← 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	NSRI New Silk Road Investment Singapore	$123M	-$816K	1	46.24%	Reduced
727	Peregrine Capital Management Minneapolis, Minnesota	$123M	+$18.5M	4	3.08%	Increased
728	Montrusco Bolton Investments Montreal, Quebec, Canada	$122M	+$10.2M	3	7.82%	Increased
729	Colony Group Boston, Massachusetts	$122M	+$372K	8	5.11%	Increased
730	Cambiar Investors Denver, Colorado	$122M	-$30M	3	2.9%	Reduced
731	Citizens Financial Group Providence, Rhode Island	$122M	+$6.61M	12	8.97%	Increased
732	Renaissance Group Covington, Kentucky	$122M	-$26.1M	6	4.85%	Reduced
733	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$120M	+$3.93M	5	5.14%	Increased
734	ACR Alpine Capital Research St. Louis, Missouri	$120M	-$12.8M	1	6.19%	Reduced
735	GTP Global Thematic Partners New York	$120M	-$7.46M	2	5.59%	Reduced
736	Lannebo Fonder Stockholm, Sweden	$120M	+$1.97M	6	38.36%	Increased
737	Picton Mahoney Asset Management Toronto, Ontario, Canada	$120M	-$18M	3	9.05%	Reduced
738	CC Cederberg Capital London, United Kingdom	$119M	+$13.5M	1	37.91%	Increased
739	Wealthfront Advisers Palo Alto, California	$119M	-$1.64M	9	1.1%	Reduced
740	FTCM Fir Tree Capital Management New York	$118M	-$4.52M	1	10.08%	Reduced
741	Private Wealth Partners Mill Valley, California	$118M	-$117K	6	19.34%	Reduced
742	Kentucky Retirement Systems Frankfort, Kentucky	$117M	-$67.6K	10	11.35%	Reduced
743	FQ First Quadrant Glendale, California	$117M	-$5.21M	9	8.97%	Reduced
744	CS McKee Pittsburgh, Pennsylvania	$117M	-$1.9M	4	10.26%	Reduced
745	CF Cypress Funds Los Angeles, California	$117M	+$24.4M	3	18.56%	Increased
746	Osterweis Capital Management San Francisco, California	$117M	+$3.71M	5	7.31%	Increased
747	Klingenstein Fields & Co New York	$117M	-$20.9M	6	6.27%	Reduced
748	Disciplined Growth Investors Minneapolis, Minnesota	$117M	-$1.04M	1	2.05%	Reduced
749	Madison Investment Holdings Madison, Wisconsin	$116M	+$5.68M	5	2.14%	Increased
750	Covington Capital Management Los Angeles, California	$116M	+$669K	12	7.18%	Increased