← 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	Squarepoint New York	$243M	+$87.5M	17	3.28%	Increased
602	NP NS Partners London, United Kingdom	$243M	-$20.4M	5	16%	Reduced
603	Cambiar Investors Denver, Colorado	$241M	-$19.6M	4	10.99%	Reduced
604	SC Serenity Capital Palo Alto, California	$241M	-$50.1M	1	44.28%	Reduced
605	Nippon Life Global Investors Americas New York	$240M	-$781K	3	15.83%	Reduced
606	GH GAM Holding Zurich, Switzerland	$240M	-$92.1M	12	14.44%	Reduced
607	TimesSquare Capital Management New York	$239M	+$54.9M	4	2.23%	Increased
608	Kentucky Retirement Systems Frankfort, Kentucky	$238M	+$12M	10	14.68%	Increased
609	Wealthfront Advisers Palo Alto, California	$237M	-$2.72M	9	1.7%	Reduced
610	Mercer Global Advisors Denver, Colorado	$236M	+$22.7M	15	3.55%	Increased
611	Confluence Investment Management St. Louis, Missouri	$236M	-$57.7M	7	3.84%	Reduced
612	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$236M	-$1.77M	8	3.62%	Reduced
613	NIM Northeast Investment Management Boston, Massachusetts	$234M	+$1.45M	8	15.58%	Increased
614	HCM HMI Capital Management San Francisco, California	$234M	-$3.05M	1	9.7%	Reduced
615	Penserra Capital Management Orinda, California	$234M	+$56.2M	19	8.9%	Increased
616	NCA Newbrook Capital Advisors New York	$234M	-$186M	2	16.27%	Reduced
617	MFWM Motley Fool Wealth Management Alexandria, Virginia	$233M	+$4.79M	4	12.14%	Increased
618	AssetMark Inc Concord, California	$233M	+$74.7M	12	1.5%	Increased
619	Cresset Asset Management Chicago, Illinois	$233M	+$17M	14	4.35%	Increased
620	CM Conifer Management New York	$232M	-$111M	2	16.22%	Reduced
621	TA Trivest Advisors Hong Kong	$232M	+$83.7M	2	35.52%	Increased
622	CT Cambridge Trust Cambridge, Massachusetts	$231M	-$12.1M	7	11.92%	Reduced
623	NCMU NAYA Capital Management (UK) London, United Kingdom	$230M	-$49.6M	1	15.61%	Reduced
624	Letko, Brosseau & Associates Montreal, Quebec, Canada	$230M	-$3.6M	7	3.58%	Reduced
625	Harvard Management Company Boston, Massachusetts	$229M	+$142M	1	12.62%	Increased