← 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	Concurrent Investment Advisors Tampa, Florida	$606M	+$2.85M	22	6.59%	Increased
552	Longview Partners St Peter Port, Guernsey	$604M	-$247M	2	8.56%	Reduced
553	Generali Asset Management Trieste, Italy	$599M	-$15.9M	9	12.49%	Reduced
554	SI Standard Investments New York	$599M	+$112M	2	32.75%	Increased
555	SA Situational Awareness San Francisco, California	$595M	+$113M	3	4.35%	Increased
556	Nomura Holdings Tokyo, Japan	$594M	-$339M	17	1.57%	Reduced
557	Aptus Capital Advisors Fairhope, Alabama	$593M	-$35.6M	13	4.66%	Reduced
558	Capital Group Private Client Services Los Angeles, California	$593M	-$68M	5	10%	Reduced
559	Beck Mack & Oliver New York	$588M	-$37.4M	5	12.12%	Reduced
560	Mirova US Boston, Massachusetts	$585M	-$27.4M	3	6.63%	Reduced
561	Badgley Phelps Wealth Managers Seattle, Washington	$584M	-$43.6M	6	11.63%	Reduced
562	EFG International Zurich,	$583M	-$90.7M	17	12.46%	Reduced
563	Allworth Financial Folsom, California	$582M	+$7.58M	35	2.36%	Increased
564	Nikko Asset Management Americas New York	$582M	+$50.8M	7	8.23%	Increased
565	Avanza Fonder Stockholm, Sweden	$580M	-$22.6M	13	16.04%	Reduced
566	Capital Advisors Inc Tulsa, Oklahoma	$579M	-$37.8M	7	9.31%	Reduced
567	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$572M	-$40.2M	3	12.99%	Reduced
568	Gabelli Funds Rye, New York	$564M	-$32.4M	13	3.81%	Reduced
569	Curi RMB Capital Chicago, Illinois	$563M	-$18.7M	15	10.01%	Reduced
570	Pinnacle Associates New York	$562M	+$9.67K	14	7.22%	Increased
571	Zevenbergen Capital Investments Edmonds, Washington	$560M	-$81.4M	8	16.11%	Reduced
572	ACM Argent Capital Management St Louis, Missouri	$559M	-$49.4M	6	17.63%	Reduced
573	Mesirow Financial Investment Management Chicago, Illinois	$557M	+$115M	7	9.02%	Increased
574	FFA First Foundation Advisors Irvine, California	$554M	-$3.25M	6	22.32%	Reduced
575	Laird Norton Wetherby Trust Company Seattle, Washington	$553M	-$34.6M	17	12.07%	Reduced