← 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	FAM Foxhaven Asset Management Charlottesville, Virginia	$234M	-$44.5M	1	10.42%	Reduced
602	PGGM Investments Zeist, Netherlands	$234M	+$267M	7	4.11%	New
603	MVP Miller Value Partners Sarasota, Florida	$233M	-$44.6M	4	14.17%	Reduced
604	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$233M	-$88M	10	11.88%	Reduced
605	HHLR Advisors Grand Cayman, Cayman Islands	$233M	+$63.5M	4	6.12%	Increased
606	Capital Fund Management (CFM) Paris, France	$232M	+$77.4M	11	1.82%	Increased
607	Confluence Investment Management St. Louis, Missouri	$231M	-$792K	4	3.86%	Reduced
608	Harvard Management Company Boston, Massachusetts	$231M	$0	1	28.7%	Maintained
609	WMC Westwood Management Corporation Chicago, Illinois	$230M	-$7.4M	5	30.24%	Reduced
610	Crawford Investment Counsel Atlanta, Georgia	$230M	-$1.38M	6	5.44%	Reduced
611	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$230M	+$45.7M	3	34.61%	Increased
612	Leonteq Securities AG Zurich, Switzerland	$230M	+$42.1M	22	8.93%	Increased
613	Nippon Life Global Investors Americas New York	$229M	+$14.2M	4	16.13%	Increased
614	Meyer Handelman Company Rye Brook, New York	$227M	+$3.95M	7	10.47%	Increased
615	TCM Tybourne Capital Management Hong Kong	$226M	-$94.8M	5	21.75%	Reduced
616	Madison Asset Management Madison, Wisconsin	$225M	+$8.97M	6	3.8%	Increased
617	Stock Yards Bank & Trust Louisville, Kentucky	$225M	+$6.63M	8	9.59%	Increased
618	Cincinnati Financial Corp Fairfield, Ohio	$224M	-$13.3M	2	6.13%	Reduced
619	Inverness Counsel New York	$222M	+$2.36M	7	12.37%	Increased
620	OC Oakmont Corp Los Angeles, California	$222M	+$1.45M	4	34.76%	Increased
621	MP MFN Partners Boston, Massachusetts	$222M	-$234M	1	10.05%	Reduced
622	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$222M	+$11.7M	8	8.02%	Increased
623	Salem Investment Counselors Winston Salem, North Carolina	$221M	+$701K	19	10.07%	Increased
624	Cresset Asset Management Chicago, Illinois	$220M	-$27.5M	14	2.78%	Reduced
625	RegentAtlantic Capital Morristown, New Jersey	$217M	+$6.64M	10	6.5%	Increased