← 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	GMT Capital Atlanta, Georgia	$204M	+$24.2M	5	14.97%	Increased
727	Osterweis Capital Management San Francisco, California	$204M	+$30.6M	6	11.1%	Increased
728	James Hambro & Partners London, United Kingdom	$202M	+$3.73M	5	18.65%	Increased
729	Lido Advisors Los Angeles, California	$202M	+$7.59M	13	3.48%	Increased
730	Fullerton Fund Management Singapore	$201M	-$28.9M	6	15.44%	Reduced
731	Carnegie Investment Counsel Pepper Pike, Ohio	$200M	+$2.21M	8	8.4%	Increased
732	Southpoint Capital Advisors New York	$200M	+$40.4M	2	3.21%	Increased
733	Covington Capital Management Los Angeles, California	$200M	-$4.22M	17	8.58%	Reduced
734	Livforsakringsbolaget Skandia Stockholm, Sweden	$199M	+$21.9M	15	13.88%	Increased
735	Stratos Wealth Partners Beachwood, Ohio	$199M	-$15.5M	14	5.5%	Reduced
736	Letko, Brosseau & Associates Montreal, Quebec, Canada	$198M	-$39.2M	3	2.7%	Reduced
737	Connectus Wealth Cincinnati, Ohio	$197M	+$184M	3	23.57%	New
738	Hantz Financial Services Southfield, Michigan	$196M	+$24.3M	10	8.13%	Increased
739	IACCGIA IDG-Accel China Capital GP II Associates Hong Kong	$195M	-$1.75M	1	94.56%	Reduced
740	CF Cypress Funds Los Angeles, California	$194M	$0	2	18.42%	Maintained
741	Sound Shore Management Greenwich, Connecticut	$194M	-$13.2M	2	5.68%	Reduced
742	NEA Management Company Timonium, Maryland	$194M	$0	1	4.36%	Maintained
743	MassMutual Private Wealth & Trust Windsor, Connecticut	$194M	+$9.07M	15	9.12%	Increased
744	Greenwoods Asset Management (HK) Hong Kong	$193M	+$192M	4	8.15%	New
745	Walleye Trading New York	$192M	+$932K	21	0.85%	Increased
746	Leonteq Securities AG Zurich, Switzerland	$192M	-$34.7M	22	11.42%	Reduced
747	Gamble Jones Investment Counsel Pasadena, California	$191M	-$2.16M	8	12.89%	Reduced
748	Alyeska Investment Group Chicago, Illinois	$191M	-$113M	9	2.47%	Reduced
749	TFP Triple Frond Partners San Francisco, California	$191M	+$33.3M	3	23.72%	Increased
750	Evergreen Capital Management Bellevue, Washington	$191M	+$16.6M	10	9.81%	Increased