← 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	Ashfield Capital Partners San Francisco, California	$110M	+$5.06M	9	11.86%	Increased
777	Trinity Street Asset Management London, United Kingdom	$109M	+$3.56M	2	16.91%	Increased
778	CPWM LLC Seattle, Washington	$109M	+$941K	7	14.26%	Increased
779	LCM Lomas Capital Management New York	$109M	+$22.9M	2	11.23%	Increased
780	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$108M	-$315K	11	2.38%	Reduced
781	Osterweis Capital Management San Francisco, California	$108M	-$5.97M	3	7.91%	Reduced
782	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$108M	+$33.4M	6	29.12%	Increased
783	Mercer Global Advisors Denver, Colorado	$108M	+$2.92M	14	2.55%	Increased
784	Timucuan Asset Management Jacksonville, Florida	$108M	+$185K	1	5.99%	Increased
785	WM WS Management Jacksonville, Florida	$108M	+$23.7M	3	8.46%	Increased
786	Tudor Investment Corp Stamford, Connecticut	$108M	+$10.4M	14	3.7%	Increased
787	Cornerstone Investment Partners Atlanta, Georgia	$108M	-$5.93M	5	4.73%	Reduced
788	Boston Financial Management Boston, Massachusetts	$107M	-$367K	6	6.11%	Reduced
789	PFM Health Sciences San Francisco, California	$107M	-$76.8M	3	3.17%	Reduced
790	Gladstone Capital Management London, United Kingdom	$107M	+$81.8M	2	22.62%	Increased
791	Tairen Capital Hong Kong	$107M	-$122M	5	15.67%	Reduced
792	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$107M	+$1.46M	6	11.01%	Increased
793	Avenir Corporation Alexandria, Virginia	$106M	-$610K	2	11.15%	Reduced
794	GAMCO Investors Greenwich, Connecticut	$106M	+$2.45M	8	0.89%	Increased
795	Central Trust Company Jefferson City, Missouri	$106M	+$1.96M	16	5.98%	Increased
796	CEP Chicago Equity Partners Chicago, Illinois	$106M	-$21.8M	6	5.03%	Reduced
797	Maryland Capital Management Towson, Maryland	$105M	-$663K	6	12.05%	Reduced
798	RGI River Global Investors London, United Kingdom	$105M	+$8.61M	6	7.38%	Increased
799	EP Wealth Advisors Torrance, California	$105M	+$24.6M	7	5.2%	Increased
800	Howland Capital Management Boston, Massachusetts	$105M	-$1.12M	8	7.93%	Reduced