← 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	Styrax Capital New York	$395M	+$87.9M	4	30.25%	Increased
777	Evergreen Capital Management Bellevue, Washington	$394M	+$29.4M	15	8.8%	Increased
778	Three Seasons Wealth Salt Lake City, Utah	$393M	-$1.16M	6	37.51%	Reduced
779	Picton Mahoney Asset Management Toronto, Ontario, Canada	$392M	-$22.8M	12	3.04%	Reduced
780	SurgoCap Partners New York	$392M	+$106M	1	10.86%	Increased
781	TFP Triple Frond Partners San Francisco, California	$392M	-$87.1M	3	40.73%	Reduced
782	IHL Investment House LLC Redondo Beach, California	$391M	-$9.4M	8	18.59%	Reduced
783	Iconiq Capital San Francisco, California	$390M	+$44.1M	9	5.89%	Increased
784	Corvex Management New York	$389M	+$14M	3	11.9%	Increased
785	Dana Investment Advisors Waukesha, Wisconsin	$389M	+$16.6M	12	11.31%	Increased
786	DAM Davis Asset Management Sausalito, California	$387M	$0	2	13.86%	Maintained
787	Baker Avenue Asset Management San Francisco, California	$386M	+$5.35M	13	8.9%	Increased
788	Summit Trail Advisors New York	$384M	-$28.8M	20	6.63%	Reduced
789	Accel Leaders 4 Associates Palo Alto, California	$383M	$0	1	100%	Maintained
790	Brandywine Global Investment Management Philadelphia, Pennsylvania	$383M	-$11.5M	6	2.57%	Reduced
791	LMR Partners London, United Kingdom	$382M	-$12.4M	17	0.72%	Reduced
792	Beutel, Goodman & Co Toronto, Ontario, Canada	$382M	-$20.6M	7	2.35%	Reduced
793	Wealthspire Advisors (New York) New York	$381M	+$119M	11	3.03%	Increased
794	Dakota Wealth Management Palm Beach Gardens, Florida	$380M	+$25.9M	10	6.75%	Increased
795	Capital International Los Angeles, California	$379M	+$6.12M	8	13.36%	Increased
796	Vest Financial Mclean, Virginia	$379M	+$23.1M	10	4.8%	Increased
797	Caption Management Oklahoma City, Oklahoma	$377M	+$132M	12	2.59%	Increased
798	Wesleyan Assurance Society Birmingham, United Kingdom	$374M	-$754K	4	21.6%	Reduced
799	Perigon Wealth Management San Francisco, California	$373M	+$9.42M	19	6.68%	Increased
800	Signature Estate & Investment Advisors Los Angeles, California	$371M	-$266K	7	7.47%	Reduced