← 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
801	ECM Empire Capital Management Westport, Connecticut	$37.8M	+$5.46M	3	6.76%	Increased
802	Select Equity Group New York	$37.8M	+$1.06M	2	0.38%	Increased
803	VCM Violich Capital Management San Francisco, California	$37.7M	-$774K	4	12.59%	Reduced
804	Sachem Head Capital Management New York	$37.7M	+$35M	1	3.84%	New
805	CCM Century Capital Management Boston, Massachusetts	$37.6M	+$11.1M	4	1.98%	Increased
806	JCP Jabre Capital Partners Geneva, Switzerland	$37.6M	-$15.9M	2	2.64%	Reduced
807	Edgemoor Investment Advisors Bethesda, Maryland	$37.5M	+$4.49M	3	5.52%	Increased
808	Janney Capital Management Pittsburgh, Pennsylvania	$37.4M	+$2.18M	2	2.26%	Increased
809	Jefferies Group New York	$37.4M	-$12.3M	10	0.32%	Reduced
810	SCM Stux Capital Management New York	$37.3M	-$10M	7	4.86%	Reduced
811	Boston Financial Management Boston, Massachusetts	$37.3M	-$6.11M	6	4.91%	Reduced
812	Perpetual Ltd Sydney, New South Wales, Australia	$37.2M	+$690K	4	3.28%	Increased
813	Shelton Capital Management Denver, Colorado	$37.1M	-$2.24M	7	5.17%	Reduced
814	OAM Origin Asset Management London, United Kingdom	$36.9M	-$10.1M	3	2.38%	Reduced
815	TI Turner Investments Berwyn, Pennsylvania	$36.8M	-$50.6M	6	1.63%	Reduced
816	PRCM Pine River Capital Management Minnetonka, Minnesota	$36.7M	+$768K	3	0.57%	Increased
817	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$36.7M	-$11.4K	4	5.36%	Reduced
818	Stratton Management King Of Prussia, Pennsylvania	$36.6M	-$2.42M	5	1.52%	Reduced
819	Lowe Brockenbrough & Co Richmond, Virginia	$36.6M	-$247K	4	5.84%	Reduced
820	Oak Ridge Investments Chicago, Illinois	$36.5M	-$1.11M	3	0.87%	Reduced
821	Private Wealth Partners Mill Valley, California	$36.5M	+$2.82M	5	8.02%	Increased
822	Jones Financial Companies Des Peres, Missouri	$36.3M	+$441K	5	0.27%	Increased
823	HSA Hussman Strategic Advisors Ellicott City, Maryland	$36.2M	-$12.2M	4	2.78%	Reduced
824	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$36.1M	-$12.3M	4	3.21%	Reduced
825	Capital One National Association New York	$35.8M	-$2.22M	6	3.35%	Reduced