← 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	Soros Fund Management New York	$109M	+$86M	5	2.73%	Increased
627	Bridgeway Capital Management Houston, Texas	$109M	-$12.8M	8	1.63%	Reduced
628	Hikari Power Tokyo, Japan	$108M	-$1.29M	4	12.88%	Reduced
629	SCM Steadfast Capital Management New York	$108M	-$21.8M	2	1.93%	Reduced
630	KCM Kingstown Capital Management New York	$108M	-$5.31M	1	12.05%	Reduced
631	Meag Munich Ergo Munich, Germany	$108M	+$76.3M	6	5.32%	Increased
632	Parallax Volatility Advisers San Francisco, California	$108M	-$26.2M	7	0.2%	Reduced
633	Beutel, Goodman & Co Toronto, Ontario, Canada	$107M	-$3.77M	1	1.04%	Reduced
634	Zweig-DiMenna Associates New York	$107M	+$4.64M	7	8.72%	Increased
635	Intermede Investment Partners London, United Kingdom	$106M	+$1.22M	2	11.77%	Increased
636	Cambridge Trust Cambridge, Massachusetts	$106M	+$2.56M	7	7.75%	Increased
637	Washington Trust Westerly, Rhode Island	$105M	-$3.27M	8	6.89%	Reduced
638	Martin Currie Edinburgh, United Kingdom	$105M	-$1.42M	5	9.48%	Reduced
639	NA Newport Asia San Francisco, California	$104M	+$27M	1	20.83%	Increased
640	Trinity Street Asset Management London, United Kingdom	$104M	+$59.5M	2	18.08%	Increased
641	Douglass Winthrop Advisors New York	$103M	+$3.26M	6	7.14%	Increased
642	Peregrine Capital Management Minneapolis, Minnesota	$103M	+$97.1M	4	2.69%	New
643	Cannell & Spears New York	$103M	-$6.19M	5	12.94%	Reduced
644	TAM Tiverton Asset Management Wilimington, Delaware	$103M	-$411M	4	8.25%	Reduced
645	Shelton Capital Management Denver, Colorado	$103M	-$1.06M	9	8.56%	Reduced
646	Braun Stacey Associates New York	$102M	+$14.8M	7	6.49%	Increased
647	CAM Contour Asset Management New York	$102M	-$52.4M	3	5.5%	Reduced
648	OI Oakbrook Investments Lisle, Illinois	$101M	-$12.4M	8	6.18%	Reduced
649	SC SRB Corp Boston, Massachusetts	$101M	-$142K	1	14.76%	Reduced
650	Oak Ridge Investments Chicago, Illinois	$100M	+$894K	4	2.6%	Increased