← 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	Zweig-DiMenna Associates New York	$147M	+$11.1M	11	14.54%	Increased
602	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$146M	+$13.8M	13	1.63%	Increased
603	Synovus Financial Columbus, Georgia	$146M	+$5.03M	16	2.65%	Increased
604	3CP 3G Capital Partners New York	$146M	+$112M	3	17.84%	Increased
605	Clifford Swan Investment Counsel Pasadena, California	$146M	-$540K	11	8.85%	Reduced
606	Elliott Management New York	$146M	-$55.4M	1	1.04%	Reduced
607	Krane Funds Advisors New York	$144M	+$26.9M	3	8.28%	Increased
608	Winton Group London, United Kingdom	$143M	+$20.9M	14	3.09%	Increased
609	Altimeter Capital Management Boston, Massachusetts	$142M	-$41.7M	6	5.19%	Reduced
610	Regal Partners Sydney, NSW, Australia	$142M	+$25.2M	1	15.3%	Increased
611	Steward Partners Investment Advisory New York	$141M	+$6.61M	10	6.88%	Increased
612	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$140M	+$147M	2	17.3%	New
613	Pinnacle Associates New York	$140M	+$4.25M	9	3.61%	Increased
614	OC Oakmont Corp Los Angeles, California	$139M	-$2.69M	2	21.88%	Reduced
615	OAMU Ostrum Asset Management US New York	$139M	+$147M	8	20.51%	New
616	Chilton Investment Company Stamford, Connecticut	$139M	+$2.56M	4	5.08%	Increased
617	Jasper Ridge Partners Menlo Park, California	$138M	+$16.7M	5	8.47%	Increased
618	BOK Financial Tulsa, Oklahoma	$138M	-$1.82M	10	3.95%	Reduced
619	TP Thunderbird Partners London, United Kingdom	$138M	+$15.8M	1	16.43%	Increased
620	Altshuler Shaham Tel Aviv, Israel	$137M	+$19.7M	3	6.04%	Increased
621	Kovitz Investment Group Partners Chicago, Illinois	$137M	+$48.2M	9	5.42%	Increased
622	TI TRG Investments Richmond, Virginia	$136M	+$102M	1	39.71%	Increased
623	Alyeska Investment Group Chicago, Illinois	$136M	+$63.4M	6	1.98%	Increased
624	Bridgeway Capital Management Houston, Texas	$135M	+$27.1M	10	1.8%	Increased
625	NWQ Investment Management Company Los Angeles, California	$134M	-$7.17M	3	3.18%	Reduced