← 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	Cooperman Leon G	$194M	-$32.6M	2	13.33%	Reduced
702	Capital International Los Angeles, California	$193M	-$12M	4	14.53%	Reduced
703	Washington Trust Westerly, Rhode Island	$191M	-$613K	14	8.98%	Reduced
704	Vantage Investment Partners Kansas City, Missouri	$191M	-$83.8M	4	15.24%	Reduced
705	Lannebo Fonder Stockholm, Sweden	$190M	-$14.4M	6	34.65%	Reduced
706	DFO Duquesne Family Office New York	$190M	-$275M	1	13.77%	Reduced
707	Woodline Partners San Francisco, California	$189M	+$94.3M	13	2.92%	Increased
708	Curi RMB Capital Chicago, Illinois	$189M	+$39.4M	9	6.49%	Increased
709	Chesley Taft & Associates Chicago, Illinois	$188M	-$3.35M	6	12.82%	Reduced
710	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$188M	-$6.32M	3	20.83%	Reduced
711	AMI Asset Management Los Angeles, California	$188M	-$9.7M	3	11.91%	Reduced
712	Maryland Capital Management Towson, Maryland	$188M	-$7.04M	6	14.75%	Reduced
713	FI Focused Investors Los Angeles, California	$186M	-$244K	1	6.4%	Reduced
714	Private Wealth Partners Mill Valley, California	$186M	-$7.51M	5	21.63%	Reduced
715	TA Trivest Advisors Hong Kong	$185M	+$91.3M	5	40.15%	Increased
716	KCM Investment Advisors Greenbrae, California	$185M	-$2.09M	6	8.09%	Reduced
717	Prudential plc London, England, United Kingdom	$184M	-$5.76M	16	3.33%	Reduced
718	Twin Tree Management Dallas, Texas	$184M	+$83.2M	11	0.29%	Increased
719	Wedge Capital Management Charlotte, North Carolina	$184M	+$40.9M	10	2.92%	Increased
720	Veritable Wilmington, Delaware	$184M	+$7.75M	13	3.31%	Increased
721	Cetera Advisors Denver, Colorado	$183M	+$20M	15	4.17%	Increased
722	Livforsakringsbolaget Skandia Stockholm, Sweden	$183M	-$18.3M	14	15.96%	Reduced
723	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$183M	+$119M	6	19.61%	Increased
724	Vestcor Inc Fredericton, New Brunswick, Canada	$183M	+$37.7M	16	6.82%	Increased
725	GW&K Investment Management Boston, Massachusetts	$183M	+$927K	12	1.97%	Increased