← 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	MCM McKinley Capital Management Anchorage, Alaska	$158M	-$6.88M	7	11.28%	Reduced
827	Spyglass Capital Management San Francisco, California	$158M	+$42.8M	1	4.85%	Increased
828	Saturna Capital Bellingham, Washington	$158M	+$641K	5	3.56%	Increased
829	KC KCL Capital New York	$158M	+$39.8M	5	15.28%	Increased
830	Valiant Capital Management San Francisco, California	$157M	-$67.6M	2	6.86%	Reduced
831	Simplicity Solutions Minneapolis, Minnesota	$157M	+$14.1M	16	2.33%	Increased
832	O'Shaughnessy Asset Management Stamford, Connecticut	$156M	+$19.9M	20	4.26%	Increased
833	Advisor Partners Walnut Creek, California	$156M	-$683K	11	11.75%	Reduced
834	CG Cutler Group San Francisco, California	$156M	+$16M	28	7.43%	Increased
835	Sigma Planning Corp Ann Arbor, Michigan	$156M	-$2.13M	16	5.3%	Reduced
836	Edgemoor Investment Advisors Bethesda, Maryland	$154M	-$163K	6	17.29%	Reduced
837	HC Henshaw Capital Woburn, Massachusetts	$154M	-$17M	8	11.6%	Reduced
838	Clark Capital Management Group Philadelphia, Pennsylvania	$154M	-$30M	7	2.54%	Reduced
839	Whetstone Capital Advisors Shawnee Mission, Kansas	$154M	-$61.6M	6	31.73%	Reduced
840	Grosvenor Holdings Chicago, Illinois	$153M	+$120M	2	8.36%	Increased
841	Woodline Partners San Francisco, California	$153M	+$32M	3	4.06%	Increased
842	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$152M	+$21.4M	1	8.25%	Increased
843	Howland Capital Management Boston, Massachusetts	$152M	+$136K	8	8.9%	Increased
844	Natixis Investment Managers International Paris, France	$151M	+$142M	7	10.51%	Increased
845	Himalaya Capital Management Seattle, Washington	$150M	$0	1	8.29%	Maintained
846	LS Investment Advisors Bloomfield Hills, Michigan	$150M	-$438K	10	7.94%	Reduced
847	Farr Miller & Washington Washington, District of Columbia	$150M	-$1.29M	7	11.45%	Reduced
848	Senator Investment Group New York	$150M	-$16.1M	1	2.83%	Reduced
849	Illinois Municipal Retirement Fund Oak Brook, Illinois	$150M	+$74.4M	17	6.99%	Increased
850	NewEdge Advisors New Orleans, Louisiana	$150M	-$30.5M	13	4.9%	Reduced