
559	LCM Lakewood Capital Management New York	$139M	+$1.25M	1	5.77%	Increased
560	PFU Parus Finance (UK) London, United Kingdom	$138M	-$9.8M	3	24.09%	Reduced
561	BWCA Brenner West Capital Advisors New York	$136M	-$11M	2	13.75%	Reduced
562	NM NWI Management New York	$136M	-$319M	2	10.4%	Reduced
563	GAM GVO Asset Management Zug, Switzerland	$136M	-$4.93M	2	23.46%	Reduced
564	SIM Sentry Investment Management Stevens Point, Wisconsin	$135M	-$4.48M	10	5.5%	Reduced
565	Vaughan Nelson Investment Management Houston, Texas	$134M	-$47.6M	2	1.58%	Reduced
566	Mairs & Power Inc St Paul, Minnesota	$133M	+$17.9M	6	1.63%	Increased
567	Beutel, Goodman & Co Toronto, Ontario, Canada	$132M	-$7.74M	1	1.17%	Reduced
568	RG Renaissance Group Covington, Kentucky	$132M	+$25.2M	6	4.95%	Increased
569	Cambiar Investors Denver, Colorado	$132M	-$5.27M	2	2.19%	Reduced
570	Saturna Capital Bellingham, Washington	$131M	-$3.13M	6	4.44%	Reduced
571	KM Kylin Management New York	$131M	+$29.4M	1	27.04%	Increased
572	ACR Alpine Capital Research St. Louis, Missouri	$130M	-$952K	1	11.19%	Reduced
573	ANI American National Insurance Galveston, Texas	$128M	-$2.54M	9	7.11%	Reduced
574	Amalgamated Bank New York	$128M	-$45.9M	11	6.38%	Reduced
575	GTP Global Thematic Partners New York	$128M	+$10.2M	2	4.36%	Increased