← 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	Banque Cantonale Vaudoise Lausanne, Switzerland	$253M	-$905K	25	9.88%	Reduced
727	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$252M	-$14.5M	7	7.45%	Reduced
728	DCM Dupont Capital Management Wilmington, Delaware	$251M	-$109M	13	8.95%	Reduced
729	Evergreen Capital Management Bellevue, Washington	$251M	+$3.08M	10	10.05%	Increased
730	FI Focused Investors Los Angeles, California	$251M	+$973K	1	7.67%	Increased
731	Eastern Bank Boston, Massachusetts	$250M	+$8.06M	8	10.92%	Increased
732	Senator Investment Group New York	$250M	-$17.1M	1	4.83%	Reduced
733	Stratos Wealth Partners Beachwood, Ohio	$250M	+$3.92M	13	5.53%	Increased
734	Himalaya Capital Management Seattle, Washington	$249M	$0	1	9.33%	Maintained
735	CGL Clarius Group LLC Seattle, Washington	$248M	-$358K	10	19.62%	Reduced
736	Greenleaf Trust Kalamazoo, Michigan	$247M	+$7.66M	12	2.89%	Increased
737	NEA Management Company Timonium, Maryland	$247M	+$166M	1	4.99%	Increased
738	BFM Blacksheep Fund Management Co. Dublin, Ireland	$245M	$0	2	33.64%	Maintained
739	Sit Investment Associates Minneapolis, Minnesota	$244M	+$5.83M	7	5.74%	Increased
740	Lakewood Capital Management New York	$243M	-$31.3M	3	10.3%	Reduced
741	Bowen Hanes & Co Ponte Vedra Beach, Florida	$242M	-$1.59M	8	6.81%	Reduced
742	Oslo Pensjonsforsikring Oslo,	$239M	-$1.85M	4	28.96%	Reduced
743	TCTC Holdings Dallas, Texas	$239M	-$2.83M	9	10.21%	Reduced
744	Central Trust Company Jefferson City, Missouri	$239M	+$1.73M	18	6.73%	Increased
745	Credit Agricole Montrouge Cedex, France	$239M	+$17.5M	18	3.8%	Increased
746	Letko, Brosseau & Associates Montreal, Quebec, Canada	$238M	+$21.9M	7	3.41%	Increased
747	Tidal Investments Milwaukee, Wisconsin	$238M	+$57.3M	19	7.29%	Increased
748	SM SG3 Management Dorado, Puerto Rico	$238M	+$194M	9	4.84%	Increased
749	CF Cypress Funds Los Angeles, California	$238M	$0	2	19.49%	Maintained
750	Natixis Investment Managers International Paris, France	$238M	-$22.6M	6	13.16%	Reduced