← 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
701	WMS Partners Towson, Maryland	$59.1M	-$237K	6	9.24%	Reduced
702	ACM Andor Capital Management Rye Brook, New York	$58.8M	-$90.5M	1	2.74%	Reduced
703	Hermes Investment Management London Uk, United Kingdom	$58.2M	+$10.3M	4	1.5%	Increased
704	Bridgewater Associates Westport, Connecticut	$58M	-$53.3M	7	0.45%	Reduced
705	Alleghany Corporation New York	$57.6M	+$202K	4	2.16%	Increased
706	FCI Financial Counselors Inc Overland Park, Kansas	$57.5M	+$1.19M	6	4.03%	Increased
707	Nippon Life Insurance Tokyo, Japan	$57.3M	+$1.13M	7	1.45%	Increased
708	Mizuho Securities USA New York	$56.9M	+$55.8M	5	6.67%	Increased
709	Braun Stacey Associates New York	$56.7M	-$11M	3	3.5%	Reduced
710	PRCM Pine River Capital Management Minnetonka, Minnesota	$56.7M	+$19.5M	7	0.66%	Increased
711	Alyeska Investment Group Chicago, Illinois	$56.6M	+$53.5M	2	1.16%	Increased
712	PineBridge Investments New York	$56.5M	+$1.09M	8	2.31%	Increased
713	PIMC Praesidium Investment Management Company New York	$56.5M	+$1.47M	1	5.15%	Increased
714	SFM Systematic Financial Management Teaneck, New Jersey	$56.2M	+$52.1M	2	0.41%	Increased
715	Westwood Holdings Group Dallas, Texas	$56M	+$823K	2	0.44%	Increased
716	Farr Miller & Washington Washington, District of Columbia	$55.9M	+$483K	4	7.27%	Increased
717	Avenir Corporation Alexandria, Virginia	$55.6M	+$279K	1	4.64%	Increased
718	SWITC Stewart West Indies Trading Company Boulder, Colorado	$55.6M	$0	2	5.56%	Maintained
719	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$55.4M	+$4.48M	3	6.76%	Increased
720	Mogy Joel R Investment Counsel Beverly Hills, California	$55.1M	-$1.28M	5	11.11%	Reduced
721	IHL Investment House LLC Redondo Beach, California	$54.6M	+$1.33M	5	9.08%	Increased
722	Churchill Management Los Angeles, California	$54.5M	-$849K	3	2.24%	Reduced
723	Howland Capital Management Boston, Massachusetts	$54.3M	-$979K	5	5.58%	Reduced
724	Alta Capital Management Salt Lake City, Utah	$54.1M	-$38.1K	3	5.01%	Reduced
725	FIG Fortress Investment Group New York	$53.6M	+$17.8M	3	0.64%	Increased