← 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
601	Laird Norton Wetherby Trust Company Seattle, Washington	$606M	-$5.07M	18	11.63%	Reduced
602	Stonehage Fleming Financial Services St. Helier, Jersey	$598M	-$30.4M	8	20.41%	Reduced
603	JHP James Hambro & Partners London, United Kingdom	$597M	-$26.6M	5	21.58%	Reduced
604	Allworth Financial Folsom, California	$596M	-$64.6M	35	2.53%	Reduced
605	DCP Darsana Capital Partners New York	$596M	+$628M	1	2.68%	New
606	CapitalatWork SA Auderghem,	$592M	+$25.1M	5	14.83%	Increased
607	Fuller & Thaler Asset Management San Mateo, California	$590M	+$22.4M	12	1.61%	Increased
608	ACM Argent Capital Management St Louis, Missouri	$590M	-$54.8M	6	18.63%	Reduced
609	Stephens Inc Little Rock, Arkansas	$590M	+$23.7M	14	6.61%	Increased
610	Capital Fund Management (CFM) Paris, France	$586M	+$15.6M	11	2.58%	Increased
611	FFA First Foundation Advisors Irvine, California	$586M	-$8.55M	6	21.06%	Reduced
612	Country Trust Bank Bloomington, Illinois	$583M	+$4.44M	14	10.21%	Increased
613	Diamond Hill Capital Management Columbus, Ohio	$581M	-$175M	3	4.65%	Reduced
614	Summit Trail Advisors New York	$580M	+$20.9M	23	7.29%	Increased
615	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$577M	-$385M	1	5.71%	Reduced
616	Harding Loevner Bridgewater, New Jersey	$577M	-$226M	3	5.43%	Reduced
617	Check Capital Management Costa Mesa, California	$574M	+$283M	3	7.63%	Increased
618	Mesirow Financial Investment Management Chicago, Illinois	$569M	-$72.9M	9	8.94%	Reduced
619	Advisors Asset Management Monument, Colorado	$569M	-$23.7M	22	8.67%	Reduced
620	Associated Banc-Corp Green Bay, Wisconsin	$566M	-$9.38M	6	13.44%	Reduced
621	Kayne Anderson Rudnick Investment Management Los Angeles, California	$562M	-$46.5M	16	1.75%	Reduced
622	D1 Capital Partners New York	$561M	-$61.1M	5	1.61%	Reduced
623	Disciplined Growth Investors Minneapolis, Minnesota	$559M	-$4.41M	2	9.47%	Reduced
624	Sanibel Captiva Trust Company Sanibel, Florida	$559M	+$22.9K	9	13.91%	Increased
625	Horizon Investments Charlotte, North Carolina	$559M	+$36.2M	19	6.12%	Increased