← 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	Birch Hill Investment Advisors Boston, Massachusetts	$172M	-$9.12M	6	14.24%	Reduced
577	USG2 Union Square GP 2008 New York	$172M	$0	1	100%	Maintained
578	TAM Tiverton Asset Management Wilimington, Delaware	$171M	-$2.42M	11	11.87%	Reduced
579	Renaissance Group Covington, Kentucky	$170M	-$10.5M	6	5.81%	Reduced
580	PineBridge Investments New York	$170M	-$14.4M	11	4.02%	Reduced
581	Brighton Jones LLC Seattle, Washington	$169M	-$126M	10	23.34%	Reduced
582	Stockbridge Partners Boston, Massachusetts	$169M	-$6.81M	1	7.31%	Reduced
583	MAI Marble Arch Investments New York	$169M	+$22.3M	2	13.11%	Increased
584	HI Honeywell International Charlotte, North Carolina	$169M	-$177M	3	9.85%	Reduced
585	Harvard Management Company Boston, Massachusetts	$169M	+$169M	1	20.64%	New
586	World Asset Management Detroit, Michigan	$168M	-$58.7M	13	7.89%	Reduced
587	SIM Sentry Investment Management Stevens Point, Wisconsin	$167M	-$12.2M	9	10.12%	Reduced
588	MUFG Americas New York	$166M	-$45.2M	11	5.02%	Reduced
589	MVP Miller Value Partners Sarasota, Florida	$166M	-$6.46M	4	6.91%	Reduced
590	Foresters Investment Management New York	$166M	-$41.7M	5	2.76%	Reduced
591	Veritas Investment Management London, United Kingdom	$165M	-$8.3M	5	21.11%	Reduced
592	Envestnet Asset Management Chicago, Illinois	$165M	-$271M	16	0.47%	Reduced
593	JC Joho Capital New York	$163M	+$18.3M	1	40.62%	Increased
594	Vaughan Nelson Investment Management Houston, Texas	$162M	-$1.43M	3	1.98%	Reduced
595	Douglass Winthrop Advisors New York	$161M	+$19M	7	7.86%	Increased
596	AA Ancient Art Austin, Texas	$161M	$0	1	32.24%	Maintained
597	SC SRB Corp Boston, Massachusetts	$160M	-$197K	1	20.25%	Reduced
598	BTP Bloom Tree Partners New York	$159M	+$16.3M	2	13.45%	Increased
599	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$159M	-$36.3M	4	12.3%	Reduced
600	Argent Capital Management St Louis, Missouri	$159M	-$32.2M	5	5.81%	Reduced