← 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
676	Palladium Partners Norfolk, Virginia	$63.4M	-$5.96M	4	5.68%	Reduced
677	SKBA Capital Management San Francisco, California	$63.4M	+$27.6M	3	5.26%	Increased
678	Balyasny Asset Management Chicago, Illinois	$63.2M	-$31.5M	8	0.49%	Reduced
679	BAMCO Inc New York	$63.1M	+$21.6M	5	0.26%	Increased
680	WI Wafra Inc New York	$62.6M	+$6.54M	3	7.27%	Increased
681	Confluence Investment Management St. Louis, Missouri	$62.6M	+$1.18M	2	2.79%	Increased
682	Liberty Mutual Group Asset Management Boston, Massachusetts	$62.5M	+$2.22M	9	2.03%	Increased
683	Clough Capital Partners Boston, Massachusetts	$62.2M	-$13.5M	2	2.33%	Reduced
684	Horan Capital Management Hunt Valley, Maryland	$62.1M	+$1.61M	5	20.97%	Increased
685	JCP Jabre Capital Partners Geneva, Switzerland	$62.1M	+$25.6M	2	5.36%	Increased
686	Academy Capital Management Waco, Texas	$61.7M	-$8.17M	4	13.35%	Reduced
687	CIBC World Market Toronto, Ontario, Canada	$61.6M	+$6.88M	6	0.22%	Increased
688	Avity Investment Management Greenwich, Connecticut	$61.5M	+$6.06M	4	10.46%	Increased
689	Ferguson Wellman Capital Management Portland, Oregon	$61.4M	-$54.3K	6	2.61%	Reduced
690	SCM Suffolk Capital Management New York	$61.2M	-$7.48M	4	7.62%	Reduced
691	St. James Investment Company Southlake, Texas	$61.2M	-$1.33M	1	7.05%	Reduced
692	Hikari Tsushin Inc Tokyo, Japan	$61M	-$42.4M	3	11.36%	Reduced
693	Calvert Investment Management Bethesda, Maryland	$60.8M	+$26.3M	7	4.51%	Increased
694	KBC Group Brussels, Belgium	$60.7M	-$502M	10	2.12%	Reduced
695	Inverness Counsel New York	$60.6M	-$4.45M	3	4.86%	Reduced
696	JCM Jag Capital Management St Louis, Missouri	$60.6M	+$3M	5	12.15%	Increased
697	IG Ithaka Group Arlington, Virginia	$59.9M	+$7.1M	3	8.98%	Increased
698	PDT Partners New York	$59.7M	+$38.4M	7	1.51%	Increased
699	Estabrook Capital Management New York	$59.4M	-$1.29M	5	6.36%	Reduced
700	RIG Roosevelt Investment Group New York	$59.1M	-$13.1M	3	3.15%	Reduced