← 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
576	GVI Green Valley Investors Wilmington, Delaware	$150M	-$5.8M	1	7.32%	Reduced
577	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$150M	-$8.82M	11	5.59%	Reduced
578	DF Dent & Co Baltimore, Maryland	$150M	-$2.43M	5	3.95%	Reduced
579	SH SeaTown Holdings Singapore	$149M	+$5.43M	4	20.8%	Increased
580	Thompson Siegel & Walmsley Richmond, Virginia	$149M	-$6.73M	12	1.76%	Reduced
581	Haverford Trust Company Radnor, Pennsylvania	$148M	-$2.06M	7	3.24%	Reduced
582	ICP Indus Capital Partners New York	$148M	+$9.22M	1	16.19%	Increased
583	Birch Hill Investment Advisors Boston, Massachusetts	$147M	-$16.6M	6	13.06%	Reduced
584	Menora Mivtachim Holdings Ramat Gan, Israel	$147M	-$90.5M	5	6.86%	Reduced
585	Sit Investment Associates Minneapolis, Minnesota	$147M	+$15.4M	9	3.64%	Increased
586	NF Trinity Capital Central, Hong Kong	$147M	-$6.49M	2	20.84%	Reduced
587	Meyer Handelman Company Rye Brook, New York	$147M	+$68.3K	7	6.21%	Increased
588	Foresters Investment Management New York	$147M	-$5.42M	9	2.47%	Reduced
589	PineBridge Investments New York	$144M	-$30M	11	3.76%	Reduced
590	Squarepoint New York	$144M	+$77.9M	13	2.83%	Increased
591	Jefferies Group New York	$144M	+$59.7M	12	0.96%	Increased
592	HCM Hitchwood Capital Management New York	$143M	-$75.8M	2	5.89%	Reduced
593	HI Honeywell International Charlotte, North Carolina	$143M	-$18.7M	2	5.4%	Reduced
594	ACP Arrowgrass Capital Partners London, United Kingdom	$142M	+$3.47M	2	26.07%	Increased
595	AA Ancient Art Austin, Texas	$142M	-$20.7M	1	24.43%	Reduced
596	Saturna Capital Bellingham, Washington	$141M	-$274K	5	4.69%	Reduced
597	UIA UG Investment Advisers Taipei, Taiwan	$141M	$0	1	83.37%	Maintained
598	SIM Sentry Investment Management Stevens Point, Wisconsin	$141M	-$1.74M	10	5.55%	Reduced
599	GTP Global Thematic Partners New York	$141M	-$3.39M	2	4.53%	Reduced
600	Martin Currie Edinburgh, United Kingdom	$140M	-$13.5M	5	11.21%	Reduced