← 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
901	Capital Advisors Inc Tulsa, Oklahoma	$51.6M	+$12.1M	6	3.59%	Increased
902	Edgemoor Investment Advisors Bethesda, Maryland	$51.2M	-$429K	3	7.78%	Reduced
903	NS Partners London, United Kingdom	$51M	-$41.5K	6	8.01%	Reduced
904	LIC Lodestar Investment Counsel Chicago, Illinois	$50.6M	-$217K	6	6.84%	Reduced
905	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$50.5M	-$5.07M	9	8.16%	Reduced
906	Essex Investment Management Boston, Massachusetts	$50.4M	+$76.6K	7	8.3%	Increased
907	FBC Fairfield, Bush & Co Darien, Connecticut	$50.3M	+$134K	6	16.35%	Increased
908	BPI Battery Partners IX Boston, Massachusetts	$50.2M	$0	1	30.81%	Maintained
909	Allstate Corporation Northbrook, Illinois	$50.2M	+$13.5M	6	3%	Increased
910	Curi RMB Capital Chicago, Illinois	$50.1M	-$1.09M	6	2.7%	Reduced
911	Roffman Miller Associates Philadelphia, Pennsylvania	$50M	+$10M	3	7.54%	Increased
912	PCM Pennant Capital Management Summit, New Jersey	$49.9M	-$91.3M	1	1.94%	Reduced
913	Montag & Associates Atlanta, Georgia	$49.8M	+$4.09M	7	5.89%	Increased
914	SFM Systematic Financial Management Teaneck, New Jersey	$49.8M	+$12M	6	0.79%	Increased
915	Willis Investment Counsel Gainesville, Georgia	$49.8M	+$161K	2	3.72%	Increased
916	Central Trust Company Jefferson City, Missouri	$49.8M	+$511K	12	3.43%	Increased
917	CA Cornerstone Advisors Asheville, North Carolina	$49.7M	+$9.4M	6	9.17%	Increased
918	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$49.7M	-$5.78M	6	7.2%	Reduced
919	TIAAOA Teachers Insurance & Annuity Association of America New York	$49.6M	$0	3	1.69%	Maintained
920	EULAV Asset Management Sarasota, Florida	$49.4M	-$3.58M	5	2.66%	Reduced
921	Aristeia Capital Greenwich, Connecticut	$49.2M	-$18.8M	3	5.63%	Reduced
922	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$49.2M	-$231K	4	6.09%	Reduced
923	KSCM Key Square Capital Management Stamford, Connecticut	$49M	+$54.6M	2	6.08%	New
924	Anchor Capital Advisors Boston, Massachusetts	$48.8M	+$51.2K	6	1.85%	Increased
925	Capital One National Association New York	$48.7M	-$241K	6	3.65%	Reduced