← 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	FQ First Quadrant Glendale, California	$114M	-$7.12M	9	7.95%	Reduced
752	Gamble Jones Investment Counsel Pasadena, California	$114M	+$1.24M	7	9.76%	Increased
753	Horan Capital Management Hunt Valley, Maryland	$114M	+$43.6M	5	20.42%	Increased
754	Picton Mahoney Asset Management Toronto, Ontario, Canada	$114M	-$14.7M	4	7.82%	Reduced
755	Capstone Investment Advisors New York	$114M	+$77M	8	0.82%	Increased
756	AC Athanor Capital New York	$114M	+$24.3M	7	14.6%	Increased
757	First Allied Advisory Services San Diego, California	$114M	+$3.12M	14	3.93%	Increased
758	ZWJ Investment Counsel Atlanta, Georgia	$114M	-$586K	6	8.91%	Reduced
759	ACR Alpine Capital Research St. Louis, Missouri	$113M	-$22.1M	1	5.99%	Reduced
760	Meiji Yasuda Asset Management Tokyo, Japan	$113M	-$5.88M	11	9.5%	Reduced
761	KCM Kingdon Capital Management New York	$113M	+$19M	4	11.11%	Increased
762	Dana Investment Advisors Waukesha, Wisconsin	$113M	-$14M	7	5.58%	Reduced
763	Eventide Asset Management Boston, Massachusetts	$113M	$0	1	3.43%	Maintained
764	Glenview Trust Louisville, Kentucky	$112M	+$383K	6	6.98%	Increased
765	Hyperion Asset Management Brisbane, Australia	$112M	-$2.3M	3	32.39%	Reduced
766	Zeke Capital Advisors Berwyn, Pennsylvania	$112M	-$2.36M	12	10.51%	Reduced
767	JCM Jag Capital Management St Louis, Missouri	$111M	+$12.3M	8	12.56%	Increased
768	Cresset Asset Management Chicago, Illinois	$111M	+$10.3M	10	3.45%	Increased
769	PCM Prime Capital Management Hong Kong	$111M	-$19.2M	1	25.33%	Reduced
770	International Value Advisers	$111M	-$69.8M	3	4.28%	Reduced
771	Paloma Partners Greenwich, Connecticut	$111M	+$68.2M	13	1.87%	Increased
772	AMI Asset Management Los Angeles, California	$110M	+$37M	2	5.47%	Increased
773	Soma Equity Partners San Francisco, California	$110M	+$29.3M	1	8.26%	Increased
774	TCCM Two Creeks Capital Management New York	$110M	+$25M	1	6.69%	Increased
775	Clough Capital Partners Boston, Massachusetts	$110M	-$12.4M	4	10.74%	Reduced