← 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	Penserra Capital Management Orinda, California	$150M	-$31.2M	20	4.24%	Reduced
777	CCM Candlestick Capital Management Greenwich, Connecticut	$150M	-$61.7M	3	5.42%	Reduced
778	Meeder Asset Management Dublin, Ohio	$150M	-$386M	22	8.62%	Reduced
779	Advisory Services Network Atlanta, Georgia	$148M	+$1.28M	17	5.24%	Increased
780	MUFG Securities EMEA London, United Kingdom	$148M	+$163M	6	2.72%	Increased
781	First National Trust Hermitage, Pennsylvania	$148M	+$429K	6	8.65%	Increased
782	IHL Investment House LLC Redondo Beach, California	$148M	+$292K	6	13.86%	Increased
783	Chartwell Investment Partners Berywn, Pennsylvania	$148M	-$3.82M	9	6.29%	Reduced
784	Ameritas Investment Partners Lincoln, Nebraska	$148M	-$228K	22	6.63%	Reduced
785	Davidson Investment Advisors Great Falls, Montana	$148M	+$5.14M	5	12.39%	Increased
786	Dana Investment Advisors Waukesha, Wisconsin	$147M	-$4.14M	7	8.35%	Reduced
787	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$146M	+$7.24M	10	13.54%	Increased
788	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$146M	-$634K	6	12.61%	Reduced
789	Tower Bridge Advisors Conshohocken, Pennsylvania	$146M	-$1.1B	7	12.95%	Reduced
790	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$145M	+$64.9M	17	3.28%	Increased
791	Alta Capital Management Salt Lake City, Utah	$145M	+$12M	5	11.36%	Increased
792	Advisor Partners II Walnut Creek, California	$145M	+$165M	12	10.93%	New
793	Locust Wood Capital Advisers New York	$145M	-$10.7M	3	9.97%	Reduced
794	Clark Capital Management Group Philadelphia, Pennsylvania	$144M	+$6.1M	7	1.89%	Increased
795	IC Immersion Capital London, United Kingdom	$144M	-$4.86M	2	54.07%	Reduced
796	Causeway Capital Management Los Angeles, California	$144M	+$7.04M	2	4.04%	Increased
797	Southeastern Asset Management Memphis, Tennessee	$144M	-$2.7M	1	3.62%	Reduced
798	HAM Honeycomb Asset Management New York	$144M	+$145M	4	19.11%	Increased
799	Armistice Capital New York	$143M	+$60.3M	6	2.48%	Increased
800	HC Henshaw Capital Woburn, Massachusetts	$143M	+$402K	5	10.55%	Increased