← 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	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$229M	+$155M	4	37.54%	Increased
627	Cincinnati Financial Corp Fairfield, Ohio	$228M	-$1.67M	2	6.96%	Reduced
628	BAM Barrett Asset Management New York	$228M	-$523K	8	13.43%	Reduced
629	Baupost Group Boston, Massachusetts	$227M	-$91.7M	1	2.46%	Reduced
630	RG Riverstone Group Richmond, Virginia	$226M	$0	1	43.96%	Maintained
631	IHL Investment House LLC Redondo Beach, California	$225M	+$1.55M	9	17.62%	Increased
632	Hancock Whitney Gulfport, Mississippi	$224M	-$2.23M	9	8.27%	Reduced
633	MC Montag & Caldwell Atlanta, Georgia	$224M	-$19M	5	13.6%	Reduced
634	SI SQN Investors Menlo Park, California	$222M	-$10.8M	2	15.47%	Reduced
635	Aristotle Atlantic Partners Sarasota, Florida	$221M	+$2.43M	6	19.49%	Increased
636	Great Lakes Advisors Chicago, Illinois	$220M	+$1.18M	7	4.67%	Increased
637	Castleark Management Chicago, Illinois	$219M	-$97.2M	6	8.59%	Reduced
638	LF Lannebo Fonder Stockholm, Sweden	$219M	+$22.3M	6	31.15%	Increased
639	Busey Bank Urbana, Illinois	$218M	-$9.05M	7	13.92%	Reduced
640	TP TenCore Partners New York	$218M	-$5.16M	4	48.08%	Reduced
641	Salem Investment Counselors Winston Salem, North Carolina	$218M	+$612K	14	16.64%	Increased
642	WCM Investment Management Laguna Beach, California	$217M	+$10.8M	3	0.76%	Increased
643	BPIH Broad Peak Investment Holdings Singapore	$216M	$0	1	14.95%	Maintained
644	CL CPWM LLC Seattle, Washington	$215M	+$507K	9	22.64%	Increased
645	Braun Stacey Associates New York	$215M	-$2.28M	5	11.5%	Reduced
646	Coldstream Capital Management Bellevue, Washington	$215M	-$2.95M	7	17.9%	Reduced
647	Abrams Capital Management Boston, Massachusetts	$215M	$0	1	6.78%	Maintained
648	Gotham Asset Management New York	$214M	-$29.6M	11	6.87%	Reduced
649	Clifford Swan Investment Counsel Pasadena, California	$213M	-$2.64M	12	10.23%	Reduced
650	Cannell & Spears New York	$212M	-$793K	7	20.23%	Reduced