← 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
626	ICP Indus Capital Partners New York	$98.2M	+$20.5M	1	9.57%	Increased
627	Becker Capital Management Portland, Oregon	$98M	-$2.06M	6	4.22%	Reduced
628	Conning Inc Hartford, Connecticut	$97.8M	+$1.54M	9	4.1%	Increased
629	PC PM Capital Sydney, Australia	$97.6M	-$4.77M	2	16.4%	Reduced
630	Quantitative Investment Management Charlottesville, Virginia	$97.2M	+$53.8M	6	4.7%	Increased
631	SC SRB Corp Boston, Massachusetts	$97.1M	+$134K	2	15.28%	Increased
632	RP RBS Partners Bay Harbor Islands, Florida	$96.9M	+$513K	1	8.59%	Increased
633	Zweig-DiMenna Associates New York	$96.8M	-$33.2M	6	8.56%	Reduced
634	Zacks Investment Management Chicago, Illinois	$96.1M	+$994K	6	3.05%	Increased
635	Clough Capital Partners Boston, Massachusetts	$95.4M	+$7.8M	4	4.5%	Increased
636	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$95.3M	-$4.64M	10	4.96%	Reduced
637	Weitz Investment Management Omaha, Nebraska	$95.3M	-$3.85M	4	3.34%	Reduced
638	Confluence Investment Management St. Louis, Missouri	$95.2M	+$1.84M	3	2.85%	Increased
639	Johnson Investment Counsel Cincinnati, Ohio	$95.1M	-$848K	4	3.33%	Reduced
640	Picton Mahoney Asset Management Toronto, Ontario, Canada	$94.5M	-$29.2M	5	6.05%	Reduced
641	Miller Howard Investments Kingston, New York	$94.1M	-$33.8M	1	1.74%	Reduced
642	IronBridge Capital Management Oakbrook Terrace, Illinois	$94.1M	+$2.47M	4	3.79%	Increased
643	Bridgewater Associates Westport, Connecticut	$94.1M	-$29.3M	6	1.19%	Reduced
644	Capital International Inc Los Angeles, California	$93.3M	-$22.4M	8	10.24%	Reduced
645	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$93M	-$25.6M	11	1.13%	Reduced
646	EverPoint Asset Management Stamford, Connecticut	$92.9M	-$39.6M	6	1.83%	Reduced
647	Heritage Investors Management Corp Bethesda, Maryland	$92.4M	+$452K	7	7.12%	Increased
648	AA Ancient Art Austin, Texas	$92.3M	-$63.5M	1	18.03%	Reduced
649	SAM Scopus Asset Management New York	$92.1M	-$24.1M	1	1.55%	Reduced
650	ZWJ Investment Counsel Atlanta, Georgia	$92M	-$4.95M	6	9.75%	Reduced