← 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	Formuepleje A/S Aarhus C, Denmark	$169M	+$19.6M	3	11.97%	Increased
927	Timucuan Asset Management Jacksonville, Florida	$168M	-$21.3M	2	5.86%	Reduced
928	Chas P. Smith & Associates (CPS) Lakeland, Florida	$167M	-$290K	6	11.04%	Reduced
929	GCIM Gunn & Company Investment Management Jacksonville, Florida	$167M	+$145M	6	11.04%	Increased
930	Windward Capital Management Los Angeles, California	$167M	-$311K	5	14.5%	Reduced
931	Great Valley Advisor Group Wilmington, Delaware	$167M	+$9.5M	8	5.87%	Increased
932	Vident Advisory Alpharetta, Georgia	$167M	-$9.21M	24	4.2%	Reduced
933	Oak Ridge Investments Chicago, Illinois	$167M	+$1.64M	5	19.17%	Increased
934	NEOS Investment Management Westport, Connecticut	$166M	+$7.16M	10	15.7%	Increased
935	Causeway Capital Management Los Angeles, California	$166M	-$20.8M	2	4.22%	Reduced
936	Rokos Capital Management (UK) London, United Kingdom	$166M	-$557M	4	1.45%	Reduced
937	Oslo Pensjonsforsikring Oslo,	$166M	$0	3	26.38%	Maintained
938	Rockland Trust Hanover, Massachusetts	$165M	-$2.28M	7	9.06%	Reduced
939	Thomasville National Bank Thomasville, Georgia	$165M	-$1.11M	6	14.67%	Reduced
940	Destination Wealth Management Walnut Creek, California	$164M	-$3.16M	6	5.68%	Reduced
941	Ancora Advisors Cleveland, Ohio	$164M	-$40.7K	14	3.85%	Reduced
942	Park Avenue Securities New York	$164M	+$6.62M	13	2.26%	Increased
943	IVSFI IA Venture Strategies Fund II New York	$163M	$0	1	96.67%	Maintained
944	Academy Capital Management Waco, Texas	$163M	-$1.52M	5	33.07%	Reduced
945	Letko, Brosseau & Associates Montreal, Quebec, Canada	$162M	-$8.06M	4	2.96%	Reduced
946	Traynor Capital Management Malvern, Pennsylvania	$162M	+$2.17M	5	16.67%	Increased
947	Welch Group Birmingham, Alabama	$162M	-$1.27M	6	8.72%	Reduced
948	MA Mutual Advisors Omaha, Nebraska	$161M	+$2.75M	11	5.62%	Increased
949	Fernbridge Capital Management Los Angeles, California	$161M	+$5.82M	3	13.66%	Increased
950	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$160M	+$6.13M	9	7.6%	Increased