← 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
726	Alta Capital Management Salt Lake City, Utah	$72.2M	+$11.7M	5	4.45%	Increased
727	Jupiter Asset Management London, United Kingdom	$72.1M	-$16.8M	3	2.74%	Reduced
728	SG Swarthmore Group Philadelphia, Pennsylvania	$71.5M	+$6.73M	4	10.92%	Increased
729	Farr Miller & Washington Washington, District of Columbia	$71.5M	-$882K	6	8.26%	Reduced
730	PEAK6 Group Chicago, Illinois	$71.5M	+$22.3M	9	0.58%	Increased
731	IHL Investment House LLC Redondo Beach, California	$71.4M	-$973K	7	11.36%	Reduced
732	Maryland Capital Management Towson, Maryland	$71M	+$16.7M	6	10.21%	Increased
733	Kayne Anderson Rudnick Investment Management Los Angeles, California	$70.1M	+$6.67M	6	1.14%	Increased
734	Pinnacle Associates New York	$70M	-$437K	10	1.5%	Reduced
735	HBK Investments Dallas, Texas	$69.4M	-$29M	7	0.67%	Reduced
736	Tokio Marine Asset Management Tokyo, Japan	$69.2M	+$10.3M	11	6.98%	Increased
737	T TOBAM Paris, France	$69M	+$4.24M	3	2.72%	Increased
738	Locust Wood Capital Advisers New York	$69M	+$38M	3	7.33%	Increased
739	Cubist Systematic Strategies Stamford, Connecticut	$68.5M	+$45.8M	13	3.91%	Increased
740	SCGE Management Menlo Park, California	$68.3M	+$10.5M	2	11.41%	Increased
741	WMS Partners Towson, Maryland	$68.1M	-$554K	6	9.47%	Reduced
742	Highland Capital Management (Tennessee) Memphis, Tennessee	$67.8M	-$4.96M	6	5.8%	Reduced
743	RWWM Inc Rocklin, California	$67.6M	+$468K	2	28.4%	Increased
744	Trillium Asset Management Boston, Massachusetts	$67.5M	+$1.95M	5	4.49%	Increased
745	Avity Investment Management Greenwich, Connecticut	$66.9M	-$272K	6	10.74%	Reduced
746	Martin Currie Edinburgh, United Kingdom	$66.5M	+$9.8M	5	6.34%	Increased
747	Academy Capital Management Waco, Texas	$66.2M	-$1.8M	5	16.03%	Reduced
748	Mogy Joel R Investment Counsel Beverly Hills, California	$66.2M	-$154K	6	12.27%	Reduced
749	Cortland Associates St Louis, Missouri	$66.1M	+$1.89M	5	13.81%	Increased
750	GCM Glynn Capital Management Menlo Park, California	$66M	-$628K	4	21.48%	Reduced