← 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	MassMutual Private Wealth & Trust Windsor, Connecticut	$252M	+$2.52M	19	9.52%	Increased
702	Capstone Investment Advisors New York	$252M	+$106M	16	0.69%	Increased
703	Carnegie Investment Counsel Pepper Pike, Ohio	$252M	-$3.18M	7	9.17%	Reduced
704	Private Wealth Partners Mill Valley, California	$251M	-$1.6M	5	22.49%	Reduced
705	Global Endowment Management Charlotte, North Carolina	$250M	+$112M	3	17.82%	Increased
706	Causeway Capital Management Los Angeles, California	$250M	-$37.3M	3	5.97%	Reduced
707	Osterweis Capital Management San Francisco, California	$249M	-$3.63M	4	13.7%	Reduced
708	Vanguard Personalized Indexing Management Oakland, California	$249M	+$60.7M	18	12.04%	Increased
709	CGL Clarius Group LLC Seattle, Washington	$248M	$0	10	19.62%	Maintained
710	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$248M	-$29.4M	12	5.47%	Reduced
711	Prudential plc London, England, United Kingdom	$247M	+$76.2M	17	3.57%	Increased
712	MFWM Motley Fool Wealth Management Alexandria, Virginia	$247M	-$25.3M	4	11.78%	Reduced
713	Leonteq Securities AG Zurich, Switzerland	$247M	-$62.7M	24	8.8%	Reduced
714	Mondrian Investment Partners London, United Kingdom	$246M	-$70.4M	3	5.05%	Reduced
715	Raymond James Trust St. Petersburg, Florida	$246M	+$2.63M	13	7.56%	Increased
716	TP Thunderbird Partners London, United Kingdom	$245M	+$66.2M	3	34.8%	Increased
717	Covington Capital Management Los Angeles, California	$245M	+$22.5M	17	8.78%	Increased
718	Tidal Investments Milwaukee, Wisconsin	$245M	+$24.1M	20	7.29%	Increased
719	Cubist Systematic Strategies Stamford, Connecticut	$243M	-$26.8M	29	2.05%	Reduced
720	Locust Wood Capital Advisers New York	$243M	+$34.4M	3	13.31%	Increased
721	LLL Lynrock Lake LP Rye Brook, New York	$242M	+$1.78M	3	13.61%	Increased
722	WesBanco Bank Wheeling, West Virginia	$242M	-$3.86M	13	9.18%	Reduced
723	Harvard Management Company Boston, Massachusetts	$242M	+$70.8M	1	24.45%	Increased
724	Qube Research & Technologies (QRT) London, United Kingdom	$242M	-$159M	20	2.05%	Reduced
725	KCM Investment Advisors Greenbrae, California	$241M	+$421K	7	8.83%	Increased