← 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	Stephens Inc Little Rock, Arkansas	$202M	-$1.53M	16	3.98%	Reduced
677	Jericho Capital Asset Management New York	$202M	-$3.3M	3	8.19%	Reduced
678	Samlyn Capital New York	$202M	+$48.6M	5	3.64%	Increased
679	Exencial Wealth Advisors Oklahoma City, Oklahoma	$201M	+$76.2M	9	10.67%	Increased
680	KIP Kayak Investment Partners San Francisco, California	$201M	+$95.8M	3	27.46%	Increased
681	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$201M	+$65.4M	4	27.6%	Increased
682	CCM Candlestick Capital Management Greenwich, Connecticut	$200M	+$11.9M	3	6.51%	Increased
683	Glenview Capital Management New York	$199M	-$21M	3	6.26%	Reduced
684	Trillium Asset Management Boston, Massachusetts	$199M	-$12.6M	6	8.4%	Reduced
685	ACM Argent Capital Management St Louis, Missouri	$199M	-$4.96M	6	7.61%	Reduced
686	OP Oslo Pensjonsforsikring Oslo,	$199M	-$99.3K	4	31.11%	Reduced
687	SSM Sound Shore Management Greenwich, Connecticut	$199M	-$27.8M	2	6.21%	Reduced
688	Harvest Fund Management Beijing, China	$199M	-$22.8M	13	16.44%	Reduced
689	FA FDx Advisors Chicago, Illinois	$198M	-$5.17M	12	9.27%	Reduced
690	GPCM Greenbrier Partners Capital Management Dallas, Texas	$197M	$0	4	23.42%	Maintained
691	Capital International Los Angeles, California	$197M	+$17.1M	5	13.33%	Increased
692	F.L. Putnam Investment Management Lynnfield, Massachusetts	$196M	-$13.9M	8	10.76%	Reduced
693	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$196M	-$707K	5	27.19%	Reduced
694	Stratos Wealth Partners Beachwood, Ohio	$195M	+$7.05M	13	6.4%	Increased
695	CK Cohen Klingenstein New York	$194M	-$3.6M	8	10.95%	Reduced
696	Bowen Hanes & Co Ponte Vedra Beach, Florida	$193M	-$147K	7	6.96%	Reduced
697	SCM Somerset Capital Management London, United Kingdom	$192M	-$69.7M	1	25.94%	Reduced
698	Blackstone Inc New York	$192M	+$143M	4	0.74%	Increased
699	Tiedemann Advisors New York	$191M	-$1.79M	6	9.22%	Reduced
700	EC EMS Capital New York	$191M	$0	1	17.73%	Maintained