← 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
926	Trust Company of Vermont Brattleboro, Vermont	$51.9M	+$1.99M	8	5.61%	Increased
927	RNC Capital Management Los Angeles, California	$51.6M	+$892K	6	4.11%	Increased
928	Caxton Associates (New York) New York	$51.6M	-$5.83M	5	0.2%	Reduced
929	Steward Partners Investment Advisory New York	$51.6M	+$42.3M	13	7.8%	Increased
930	SV Sapphire Ventures Austin, Texas	$51.5M	+$73.7M	1	39.51%	New
931	ALPS Advisors Denver, Colorado	$51.5M	+$7.38M	8	0.36%	Increased
932	Lowe Brockenbrough & Co Richmond, Virginia	$51.2M	+$1.58M	6	8.17%	Increased
933	JCM Jag Capital Management St Louis, Missouri	$51.2M	-$4.81M	6	10.59%	Reduced
934	ArrowMark Colorado Holdings Denver, Colorado	$51.1M	+$639K	5	0.7%	Increased
935	ID Integral Derivatives New York	$51M	+$3.27M	8	0.93%	Increased
936	Think Investments San Francisco, California	$51M	-$2.39M	2	26.78%	Reduced
937	Mariner Overland Park, Kansas	$51M	+$1.56M	8	2.22%	Increased
938	DCM Decatur Capital Management Decatur, Georgia	$50.8M	-$16.2M	4	9.88%	Reduced
939	Anchor Capital Advisors Boston, Massachusetts	$50.7M	-$413K	6	1.76%	Reduced
940	Waters Parkerson & Co New Orleans, Louisiana	$50.6M	+$800K	6	4.79%	Increased
941	Barton Investment Management West Conshohocken, Pennsylvania	$50.6M	+$1.8M	5	14.71%	Increased
942	Clark Capital Management Group Philadelphia, Pennsylvania	$50.5M	+$9.26M	3	2.24%	Increased
943	Sompo Asset Management Tokyo, Japan	$50.5M	+$769K	4	6.29%	Increased
944	Osborne Partners Capital Management San Francisco, California	$50.4M	-$569K	6	7.22%	Reduced
945	Burney Company Reston, Virginia	$50.2M	+$535K	8	3.31%	Increased
946	Tokio Marine Asset Management Tokyo, Japan	$50.1M	-$16M	8	6.58%	Reduced
947	Zweig-DiMenna Associates New York	$50.1M	-$73.3M	6	4.6%	Reduced
948	Lannebo Fonder Stockholm, Sweden	$50M	+$558K	5	31.8%	Increased
949	Walleye Trading New York	$49.9M	+$22.5M	11	0.35%	Increased
950	Dowling & Yahnke San Diego, California	$49.9M	+$317K	7	5.31%	Increased