← 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	BG Bollard Group Boston, Massachusetts	$175M	+$7.32M	11	7.05%	Increased
602	Intermede Investment Partners London, United Kingdom	$175M	-$29.8M	3	13.12%	Reduced
603	Personal Capital Advisors Redwood City, California	$174M	-$6.7M	9	2.23%	Reduced
604	Renaissance Group Covington, Kentucky	$173M	-$16.4M	6	6.06%	Reduced
605	SH SeaTown Holdings Singapore	$173M	-$21.6M	4	26.05%	Reduced
606	EC EMS Capital New York	$171M	+$30.6M	2	12.78%	Increased
607	Boston Advisors Boston, Massachusetts	$170M	-$490M	10	7.38%	Reduced
608	Northeast Investment Management Boston, Massachusetts	$170M	-$3.7M	8	13.55%	Reduced
609	AI ArchPoint Investors Coral Gables, Florida	$169M	-$105K	5	45.89%	Reduced
610	Capital Fund Management (CFM) Paris, France	$168M	-$38.7M	7	0.92%	Reduced
611	Synovus Financial Columbus, Georgia	$168M	+$833K	17	2.66%	Increased
612	FCM Flinton Capital Management Philadelphia, Pennsylvania	$168M	-$1.46M	6	5.2%	Reduced
613	BOK Financial Tulsa, Oklahoma	$168M	-$11.1M	10	4.22%	Reduced
614	Meag Munich Ergo Munich, Germany	$168M	+$1.9M	11	9.92%	Increased
615	Avalon Investment & Advisory Houston, Texas	$166M	+$6.02M	9	4.65%	Increased
616	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$165M	+$387K	12	7.08%	Increased
617	RWC Asset Management London, United Kingdom	$165M	+$738K	2	7.48%	Increased
618	AIM AIA Investment Management Singapore	$165M	+$69.3M	1	35.14%	Increased
619	Tiedemann Advisors New York	$164M	+$492K	7	9.72%	Increased
620	Zweig-DiMenna Associates New York	$164M	+$21.3M	7	13.61%	Increased
621	JMH J.M. Hartwell New York	$164M	+$946K	5	28.53%	Increased
622	Steward Partners Investment Advisory New York	$164M	+$13M	17	7.83%	Increased
623	Washington Trust Westerly, Rhode Island	$163M	-$7.87M	7	8.75%	Reduced
624	WM WS Management Jacksonville, Florida	$162M	-$27.2M	3	5.33%	Reduced
625	CC Carve Capital Stockholm, Sweden	$162M	+$63.4M	2	41.81%	Increased