← 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	PDT Partners New York	$73.2M	-$22.4M	9	4.09%	Reduced
902	Hillhouse Investment Management Grand Cayman, Cayman Islands	$73M	+$4.98M	3	5.47%	Increased
903	Ceredex Value Advisors Orlando, Florida	$72.9M	-$104M	1	0.98%	Reduced
904	MassMutual Private Wealth & Trust Windsor, Connecticut	$72.3M	+$5.11M	14	6.18%	Increased
905	Stratos Wealth Partners Beachwood, Ohio	$72.1M	+$27.2M	8	3.72%	Increased
906	Element Capital Management New York	$71.8M	-$171M	10	2.04%	Reduced
907	RegentAtlantic Capital Morristown, New Jersey	$71.5M	+$5.49M	11	6.07%	Increased
908	OAM Oxford Asset Management Oxford, United Kingdom	$71.5M	-$29.3M	15	1.86%	Reduced
909	Park Presidio Capital San Francisco, California	$71.5M	+$20.3M	1	8.94%	Increased
910	Paloma Partners Greenwich, Connecticut	$71.2M	-$39M	12	2.18%	Reduced
911	Old National Bancorp Evansville, Indiana	$71M	+$2.99M	10	3.93%	Increased
912	Bowen Hanes & Co Ponte Vedra Beach, Florida	$71M	-$15.4M	6	3.58%	Reduced
913	VCM Violich Capital Management San Francisco, California	$71M	-$1.04M	5	20.15%	Reduced
914	Pillar Pacific Capital Management Pacifica, California	$70.8M	+$394K	10	9.32%	Increased
915	Becker Capital Management Portland, Oregon	$70.7M	-$3.87M	5	2.76%	Reduced
916	Stock Yards Bank & Trust Louisville, Kentucky	$70.5M	+$317K	6	7.84%	Increased
917	Quest Investment Management Lake Oswego, Oregon	$70.1M	+$3.25M	5	10.87%	Increased
918	Jana Partners New York	$69.9M	-$33.4M	1	3.2%	Reduced
919	LIC Lodestar Investment Counsel Chicago, Illinois	$69.8M	+$1.7M	7	8.51%	Increased
920	Jay A. Fishman Ltd Troy, Michigan	$69.7M	+$2.81M	5	15.1%	Increased
921	HSC Harbor Spring Capital New York	$69.6M	+$906K	2	9.26%	Increased
922	Carnegie Investment Counsel Pepper Pike, Ohio	$69.5M	-$14.7M	6	6.45%	Reduced
923	Azimuth Capital Management Bloomfield Hills, Michigan	$69.5M	-$435K	7	5.31%	Reduced
924	JCM Jag Capital Management St Louis, Missouri	$69.4M	-$8.12M	7	14.14%	Reduced
925	E.S. Barr & Co Lexington, Kentucky	$69.2M	+$7.8M	4	7.72%	Increased