← 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	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$223M	-$13.6M	1	2.48%	Reduced
677	Stephens Inc Little Rock, Arkansas	$223M	+$3.46M	14	4%	Increased
678	Blackstone Inc New York	$223M	+$18.7M	1	0.78%	Increased
679	Nan Shan Life Insurance Taipei City, Taiwan	$223M	-$52.2M	4	4.6%	Reduced
680	WhitTier Trust Company Reno, Nevada	$222M	+$628K	14	11.12%	Increased
681	Meitav Investment House Bene-Beraq, Israel	$222M	+$45.2M	23	8.68%	Increased
682	Cannell & Spears New York	$221M	-$4.96M	7	18.49%	Reduced
683	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$221M	+$33.9M	6	13.03%	Increased
684	Leonteq Securities AG Zurich, Switzerland	$221M	+$222M	19	11.82%	New
685	Badgley, Phelps & Bell Seattle, Washington	$220M	-$1.95M	7	9.53%	Reduced
686	Crawford Investment Counsel Atlanta, Georgia	$218M	-$3.31M	6	5.39%	Reduced
687	Alphinity Investment Management Sydney, Australia	$218M	+$13.7M	3	18.29%	Increased
688	Hudson Bay Capital Management Stamford, Connecticut	$218M	+$157M	6	2.35%	Increased
689	F.L. Putnam Investment Management Lynnfield, Massachusetts	$217M	+$4.8M	8	10.2%	Increased
690	IACCGIA IDG-Accel China Capital GP II Associates Hong Kong	$217M	+$185M	1	92.99%	New
691	GPCM Greenbrier Partners Capital Management Dallas, Texas	$216M	$0	4	22.87%	Maintained
692	Argent Capital Management St Louis, Missouri	$216M	-$9.8M	6	7.69%	Reduced
693	Letko, Brosseau & Associates Montreal, Quebec, Canada	$216M	-$34.3M	6	2.96%	Reduced
694	Banque Cantonale Vaudoise Lausanne, Switzerland	$215M	+$1.61M	20	11.91%	Increased
695	FA FDx Advisors Chicago, Illinois	$215M	-$3.31M	12	8.86%	Reduced
696	Jericho Capital Asset Management New York	$213M	-$24.7M	3	5.02%	Reduced
697	Castleark Management Chicago, Illinois	$213M	-$17.5M	5	7.98%	Reduced
698	Capital International Los Angeles, California	$213M	+$1.18M	4	12.45%	Increased
699	KG Funds Management New York	$213M	+$115M	4	25.53%	Increased
700	NEA Management Company Timonium, Maryland	$212M	$0	1	5.6%	Maintained