← 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	Graticule Asia Macro Advisors New York	$111M	+$43.1M	7	6.98%	Increased
752	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$110M	-$8.45M	5	4.94%	Reduced
753	Lannebo Fonder Stockholm, Sweden	$110M	+$18.7M	6	37.55%	Increased
754	Seizert Capital Partners Birmingham, Michigan	$109M	$0	6	3.99%	Maintained
755	IP Interval Partners New York	$109M	+$57.8M	4	4.06%	Increased
756	NS Partners London, United Kingdom	$109M	+$5.48M	6	11.2%	Increased
757	CS Cisco Systems San Jose, California	$109M	-$163M	1	100%	Reduced
758	CS McKee Pittsburgh, Pennsylvania	$108M	-$8.74M	4	9.17%	Reduced
759	Private Wealth Partners Mill Valley, California	$108M	-$80.5K	7	18.18%	Reduced
760	Citizens Financial Group Providence, Rhode Island	$108M	+$20M	9	9.05%	Increased
761	Element Capital Management New York	$108M	-$237M	9	2.88%	Reduced
762	Bailard Foster City, California	$107M	+$4.72M	9	6.4%	Increased
763	Bridges Investment Management Omaha, Nebraska	$107M	+$5.13M	6	4.82%	Increased
764	Capital Advisors Inc Tulsa, Oklahoma	$107M	-$1.59M	7	6.43%	Reduced
765	Crestwood Advisors Group Boston, Massachusetts	$107M	+$715K	6	7.77%	Increased
766	Park National Corp Newark, Ohio	$106M	+$1.47M	7	6.1%	Increased
767	Cortland Associates St Louis, Missouri	$106M	-$282K	6	17.16%	Reduced
768	Covington Capital Management Los Angeles, California	$105M	-$1.31M	11	6.73%	Reduced
769	CG Cutler Group San Francisco, California	$105M	-$17.5M	19	8.35%	Reduced
770	MI Markston International White Plains, New York	$105M	+$1.39M	7	11.25%	Increased
771	Meiji Yasuda Asset Management Tokyo, Japan	$104M	+$4.48M	11	9.25%	Increased
772	South Texas Money Management San Antonio, Texas	$104M	+$8.06M	7	4.54%	Increased
773	Quadrature Capital London, United Kingdom	$104M	+$49.1M	8	9.73%	Increased
774	Kentucky Retirement Systems Frankfort, Kentucky	$104M	-$23.6M	10	10.63%	Reduced
775	OP Oldfield Partners London, United Kingdom	$104M	-$25.9M	3	11.01%	Reduced