← 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	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$79.4M	+$67.9M	9	8.41%	Increased
902	NAYA Capital Management (UK) London, United Kingdom	$78.8M	+$648K	1	7.82%	Increased
903	Meeder Asset Management Dublin, Ohio	$78.4M	+$5.3M	15	6.76%	Increased
904	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$78.4M	+$2.03M	3	9.91%	Increased
905	Levin Capital Strategies New York	$78.3M	-$17.3M	8	1.35%	Reduced
906	Consulta London, United Kingdom	$77.9M	$0	1	7.75%	Maintained
907	Penserra Capital Management Orinda, California	$77.7M	+$4.45M	15	4.9%	Increased
908	Glenview Trust Louisville, Kentucky	$77.6M	-$7.93M	5	5.77%	Reduced
909	Capital One National Association New York	$77.3M	-$3.83M	9	5.63%	Reduced
910	Community Trust & Investment Versailles, Kentucky	$77.1M	-$3.75M	3	8.97%	Reduced
911	Iconiq Capital San Francisco, California	$76.9M	-$34M	4	9.46%	Reduced
912	Pillar Pacific Capital Management Pacifica, California	$76.8M	+$185K	10	8.86%	Increased
913	KAS Kemnay Advisory Services New York	$76.6M	+$10.3M	6	24.15%	Increased
914	Edgemoor Investment Advisors Bethesda, Maryland	$76.6M	-$561K	5	10.24%	Reduced
915	Wilmington Savings Fund Society Wilmington, Delaware	$76.5M	+$810K	6	4.27%	Increased
916	Moody Lynn & Lieberson Boston, Massachusetts	$76.4M	-$2.04M	4	9.02%	Reduced
917	FineMark National Bank & Trust Fort Myers, Florida	$75.9M	-$988K	7	4.6%	Reduced
918	Franklin Street Advisors Chapel Hill, North Carolina	$75.9M	-$1.93M	8	11.07%	Reduced
919	PDT Partners New York	$75.8M	-$13.7M	6	2.88%	Reduced
920	Jefferies Group New York	$75.5M	-$20.7M	17	0.42%	Reduced
921	Old National Bancorp Evansville, Indiana	$75.4M	-$7.95M	10	3.89%	Reduced
922	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$75.3M	-$4.77M	5	13.83%	Reduced
923	KCM Investment Advisors Greenbrae, California	$75.3M	+$619K	7	4.63%	Increased
924	WestEnd Advisors Charlotte, North Carolina	$75.3M	-$24.9M	2	7.82%	Reduced
925	Cerity Partners New York	$74.9M	-$855K	9	5.53%	Reduced