← 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
876	SCS Capital Management Boston, Massachusetts	$208M	-$1.16M	4	4.42%	Reduced
877	Van Hulzen Asset Management El Dorado Hills, California	$208M	+$7.2M	8	13.71%	Increased
878	Jones Financial Companies Des Peres, Missouri	$207M	+$33M	15	0.28%	Increased
879	GC Gobi Capital San Francisco, California	$207M	$0	1	12.9%	Maintained
880	Tudor Investment Corp Stamford, Connecticut	$206M	+$27.8M	13	1.31%	Increased
881	Benjamin F. Edwards & Company St. Louis, Missouri	$206M	-$212K	22	3.75%	Reduced
882	General American Investors New York	$206M	$0	3	14.7%	Maintained
883	Howard Capital Management Group Los Angeles, California	$205M	+$803K	6	15.79%	Increased
884	Apollo Management Holdings New York	$205M	$0	1	2.73%	Maintained
885	Joel Isaacson & Co New York	$204M	+$10M	8	11.18%	Increased
886	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$203M	+$11.4M	6	8.4%	Increased
887	MFWM Motley Fool Wealth Management Alexandria, Virginia	$203M	-$4.72M	4	10.51%	Reduced
888	Delta Asset Management Memphis, Tennessee	$203M	-$5.71M	11	17.98%	Reduced
889	Equitable Holdings New York	$203M	+$6.72M	10	2.29%	Increased
890	Hosking Partners London, United Kingdom	$203M	+$381K	4	7.48%	Increased
891	Norris Perne & French Grand Rapids, Michigan	$203M	-$115K	6	14.54%	Reduced
892	Caxton Associates (New York) New York	$203M	-$67.6M	12	11.36%	Reduced
893	Mill Capital Management Concord, North Carolina	$203M	-$10.6M	6	16.92%	Reduced
894	Savant Capital Rockford, Illinois	$202M	+$2.09M	15	2.32%	Increased
895	Sandy Spring Bank Olney, Maryland	$202M	+$1.38M	16	9.21%	Increased
896	Fairview Capital Investment Management Greenbrae, California	$202M	-$6.45M	5	11.38%	Reduced
897	Sachem Head Capital Management New York	$201M	+$217M	1	8.62%	New
898	Cooperman Leon G	$201M	$0	2	8.39%	Maintained
899	Livforsakringsbolaget Skandia Stockholm, Sweden	$201M	+$4.22M	13	17%	Increased
900	Auto-Owners Insurance Lansing, Michigan	$200M	$0	4	5.3%	Maintained