← 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	Salem Investment Counselors Winston Salem, North Carolina	$336M	+$1.23M	17	11.51%	Increased
627	Metis Global Partners San Diego, California	$336M	+$40.2M	13	13.38%	Increased
628	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$334M	-$3.6M	16	5.87%	Reduced
629	WI Wafra Inc New York	$334M	-$355M	7	19.66%	Reduced
630	Synovus Financial Columbus, Georgia	$333M	-$69M	12	4.72%	Reduced
631	MC Maplelane Capital New York	$333M	-$134M	5	15.12%	Reduced
632	First Financial Bankshares Abilene, Texas	$332M	+$314M	6	7.99%	New
633	Peregrine Capital Management Minneapolis, Minnesota	$332M	-$29.8M	8	9.97%	Reduced
634	Moore Capital Management New York	$330M	-$139M	8	5.69%	Reduced
635	PointState Capital New York	$329M	-$187M	2	7.96%	Reduced
636	CA Cornerstone Advisors Asheville, North Carolina	$326M	-$17.6M	5	14.34%	Reduced
637	Castleark Management Chicago, Illinois	$326M	+$37.2M	8	14.45%	Increased
638	Abrams Capital Management Boston, Massachusetts	$324M	$0	1	10.08%	Maintained
639	Stock Yards Bank & Trust Louisville, Kentucky	$324M	-$5.82M	8	11.56%	Reduced
640	Nomura Holdings Tokyo, Japan	$324M	-$81.1M	16	0.88%	Reduced
641	Prime Capital Investment Advisors Overland Park, Kansas	$322M	+$63.9M	15	4.86%	Increased
642	Raymond James Trust St. Petersburg, Florida	$321M	+$13.8M	12	8.49%	Increased
643	Cetera Advisors Denver, Colorado	$320M	+$10.9M	18	4.43%	Increased
644	New Mexico Educational Retirement Board Santa Fe, New Mexico	$319M	-$247K	11	12.23%	Reduced
645	Nippon Life Global Investors Americas New York	$318M	-$10.3M	4	17.7%	Reduced
646	NewEdge Wealth Pittsburgh, Pennsylvania	$318M	+$35.7M	11	8.13%	Increased
647	PCM Palestra Capital Management New York	$317M	-$58.5M	3	15.75%	Reduced
648	Bailard Foster City, California	$317M	-$237K	11	9.38%	Reduced
649	Capital International Sarl Los Angeles, California	$313M	+$31M	7	11.73%	Increased
650	Cubist Systematic Strategies Stamford, Connecticut	$313M	+$25.1M	23	2.03%	Increased