← 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
651	Huber Capital Management El Segundo, California	$68.1M	-$24.6M	2	1.98%	Reduced
652	Dana Investment Advisors Waukesha, Wisconsin	$68.1M	+$1.89M	4	3.94%	Increased
653	Sumitomo Life Insurance Tokyo, Japan	$67.9M	-$24.2K	6	6.64%	Reduced
654	Pinnacle Associates New York	$67.8M	-$763K	8	1.38%	Reduced
655	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$67.5M	$0	1	35.56%	Maintained
656	Northeast Investment Management Boston, Massachusetts	$67.5M	-$166K	6	6.78%	Reduced
657	UMB Bank Kansas City, Missouri	$67M	+$496K	5	3.27%	Increased
658	Ameritas Investment Partners Lincoln, Nebraska	$66.9M	-$1.45M	8	4.79%	Reduced
659	Ingalls & Snyder LLC New York	$66.6M	+$3.81M	6	3.58%	Increased
660	Menora Mivtachim Holdings Ramat Gan, Israel	$66.4M	+$12.4M	1	4.57%	Increased
661	Scotia Capital Toronto, Ontario, Canada	$66.3M	-$7.11M	7	1.42%	Reduced
662	First National Bank of Omaha Omaha, Nebraska	$66.2M	-$2.03M	6	4.82%	Reduced
663	Rathbones Group Liverpool, United Kingdom	$66M	+$1.39M	6	4.58%	Increased
664	AC Amici Capital New York	$65.9M	+$3.23M	2	2.19%	Increased
665	Summitry LLC Foster City, California	$65.8M	+$980K	3	8.16%	Increased
666	Advisors Asset Management Monument, Colorado	$65.7M	+$3.64M	9	0.91%	Increased
667	CP Coho Partners Berwyn, Pennsylvania	$65.6M	+$2.68M	2	4.19%	Increased
668	HS Huntington Steele Oaks, Pennsylvania	$65.5M	+$278K	3	27.68%	Increased
669	GCM GoodHaven Capital Management Millburn, New Jersey	$65.5M	-$6.09M	2	13.37%	Reduced
670	FI Fosun International Hong Kong, China	$64.9M	+$65.6M	1	9.55%	New
671	RWC Asset Management London, United Kingdom	$64.4M	+$6.37M	4	6.29%	Increased
672	ZAM Zenit Asset Management Stockholm, Sweden	$64M	-$65.3M	4	10.86%	Reduced
673	EverPoint Asset Management Stamford, Connecticut	$64M	-$10.8M	3	1.46%	Reduced
674	R.M. Davis Inc Portland, Maine	$63.9M	-$497K	5	3.67%	Reduced
675	Ally Financial Detroit, Michigan	$63.6M	+$1.36M	5	8.74%	Increased