← 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	Chilton Investment Company Stamford, Connecticut	$246M	-$28.8M	4	6.77%	Reduced
652	Cannell & Spears New York	$246M	+$4.44M	8	19%	Increased
653	Peregrine Capital Management Minneapolis, Minnesota	$245M	-$9.7M	3	4.53%	Reduced
654	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$244M	-$41.1M	1	23.72%	Reduced
655	Stephens Inc Little Rock, Arkansas	$244M	+$7.32M	12	4.01%	Increased
656	Bailard Foster City, California	$243M	+$67.8M	9	9%	Increased
657	RP Regal Partners Sydney, NSW, Australia	$243M	$0	1	21.48%	Maintained
658	Junto Capital Management New York	$242M	+$78.2M	3	8.72%	Increased
659	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$242M	+$9.48M	5	13.99%	Increased
660	Caxton Associates (New York) New York	$242M	+$220M	7	21.94%	Increased
661	TP Thunderbird Partners London, United Kingdom	$240M	-$29.6M	2	20.24%	Reduced
662	SCM Suvretta Capital Management New York	$239M	-$75.1M	1	3.54%	Reduced
663	Meyer Handelman Company Rye Brook, New York	$239M	+$2.22M	7	9.92%	Increased
664	Credit Agricole Montrouge Cedex, France	$239M	+$20.6M	17	6.09%	Increased
665	ACM Argent Capital Management St Louis, Missouri	$239M	-$4.89M	6	7.93%	Reduced
666	TI Truxt Investmentos Rio De Janeiro, Brazil	$238M	+$235M	3	16.57%	New
667	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$238M	+$12.8M	22	12.09%	Increased
668	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$236M	-$50.3M	8	18.97%	Reduced
669	Mondrian Investment Partners London, United Kingdom	$235M	+$28.9M	3	5.02%	Increased
670	Avalon Investment & Advisory Houston, Texas	$233M	-$36.9M	8	5.34%	Reduced
671	Crawford Investment Counsel Atlanta, Georgia	$233M	+$1.39M	6	5.25%	Increased
672	GPCM Greenbrier Partners Capital Management Dallas, Texas	$233M	+$5.19M	4	23.78%	Increased
673	PWP Private Wealth Partners Mill Valley, California	$232M	-$4.18M	6	24.61%	Reduced
674	Cooperman Leon G	$232M	+$16.1M	4	14.47%	Increased
675	CT Cambridge Trust Cambridge, Massachusetts	$232M	-$19.1M	6	9.46%	Reduced