← 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	Hancock Whitney Gulfport, Mississippi	$200M	-$547K	8	8.04%	Reduced
702	MAM Melqart Asset Management London, United Kingdom	$200M	+$82.5M	3	14.72%	Increased
703	PWP Private Wealth Partners Mill Valley, California	$199M	+$2.94M	6	19.87%	Increased
704	Old National Bancorp Evansville, Indiana	$199M	+$5.03M	8	6.08%	Increased
705	GW&K Investment Management Boston, Massachusetts	$198M	+$10.2M	8	1.92%	Increased
706	Tokio Marine Asset Management Tokyo, Japan	$198M	+$8.84M	14	13.8%	Increased
707	PGGM Investments Zeist, Netherlands	$198M	+$4.44M	8	3.32%	Increased
708	AAM AMI Asset Management Los Angeles, California	$196M	-$1.3M	3	12.53%	Reduced
709	Tidal Investments Milwaukee, Wisconsin	$195M	+$14.9M	20	6.43%	Increased
710	YL YCG LLC Austin, Texas	$195M	-$213K	4	19.07%	Reduced
711	Martingale Asset Management Boston, Massachusetts	$195M	-$26.3M	10	3.76%	Reduced
712	Eastern Bank Boston, Massachusetts	$194M	+$16M	6	9.77%	Increased
713	WesBanco Bank Wheeling, West Virginia	$194M	+$389K	8	8.42%	Increased
714	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$194M	+$19.1M	10	8.08%	Increased
715	CIPU Caledonia Investments plc (UK) London England, United Kingdom	$193M	+$3.83M	3	28.38%	Increased
716	Freestone Capital Holdings Seattle, Washington	$193M	-$5.71M	11	8.55%	Reduced
717	ACR Alpine Capital Research St. Louis, Missouri	$193M	+$6.06M	1	7.85%	Increased
718	AC Avenir Corporation Alexandria, Virginia	$192M	+$1.16M	3	18.16%	Increased
719	Guinness Asset Management London, United Kingdom	$192M	+$12M	4	4.87%	Increased
720	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$192M	-$46.8M	1	5.03%	Reduced
721	KIA KCM Investment Advisors Greenbrae, California	$191M	-$84.2K	6	7.75%	Reduced
722	ZWJ Investment Counsel Atlanta, Georgia	$191M	+$4.04M	8	10.56%	Increased
723	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$191M	+$3.75M	24	9.35%	Increased
724	GPCM Greenbrier Partners Capital Management Dallas, Texas	$190M	$0	4	23.41%	Maintained
725	GC Gobi Capital San Francisco, California	$190M	+$10.8M	1	13.57%	Increased