← 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	UIA UG Investment Advisers Taipei, Taiwan	$166M	-$6.37M	1	81.03%	Reduced
552	D.A. Davidson & Co Great Falls, Montana	$166M	-$2.2M	9	3.25%	Reduced
553	PFU Parus Finance (UK) London, United Kingdom	$165M	-$9.9M	3	29%	Reduced
554	TP Thunderbird Partners London, United Kingdom	$164M	-$14.4M	2	20.53%	Reduced
555	SCCM Schafer Cullen Capital Management New York	$164M	-$5.38M	2	1.98%	Reduced
556	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$164M	+$47.5M	3	11.7%	Increased
557	TIAA FSB Jacksonville, Florida	$163M	-$3.51M	8	1.01%	Reduced
558	OAM Origin Asset Management London, United Kingdom	$162M	-$22.9M	4	9.97%	Reduced
559	Whittier Trust South Pasadena, California	$162M	+$3.83M	13	5.91%	Increased
560	NMC Nine Masts Capital Central, Hong Kong	$162M	+$77M	1	23.95%	Increased
561	Daiwa Securities Group Tokyo, Japan	$162M	-$238K	14	1.11%	Reduced
562	Cincinnati Insurance Fairfield, Ohio	$161M	$0	2	4.82%	Maintained
563	Highbridge Capital Management New York	$161M	-$190M	9	2.42%	Reduced
564	Foresters Investment Management New York	$161M	+$5.02M	8	2.63%	Increased
565	TC Tairen Capital Hong Kong	$161M	+$9.6M	2	27.67%	Increased
566	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$160M	-$68.2M	5	1.18%	Reduced
567	HAM HHR Asset Management Berkeley Heights, New Jersey	$160M	-$19M	2	8.33%	Reduced
568	Altimeter Capital Management Boston, Massachusetts	$159M	+$2.81M	5	7.5%	Increased
569	SH SeaTown Holdings Singapore	$157M	-$4.42M	4	11.4%	Reduced
570	Castleark Management Chicago, Illinois	$157M	+$27.2M	6	4.93%	Increased
571	Congress Asset Management Boston, Massachusetts	$156M	+$28.6M	6	2.42%	Increased
572	Riverbridge Partners Minneapolis, Minnesota	$156M	-$1.12M	5	3.07%	Reduced
573	IIM Ivory Investment Management New York	$156M	+$26.2M	3	7.74%	Increased
574	CCM Cadian Capital Management New York	$154M	+$6.24M	4	7.22%	Increased
575	TI TT International London, United Kingdom	$154M	+$35.1M	4	25.92%	Increased