← 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	Marex Group London,	$605M	+$447M	21	3.81%	Increased
602	Virtu Financial New York	$605M	+$455M	11	23.44%	Increased
603	Voleon Capital Management Berkeley, California	$602M	+$27.3M	14	12.94%	Increased
604	Abrams Capital Management Boston, Massachusetts	$600M	-$59.3M	1	10.57%	Reduced
605	Associated Banc-Corp Green Bay, Wisconsin	$598M	+$523K	6	15.31%	Increased
606	Canoe Financial Calgary, Alberta, Canada	$597M	-$151M	4	8.1%	Reduced
607	Fisher Funds Management Auckland, New Zealand	$589M	-$32.8M	7	15.22%	Reduced
608	Capital Counsel New York	$588M	-$34.1M	5	22.44%	Reduced
609	London Company of Virginia Richmond, Virginia	$584M	-$37M	3	3.37%	Reduced
610	Standard Investments New York	$582M	-$77.9M	2	29.04%	Reduced
611	BNP Paribas Paris, France	$579M	-$16.3M	10	16.57%	Reduced
612	Munro Partners Melbourne, Australia	$579M	-$135M	3	15.04%	Reduced
613	Sanibel Captiva Trust Company Sanibel, Florida	$576M	-$9.7M	9	15.91%	Reduced
614	Cincinnati Insurance Fairfield, Ohio	$573M	$0	1	8.75%	Maintained
615	Nikko Asset Management Americas New York	$572M	+$72.6M	7	6.62%	Increased
616	NS Partners London, United Kingdom	$570M	-$8.1M	3	22.34%	Reduced
617	Chicago Capital Chicago, Illinois	$568M	-$6.31M	12	14.03%	Reduced
618	Dai-ichi Life Insurance Company Tokyo, Japan	$567M	-$11.7M	14	14.59%	Reduced
619	Country Trust Bank Bloomington, Illinois	$566M	+$17.7M	11	10.25%	Increased
620	Trexquant Investment Stamford, Connecticut	$566M	+$170M	17	5.04%	Increased
621	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$566M	-$7.28M	10	16.93%	Reduced
622	Stephens Inc Little Rock, Arkansas	$563M	+$10.4M	11	7.01%	Increased
623	South Dakota Investment Council Sioux Falls, South Dakota	$559M	-$35.1M	11	10.64%	Reduced
624	Kayne Anderson Rudnick Investment Management Los Angeles, California	$559M	+$21.4M	16	1.5%	Increased
625	Atria Investments Charlotte, North Carolina	$558M	-$27.1M	20	6.34%	Reduced