← 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	Meiji Yasuda Asset Management Tokyo, Japan	$63.2M	+$8.21M	11	7.4%	Increased
802	HC Henshaw Capital Woburn, Massachusetts	$63.2M	+$5.93M	5	7.8%	Increased
803	Quest Investment Management Lake Oswego, Oregon	$63.1M	+$5.12M	5	8.29%	Increased
804	M.D. Sass LLC New York	$63M	-$6.08M	1	3.56%	Reduced
805	Covington Capital Management Los Angeles, California	$62.8M	+$945K	6	5.73%	Increased
806	AHL Partners London, United Kingdom	$62.7M	+$38.8M	10	2.33%	Increased
807	SH Svenska Handelsbanken Stockholm, Sweden	$62.7M	-$145M	3	5.26%	Reduced
808	TGCM Tukman Grossman Capital Management Larkspur, California	$62.6M	-$28.5M	1	4.89%	Reduced
809	EP Edinburgh Partners Edinburgh, United Kingdom	$62.2M	-$18.5M	4	11.58%	Reduced
810	CK Cohen Klingenstein New York	$61.9M	$0	7	10.75%	Maintained
811	Crestwood Advisors Group Boston, Massachusetts	$61.9M	+$405K	6	7.4%	Increased
812	FHAM Folger Hill Asset Management New York	$61.5M	+$22.1M	6	3.67%	Increased
813	First National Bank of Omaha Omaha, Nebraska	$61M	-$1.3M	5	4.48%	Reduced
814	Janney Capital Management Pittsburgh, Pennsylvania	$60.9M	+$12.5M	6	2.75%	Increased
815	Palladium Partners Norfolk, Virginia	$60.7M	+$1.01M	5	5.31%	Increased
816	Azimuth Capital Management Bloomfield Hills, Michigan	$60.7M	-$4.08M	7	5.28%	Reduced
817	Old Republic International (ORI) Chicago, Illinois	$60.7M	+$20.3M	1	2.63%	Increased
818	Oaktree Capital Management Los Angeles, California	$60.6M	+$51.9M	2	0.79%	Increased
819	Howland Capital Management Boston, Massachusetts	$60.6M	-$394K	5	5.63%	Reduced
820	Clarkston Capital Partners Rochester, Michigan	$60.5M	+$700K	5	2.91%	Increased
821	BWCA Brenner West Capital Advisors New York	$60M	-$3.72M	1	5.37%	Reduced
822	LCM Lomas Capital Management New York	$60M	+$11.5M	2	13.39%	Increased
823	Harvard Management Company Boston, Massachusetts	$59.9M	+$7.28M	1	9.5%	Increased
824	Columbus Hill Capital Management Short Hills, New Jersey	$59.8M	-$10.5M	2	6.35%	Reduced
825	O'Shaughnessy Asset Management Stamford, Connecticut	$59.7M	-$7.06M	3	1.4%	Reduced