← 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	Riverbridge Partners Minneapolis, Minnesota	$225M	-$10.6M	5	4.04%	Reduced
552	WIM Weitz Investment Management Omaha, Nebraska	$225M	-$7.19M	5	8.82%	Reduced
553	WAM World Asset Management Detroit, Michigan	$225M	-$1.04M	14	10.35%	Reduced
554	Kayne Anderson Rudnick Investment Management Los Angeles, California	$225M	+$10.3M	9	1.09%	Increased
555	VIM Veritas Investment Management London, United Kingdom	$223M	-$4.79M	4	17.09%	Reduced
556	Confluence Investment Management St. Louis, Missouri	$223M	+$1.12M	7	3.56%	Increased
557	BlueCrest Capital Management St Helier, Jersey	$222M	+$195M	5	14.34%	Increased
558	UMB Bank Kansas City, Missouri	$221M	+$427K	7	6.09%	Increased
559	Letko, Brosseau & Associates Montreal, Quebec, Canada	$219M	-$16.4M	8	2.18%	Reduced
560	VM Valinor Management New York	$219M	-$68.5M	3	14.6%	Reduced
561	Castleark Management Chicago, Illinois	$218M	-$11.1M	8	8.71%	Reduced
562	MC Montag & Caldwell Atlanta, Georgia	$217M	-$7.41M	4	10.38%	Reduced
563	IC Inverness Counsel New York	$216M	-$18.3M	5	10.22%	Reduced
564	SIM Sentry Investment Management Stevens Point, Wisconsin	$215M	+$4.33M	12	12.83%	Increased
565	Marshall Wace Asia Central, Hong Kong	$215M	-$50.8M	5	5.31%	Reduced
566	SC Serenity Capital Palo Alto, California	$214M	$0	1	41.24%	Maintained
567	Pinnacle Associates New York	$214M	-$243K	14	4.69%	Reduced
568	Harvest Fund Management Beijing, China	$214M	-$39.2M	8	22.12%	Reduced
569	Crossmark Global Holdings Houston, Texas	$214M	-$1.38M	14	5.87%	Reduced
570	Private Advisor Group Morristown, New Jersey	$213M	+$55.2M	13	3.31%	Increased
571	Walleye Trading New York	$212M	+$164M	16	1.47%	Increased
572	TI TRG Investments Richmond, Virginia	$211M	$0	1	37.72%	Maintained
573	Kovitz Investment Group Partners Chicago, Illinois	$211M	+$4.69M	9	6.14%	Increased
574	Chilton Investment Company Stamford, Connecticut	$210M	+$10.2M	3	6.72%	Increased
575	SCA Southpoint Capital Advisors New York	$209M	+$40.2M	2	7.54%	Increased