← 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	Locust Wood Capital Advisers New York	$336M	+$8.54M	3	12.03%	Increased
677	Freestone Capital Holdings Seattle, Washington	$335M	+$5.46M	11	11.96%	Increased
678	PCM Palestra Capital Management New York	$334M	-$60M	3	13.19%	Reduced
679	Clearstead Advisors Cleveland, Ohio	$331M	+$169M	22	5.65%	Increased
680	Davidson Kempner Capital Management New York	$331M	+$191M	5	5.31%	Increased
681	Advisory Services Network Atlanta, Georgia	$330M	+$671K	17	6.82%	Increased
682	Modera Wealth Management Westwood, New Jersey	$330M	-$6.12M	6	4.86%	Reduced
683	Vinva Investment Management Sydney, Australia	$330M	+$29.5M	12	16.51%	Increased
684	Norinchukin Bank Tokyo, Japan	$326M	+$3.82M	9	9.32%	Increased
685	Crawford Investment Counsel Atlanta, Georgia	$326M	-$3.16M	7	6.21%	Reduced
686	Virtu Financial New York	$325M	+$85.9M	10	22.68%	Increased
687	Alpha Cubed Investments Irvine, California	$320M	+$2.69M	8	15.23%	Increased
688	Meritage Group San Francisco, California	$319M	+$2.54M	3	8.12%	Increased
689	Andra AP-fonden Goteborg, Sweden	$319M	-$83.5M	11	5.36%	Reduced
690	Old National Bancorp Evansville, Indiana	$319M	-$5.26M	7	7.51%	Reduced
691	TCTC Holdings Dallas, Texas	$318M	-$1.8M	8	10.93%	Reduced
692	B. Riley Wealth Advisors Boca Raton, Florida	$316M	-$23.9M	15	8.05%	Reduced
693	Ruffer LLP London, United Kingdom	$315M	-$15.1M	2	13.54%	Reduced
694	Chilton Capital Management Houston, Texas	$314M	+$6.04M	9	14.06%	Increased
695	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$314M	+$35.7M	14	5.92%	Increased
696	Private Wealth Partners Mill Valley, California	$314M	-$8.77M	7	23.29%	Reduced
697	Choreo LLC Rockford, Illinois	$314M	+$172M	18	5.27%	Increased
698	HB Wealth Management Atlanta, Georgia	$314M	+$35.9M	13	3.66%	Increased
699	Choate Investment Advisors Boston, Massachusetts	$314M	-$2.78M	6	8.23%	Reduced
700	Dakota Wealth Management Palm Beach Gardens, Florida	$313M	-$642K	9	7.35%	Reduced