← 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	CA Cornerstone Advisors Asheville, North Carolina	$300M	-$23.4M	5	13.99%	Reduced
627	Cantor Fitzgerald New York	$299M	+$8.46M	12	8%	Increased
628	NZS Capital Denver, Colorado	$298M	+$2.47M	4	16.07%	Increased
629	HRT Financial New York	$295M	-$7.17M	17	2.94%	Reduced
630	FFM Fullerton Fund Management Singapore	$294M	+$116M	4	20.62%	Increased
631	Salem Investment Counselors Winston Salem, North Carolina	$292M	+$2.29M	17	11.11%	Increased
632	Stock Yards Bank & Trust Louisville, Kentucky	$290M	+$7M	8	11.18%	Increased
633	Cincinnati Financial Corp Fairfield, Ohio	$289M	-$3.22M	1	6.98%	Reduced
634	Confluence Investment Management St. Louis, Missouri	$288M	-$8.84M	4	4.46%	Reduced
635	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$288M	+$23.1M	8	11.31%	Increased
636	TAL TIG Advisors LLC New York	$287M	+$200M	1	12.92%	Increased
637	Nippon Life Global Investors Americas New York	$285M	+$47.3M	4	17.56%	Increased
638	ExodusPoint Capital Management New York	$284M	+$38.1M	23	2.71%	Increased
639	Schonfeld Strategic Advisors New York	$284M	-$81.3M	18	2.21%	Reduced
640	Simplex Trading Chicago, Illinois	$282M	+$104M	20	0.22%	Increased
641	ACM Anomaly Capital Management New York	$282M	+$149M	2	12.89%	Increased
642	CloudAlpha Capital Management Hong Kong	$281M	+$147M	6	15.08%	Increased
643	TFP Triple Frond Partners San Francisco, California	$280M	$0	3	35.52%	Maintained
644	SEP Soma Equity Partners San Francisco, California	$278M	+$65.1M	3	16.2%	Increased
645	Penserra Capital Management Orinda, California	$278M	+$26.6M	20	5.73%	Increased
646	Tidal Investments Milwaukee, Wisconsin	$278M	+$15.6M	18	8.45%	Increased
647	New Mexico Educational Retirement Board Santa Fe, New Mexico	$277M	+$19.5M	12	11.88%	Increased
648	Bailard Foster City, California	$276M	+$5.44M	11	9.15%	Increased
649	AG Avala Global New York	$276M	+$93.8M	3	26.8%	Increased
650	Clifford Swan Investment Counsel Pasadena, California	$276M	-$12.6M	13	11.58%	Reduced