← 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	OAM Origin Asset Management London, United Kingdom	$204M	-$27.9M	4	26.17%	Reduced
577	SIM Sentry Investment Management Stevens Point, Wisconsin	$203M	-$3.88M	12	14.99%	Reduced
578	BOK Financial Tulsa, Oklahoma	$203M	+$8.39M	9	5.85%	Increased
579	Kentucky Retirement Systems Frankfort, Kentucky	$202M	+$53.1M	10	13.79%	Increased
580	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$201M	-$1.94M	1	5.14%	Reduced
581	CCP Cryder Capital Partners London, United Kingdom	$199M	-$14.9M	2	29.03%	Reduced
582	Birch Hill Investment Advisors Boston, Massachusetts	$198M	-$872K	6	17.34%	Reduced
583	Associated Banc-Corp Green Bay, Wisconsin	$198M	+$19.7M	9	10.54%	Increased
584	Jericho Capital Asset Management New York	$197M	+$166M	2	15.85%	Increased
585	Beutel, Goodman & Co Toronto, Ontario, Canada	$197M	+$50.1M	2	1.84%	Increased
586	RP Regal Partners Sydney, NSW, Australia	$197M	-$8.05M	1	21.2%	Reduced
587	SC Serenity Capital Palo Alto, California	$196M	$0	1	41.93%	Maintained
588	Avalon Investment & Advisory Houston, Texas	$196M	+$15.7M	8	5.01%	Increased
589	Moore Capital Management New York	$195M	-$120M	5	8.08%	Reduced
590	SEP Soma Equity Partners San Francisco, California	$195M	+$75.9M	2	10.93%	Increased
591	LCM Lomas Capital Management New York	$194M	+$59.7M	2	19.37%	Increased
592	WIM Weitz Investment Management Omaha, Nebraska	$194M	-$63.3K	5	10.31%	Reduced
593	Impax Asset Management Group London, United Kingdom	$194M	+$27.9M	8	2.58%	Increased
594	TI TRG Investments Richmond, Virginia	$194M	$0	1	32.57%	Maintained
595	People's United Financial Bridgeport, Connecticut	$193M	-$43.3M	12	6.68%	Reduced
596	Intermede Investment Partners London, United Kingdom	$191M	+$14.8M	2	11.25%	Increased
597	SRS Investment Management New York	$190M	-$126M	1	4.12%	Reduced
598	HCM HMI Capital Management San Francisco, California	$189M	+$21.4M	1	12.56%	Increased
599	IC Inverness Counsel New York	$189M	-$23.8M	6	11.85%	Reduced
600	Locust Wood Capital Advisers New York	$188M	+$24.7M	4	15.94%	Increased