← 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	OC Oakmont Corp Los Angeles, California	$214M	-$502K	4	28.71%	Reduced
677	KCM Kensico Capital Management Greenwich, Connecticut	$214M	+$67.6M	2	9.55%	Increased
678	DG Discerene Group Stamford, Connecticut	$214M	+$19.3M	1	27.62%	Increased
679	FA FDx Advisors Chicago, Illinois	$214M	$0	11	9.31%	Maintained
680	TCM Tybourne Capital Management Hong Kong	$214M	-$1.13M	5	21.52%	Reduced
681	LLL Lynrock Lake LP Rye Brook, New York	$213M	-$388K	2	9.91%	Reduced
682	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$213M	-$2.91M	6	18.85%	Reduced
683	New Mexico Educational Retirement Board Santa Fe, New Mexico	$212M	-$5.93M	12	10.69%	Reduced
684	Carnegie Investment Counsel Pepper Pike, Ohio	$212M	+$8.28M	9	8.44%	Increased
685	Phoenix Financial Givatayim, Israel	$211M	+$47.9M	6	4.71%	Increased
686	Group One Trading Chicago, Illinois	$210M	+$55.2M	21	0.76%	Increased
687	BG Bollard Group Boston, Massachusetts	$210M	-$949K	8	7.6%	Reduced
688	MP MFN Partners Boston, Massachusetts	$209M	$0	1	9.47%	Maintained
689	CT Cambridge Trust Cambridge, Massachusetts	$209M	+$2.93M	15	9.98%	Increased
690	ZCM Ziegler Capital Management Chicago, Illinois	$209M	+$4.42M	6	8.23%	Increased
691	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$209M	-$17.8M	5	13.52%	Reduced
692	CRCM Cat Rock Capital Management Greenwich, Connecticut	$206M	+$64.8M	2	29.01%	Increased
693	HAM Hao Advisors Management Hong Kong	$204M	$0	1	70.8%	Maintained
694	Independent Advisor Alliance Charlotte, North Carolina	$202M	-$609K	11	9.73%	Reduced
695	SRS Investment Management New York	$201M	+$149M	1	2.89%	Increased
696	Capital International Sarl Los Angeles, California	$201M	+$55.4M	7	10.14%	Increased
697	Crake Asset Management London, United Kingdom	$201M	+$51.1M	4	29.08%	Increased
698	Klingenstein Fields & Co New York	$201M	+$6.08M	6	10.05%	Increased
699	Curi RMB Capital Chicago, Illinois	$201M	+$11.3M	9	7.01%	Increased
700	Letko, Brosseau & Associates Montreal, Quebec, Canada	$201M	-$18M	4	3.75%	Reduced