← 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	Cincinnati Insurance Fairfield, Ohio	$499M	$0	1	8.82%	Maintained
577	Slate Path Capital New York	$499M	+$130M	3	9.02%	Increased
578	Advisors Asset Management Monument, Colorado	$498M	+$8.42M	21	9.18%	Increased
579	Stonegate Investment Group Birmingham, Alabama	$497M	+$541K	8	13.26%	Increased
580	Hotchkis & Wiley Capital Management Los Angeles, California	$495M	-$53.2M	3	1.65%	Reduced
581	Mizuho Markets Americas New York	$495M	+$161M	9	8.86%	Increased
582	Atria Investments Charlotte, North Carolina	$487M	-$7.79M	17	6.06%	Reduced
583	Capital International Sarl Los Angeles, California	$484M	+$50.3M	7	11.17%	Increased
584	James Hambro & Partners London, United Kingdom	$483M	+$6.22M	5	19.05%	Increased
585	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$478M	-$8.8M	9	15.67%	Reduced
586	Aptus Capital Advisors Fairhope, Alabama	$475M	+$114M	13	4.98%	Increased
587	Capital Counsel New York	$475M	-$3.34M	5	20.3%	Reduced
588	BSN Capital Partners London, United Kingdom	$472M	+$401M	2	18.88%	Increased
589	Jericho Capital Asset Management New York	$472M	+$192M	2	6.74%	Increased
590	CapitalatWork SA Auderghem,	$469M	-$19.2M	5	15.15%	Reduced
591	Citizens Financial Group Providence, Rhode Island	$468M	-$5.62M	10	9.12%	Reduced
592	NS Partners London, United Kingdom	$464M	+$4.83M	5	19.17%	Increased
593	Exchange Traded Concepts Oklahoma City, Oklahoma	$463M	+$158M	20	9.21%	Increased
594	Sanibel Captiva Trust Company Sanibel, Florida	$461M	-$6.77M	9	14.73%	Reduced
595	PGGM Investments Zeist, Netherlands	$461M	-$26.5M	7	6.13%	Reduced
596	Dai-ichi Life Insurance Company Tokyo, Japan	$459M	+$1.98M	14	12.68%	Increased
597	BOK Financial Tulsa, Oklahoma	$457M	+$487K	21	7.71%	Increased
598	Adams Diversified Equity Fund Baltimore, Maryland	$456M	+$8.59M	5	17.25%	Increased
599	Marathon Asset Management (UK) London, United Kingdom	$455M	-$16.9M	6	12.72%	Reduced
600	Atria Wealth Solutions New York	$453M	-$45.3M	14	4.95%	Reduced