← 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
751	SCM Stevens Capital Management Radnor, Pennsylvania	$73.2M	-$4.93M	6	2.98%	Reduced
752	Greenwoods Asset Management Grand Cayman, Cayman Islands	$72.9M	+$6.55M	2	8.69%	Increased
753	Mogy Joel R Investment Counsel Beverly Hills, California	$72.5M	+$601K	6	13.16%	Increased
754	Darrell & King Charlottesville, Virginia	$72.5M	-$3.51M	4	11.71%	Reduced
755	TT International London, United Kingdom	$72.2M	-$8.65M	3	22.29%	Reduced
756	Junto Capital Management New York	$71.5M	+$14.1M	2	7.81%	Increased
757	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$71.4M	+$83.3K	4	14.83%	Increased
758	FCI Financial Counselors Inc Overland Park, Kansas	$71.2M	+$70.3M	9	3.79%	New
759	PC Passport Capital San Francisco, California	$70.6M	-$160M	4	1.19%	Reduced
760	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$70.3M	+$1.66M	6	7.01%	Increased
761	Salem Investment Counselors Winston Salem, North Carolina	$70.3M	+$13.2M	10	8.06%	Increased
762	PEAK6 Group Chicago, Illinois	$70.2M	+$29.9M	12	0.5%	Increased
763	Natixis Investment Managers International Paris, France	$70.1M	+$16M	8	6.61%	Increased
764	TM Tiger Management New York	$70.1M	+$13.7M	3	12.7%	Increased
765	Highland Capital Management (Tennessee) Memphis, Tennessee	$69.9M	-$2.7M	6	5.89%	Reduced
766	Busey Bank Urbana, Illinois	$69.8M	-$949K	7	8.82%	Reduced
767	PRCM Pine River Capital Management Minnetonka, Minnesota	$69.5M	-$16.6M	5	2.53%	Reduced
768	ESG Emerging Sovereign Group New York	$69.3M	-$100M	1	9.58%	Reduced
769	MFWM Motley Fool Wealth Management Alexandria, Virginia	$69M	+$15M	4	7.36%	Increased
770	OMERS Administration Corp Toronto, Ontario, Canada	$67.9M	-$59.9M	3	1.26%	Reduced
771	Veritable Wilmington, Delaware	$67.9M	+$704K	9	1.66%	Increased
772	Maryland Capital Management Towson, Maryland	$67.8M	-$3.59M	6	10.47%	Reduced
773	Granite Investment Partners El Segundo, California	$67.7M	-$448K	6	4.99%	Reduced
774	Klingenstein Fields & Co New York	$67.7M	+$2.23M	6	2.96%	Increased
775	Alta Capital Management Salt Lake City, Utah	$67.6M	-$12.7M	5	4.85%	Reduced