← 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
851	Jericho Capital Asset Management New York	$223M	-$12.7M	1	5.37%	Reduced
852	Walleye Trading New York	$222M	-$239M	15	0.47%	Reduced
853	EARNEST Partners Atlanta, Georgia	$222M	+$2.63M	6	0.97%	Increased
854	Trajan Wealth Scottsdale, Arizona	$221M	+$7.04M	6	13.05%	Increased
855	Capital Investment Advisors Atlanta, Georgia	$221M	+$7.38M	7	4.55%	Increased
856	EWM Elite Wealth Management Kirkland, Washington	$221M	-$10.1M	5	30.17%	Reduced
857	DAM Davis Asset Management Sausalito, California	$220M	$0	2	8.81%	Maintained
858	CGL Clarius Group LLC Seattle, Washington	$220M	-$2.85M	10	15.42%	Reduced
859	TC TwinBeech Capital Purchase, New York	$219M	+$92.9M	11	4.19%	Increased
860	SteelPeak Wealth Woodland Hills, California	$219M	-$5.05M	8	9.53%	Reduced
861	MMBG Investment Advisors Miami, Florida	$219M	-$6.58M	6	22.81%	Reduced
862	Bronte Capital Management Bondi Junction, Australia	$218M	-$19.7M	2	17.74%	Reduced
863	Atreides Management Boston, Massachusetts	$218M	-$245M	3	5.56%	Reduced
864	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$217M	+$47.8M	5	28.39%	Increased
865	First Trust Direct Indexing Boston, Massachusetts	$217M	+$6.43M	16	11.66%	Increased
866	First Horizon Advisors Memphis, Tennessee	$217M	+$4.03M	22	6.03%	Increased
867	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$217M	-$4.26M	9	11.71%	Reduced
868	Bleakley Financial Group Fairfield, New Jersey	$216M	+$101K	13	6.57%	Increased
869	Brandes Investment Partners La Jolla, California	$215M	-$7.87M	3	2.42%	Reduced
870	Southpoint Capital Advisors New York	$215M	-$14.1M	1	5.1%	Reduced
871	Sachem Head Capital Management New York	$215M	$0	1	11.27%	Maintained
872	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$215M	-$18.4M	9	14.91%	Reduced
873	Westpac Banking Corp Sydney, Australia	$215M	+$24.1M	12	14.4%	Increased
874	CA Cullinan Associates Louisville, Kentucky	$215M	+$1.54M	7	12.11%	Increased
875	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$215M	+$1.51M	6	8.34%	Increased