← 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
776	Levin Capital Strategies New York	$80.1M	-$82.6M	7	1.4%	Reduced
777	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$80M	+$861K	4	15.27%	Increased
778	New Mountain Vantage Advisers New York	$79.5M	+$28.1M	2	5.78%	Increased
779	TP Tesuji Partners Fort Lee, New Jersey	$79M	+$79.5M	1	8.25%	New
780	Nine Masts Capital Central, Hong Kong	$79M	+$79.6M	2	9.41%	New
781	Osterweis Capital Management San Francisco, California	$78.9M	-$3.13M	2	6%	Reduced
782	Horan Capital Management Hunt Valley, Maryland	$78.9M	+$63K	6	17.25%	Increased
783	AHL Partners London, United Kingdom	$78.9M	+$8.96M	12	1.68%	Increased
784	Meiji Yasuda Asset Management Tokyo, Japan	$78.7M	+$2.33M	11	8.05%	Increased
785	Nikko Asset Management Americas New York	$78.6M	+$60.9M	9	4.68%	Increased
786	Howland Capital Management Boston, Massachusetts	$78M	-$460K	7	6.6%	Reduced
787	RWWM Inc Rocklin, California	$77.8M	-$1.36M	2	27.67%	Reduced
788	WMS Partners Towson, Maryland	$77.7M	-$2.12M	8	9.61%	Reduced
789	Jasper Ridge Partners Menlo Park, California	$77.6M	+$58.8M	5	4.17%	Increased
790	DP DSAM Partners London, United Kingdom	$77.5M	+$63.7M	4	13.78%	Increased
791	ARS Investment Partners New York	$77.3M	-$715K	6	10.68%	Reduced
792	Farr Miller & Washington Washington, District of Columbia	$77.2M	+$317K	6	7.55%	Increased
793	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$77.1M	+$11.7M	6	9.27%	Increased
794	WhitTier Trust Company Reno, Nevada	$76.8M	+$964K	12	7.43%	Increased
795	Maryland Capital Management Towson, Maryland	$76.7M	-$591K	7	11.03%	Reduced
796	GPCM Greenbrier Partners Capital Management Dallas, Texas	$76.6M	+$4.77M	3	16.14%	Increased
797	Alta Capital Management Salt Lake City, Utah	$76.4M	-$3.67M	5	5.16%	Reduced
798	Peregrine Capital Management Minneapolis, Minnesota	$76.2M	-$2.98M	3	1.9%	Reduced
799	Baldwin Wealth Partners Marion, Massachusetts	$76.2M	-$3.38M	10	12.25%	Reduced
800	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$75.6M	-$239K	6	7.12%	Reduced