← 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	NSRI New Silk Road Investment Singapore	$82.8M	+$90.8M	1	75.9%	New
702	Chesley Taft & Associates Chicago, Illinois	$82.5M	-$68.2K	6	8.16%	Reduced
703	MVP Miller Value Partners Sarasota, Florida	$82.3M	+$75.2M	1	3.61%	Increased
704	DAC Dividend Assets Capital Ridgeland, South Carolina	$82.3M	+$3.58M	4	2.89%	Increased
705	Hikari Power Tokyo, Japan	$82.3M	-$29.5M	2	11.69%	Reduced
706	Quantitative Investment Management Charlottesville, Virginia	$82.1M	+$32.7M	8	2.07%	Increased
707	Formuepleje A/S Aarhus C, Denmark	$82.1M	-$4.12M	4	10.78%	Reduced
708	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$82M	+$11.3M	7	13.71%	Increased
709	Carson Wealth (CWM LLC) Omaha, Nebraska	$81.9M	+$25.2M	12	5.02%	Increased
710	CAM Centre Asset Management New York	$81.8M	-$13.7M	5	15.81%	Reduced
711	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$81.6M	+$96.9M	8	2.07%	Increased
712	SCM Suffolk Capital Management New York	$81.6M	-$16.2M	5	11.16%	Reduced
713	Cullen Capital Management New York	$81.4M	-$16.7M	3	2.81%	Reduced
714	Jefferies Group New York	$81.3M	+$22.2M	13	0.46%	Increased
715	Cortland Associates St Louis, Missouri	$81.2M	-$652K	5	16.5%	Reduced
716	Park National Corp Newark, Ohio	$81.2M	-$335K	7	4.94%	Reduced
717	KM Kylin Management New York	$81M	+$88.9M	1	19.81%	New
718	IHL Investment House LLC Redondo Beach, California	$81M	+$625K	7	12.33%	Increased
719	Oak Ridge Investments Chicago, Illinois	$80.6M	-$18.2M	4	2.61%	Reduced
720	Bridgewater Associates Westport, Connecticut	$80.6M	+$10M	5	0.77%	Increased
721	Avenir Corporation Alexandria, Virginia	$80.6M	+$4.22M	2	7.03%	Increased
722	Myriad Asset Management North Point, Hong Kong	$80.5M	-$93.3M	1	5.58%	Reduced
723	Ingalls & Snyder LLC New York	$80.5M	+$1.51M	8	4.38%	Increased
724	Torray Investment Partners Bethesda, Maryland	$80.4M	-$7.64M	6	8.56%	Reduced
725	Dana Investment Advisors Waukesha, Wisconsin	$80.2M	-$2.26M	6	3.78%	Reduced