← 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
826	TGI Tradewinds Global Investors Los Angeles, California	$35.7M	-$41.4M	1	1.21%	Reduced
827	EGM Espalier Global Management New York	$35.7M	+$12.5M	2	2.76%	Increased
828	Nexus Investment Management Toronto, Ontario, Canada	$35.7M	-$316K	2	6.63%	Reduced
829	SAM Symphony Asset Management San Francisco, California	$35.6M	-$8.4M	6	3.71%	Reduced
830	CCM Investment Advisers Columbia, South Carolina	$35.5M	-$5.28M	4	3.25%	Reduced
831	BBVA USA Bancshares Houston, Texas	$35.5M	-$327K	6	1.54%	Reduced
832	FIG Fortress Investment Group New York	$35.5M	+$13M	1	0.51%	Increased
833	D.J. St. Germain Springfield, Massachusetts	$35.4M	-$944K	4	5.21%	Reduced
834	CK Cohen Klingenstein New York	$35.4M	-$11.2K	6	6.75%	Reduced
835	Apex Capital Management Dayton, Ohio	$35.4M	-$5.61M	6	1.09%	Reduced
836	Country Club Trust Kansas City, Missouri	$35.3M	+$992K	4	4.63%	Increased
837	Greystone Managed Investments Regina, Saskatchewan, Canada	$35.3M	-$344K	1	0.64%	Reduced
838	AL Airain Ltd St. Peter Port, Guernsey	$35.3M	+$31.7M	7	2.89%	Increased
839	Burney Company Reston, Virginia	$35.2M	+$1.24M	5	3.04%	Increased
840	Franklin Street Advisors Chapel Hill, North Carolina	$35M	+$397K	5	6.68%	Increased
841	Badgley, Phelps & Bell Seattle, Washington	$34.9M	-$3.83M	5	3.48%	Reduced
842	WMC Westwood Management Corporation Chicago, Illinois	$34.6M	-$6.32M	1	5.73%	Reduced
843	Parsons Capital Management Providence, Rhode Island	$34.5M	+$135K	7	4.73%	Increased
844	Capital Investment Services of America Milwaukee, Wisconsin	$34.4M	-$481K	3	8.51%	Reduced
845	CF CNA Financial Chicago, Illinois	$34.2M	-$6.23M	4	6.2%	Reduced
846	Compass Capital Management Minneapolis, Minnesota	$34.2M	-$595K	3	6.61%	Reduced
847	JAM JCIC Asset Management Toronto, Ontario, Canada	$34M	+$1.92M	3	5.68%	Increased
848	Visium Asset Management New York	$34M	+$3.52M	9	0.53%	Increased
849	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$34M	+$4.81M	4	5.09%	Increased
850	QCI Asset Management Pittsford, New York	$33.8M	-$88K	8	5.28%	Reduced