← 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
951	Laurion Capital Management New York	$109M	-$65.1M	9	1.3%	Reduced
952	WestEnd Advisors Charlotte, North Carolina	$109M	-$7.59M	3	6.42%	Reduced
953	River Road Asset Management Louisville, Kentucky	$108M	-$2.54M	3	1.77%	Reduced
954	Maple Capital Management Montpelier, Vermont	$108M	+$2.76M	5	17.5%	Increased
955	Pictet North America Advisors Geneva 73, Switzerland	$108M	+$1.85M	6	15.2%	Increased
956	KC KCL Capital New York	$108M	+$75.5M	5	10.21%	Increased
957	Sumitomo Life Insurance Tokyo, Japan	$108M	-$9.39M	9	5.01%	Reduced
958	Advisors Capital Management Ridgewood, New Jersey	$107M	+$19.9M	7	5.01%	Increased
959	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$107M	+$7.11M	9	14.81%	Increased
960	Woodline Partners San Francisco, California	$107M	+$65.6M	4	3.49%	Increased
961	Nichols & Pratt Advisers Boston, Massachusetts	$107M	-$1.42M	5	9.21%	Reduced
962	CCM CAAS Capital Management New York	$106M	+$91.5M	8	2.47%	Increased
963	World Asset Management Detroit, Michigan	$106M	-$1.12M	13	11.07%	Reduced
964	Brown Advisory Securities Baltimore, Maryland	$106M	-$1.09M	7	21.51%	Reduced
965	UAM UAS Asset Management New York	$106M	-$128K	3	32.24%	Reduced
966	Voya Financial Advisors Windsor, Connecticut	$105M	+$2.01M	8	5.23%	Increased
967	Kintegral Advisory New York	$105M	-$3.4M	6	15.88%	Reduced
968	PCM Prime Capital Management Hong Kong	$105M	+$99.3M	1	20.18%	New
969	VCM Violich Capital Management San Francisco, California	$105M	-$4.37M	5	22.02%	Reduced
970	Alerus Financial Grand Forks, North Dakota	$104M	-$1.69M	5	11.75%	Reduced
971	Cubist Systematic Strategies Stamford, Connecticut	$104M	-$7.26M	23	1.54%	Reduced
972	Calamos Wealth Management Naperville, Illinois	$104M	+$1.46M	7	11.91%	Increased
973	Traynor Capital Management Malvern, Pennsylvania	$104M	+$2.4M	6	23.81%	Increased
974	TD Private Client Wealth New York	$104M	-$6M	16	5.8%	Reduced
975	Blue Whale Capital London, United Kingdom	$103M	+$13.9M	3	19.88%	Increased