← 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	LFDLE La Financiere de L'Echiquier Paris, France	$208M	-$30.7M	5	24.59%	Reduced
577	H Hexavest Montreal, Quebec, Canada	$207M	-$3.98M	5	2.52%	Reduced
578	Cooperman Leon G	$206M	+$6.71M	3	10.97%	Increased
579	Birch Hill Investment Advisors Boston, Massachusetts	$205M	+$1.85M	6	13.56%	Increased
580	Antipodes Partners Royal Exchange, Australia	$205M	-$1.9M	2	9.24%	Reduced
581	Steward Partners Investment Advisory New York	$204M	+$982K	20	6.04%	Increased
582	BOK Financial Tulsa, Oklahoma	$202M	-$993K	10	4.56%	Reduced
583	DCP Darsana Capital Partners New York	$201M	-$77.4M	1	6.84%	Reduced
584	Weiss Multi-Strategy Advisers New York	$200M	+$102M	7	3.26%	Increased
585	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$199M	+$174M	5	13.43%	Increased
586	Crake Asset Management London, United Kingdom	$199M	+$189M	3	40.23%	New
587	ACM Argent Capital Management St Louis, Missouri	$199M	-$2.94M	4	6.81%	Reduced
588	Intermede Investment Partners London, United Kingdom	$198M	+$2.94M	2	10.04%	Increased
589	BTP Bloom Tree Partners New York	$198M	-$63M	4	16.64%	Reduced
590	SI SQN Investors Menlo Park, California	$198M	+$57.9M	2	18.23%	Increased
591	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$197M	-$53.9M	11	9.98%	Reduced
592	WI Wafra Inc New York	$197M	+$39.8M	4	12.08%	Increased
593	HCM HMI Capital Management San Francisco, California	$197M	$0	1	15.69%	Maintained
594	Nomura Holdings Tokyo, Japan	$196M	-$370M	13	0.73%	Reduced
595	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$195M	+$14M	9	14.36%	Increased
596	RP Regal Partners Sydney, NSW, Australia	$194M	+$8.53M	1	15.33%	Increased
597	AIM AIA Investment Management Singapore	$194M	+$20.6M	8	40.57%	Increased
598	Synovus Financial Columbus, Georgia	$194M	+$2.95M	18	2.64%	Increased
599	Disciplined Growth Investors Minneapolis, Minnesota	$193M	+$5.75M	2	3.18%	Increased
600	TCA Taconic Capital Advisors New York	$193M	-$44.7M	2	7.8%	Reduced