← 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	Regal Partners Sydney, NSW, Australia	$117M	-$17.6M	1	19.81%	Reduced
952	Walleye Trading New York	$116M	-$178M	22	0.38%	Reduced
953	RIM Redpoint Investment Management Sydney, NSW, Australia	$116M	+$1.68M	14	13.76%	Increased
954	Rothschild & Co Wealth Management (UK) London, United Kingdom	$116M	+$123M	2	2.62%	New
955	Norris Perne & French Grand Rapids, Michigan	$116M	+$2.57M	7	11.12%	Increased
956	Welch Group Birmingham, Alabama	$116M	+$4.04M	7	7.06%	Increased
957	Taurus Asset Management New York	$116M	-$1.57M	4	14.26%	Reduced
958	Varenne Capital Partners Paris, France	$115M	+$2.96M	1	32.02%	Increased
959	Seizert Capital Partners Birmingham, Michigan	$115M	-$10.5M	5	6.12%	Reduced
960	Moors & Cabot Boston, Massachusetts	$115M	-$1.1M	10	8.29%	Reduced
961	TCA Taconic Capital Advisors New York	$115M	+$104M	5	3%	Increased
962	North Peak Capital Management New York	$115M	+$122M	1	16.14%	New
963	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$115M	+$21.8M	2	12.27%	Increased
964	Burney Company Reston, Virginia	$115M	-$4.79M	11	6.04%	Reduced
965	Philadelphia Trust Company Philadelphia, Pennsylvania	$115M	-$5.22M	7	11.78%	Reduced
966	Oslo Pensjonsforsikring Oslo,	$114M	$0	3	24.37%	Maintained
967	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$114M	+$120M	6	5.74%	New
968	Dakota Wealth Management Palm Beach Gardens, Florida	$114M	+$664K	6	10.47%	Increased
969	Chas P. Smith & Associates (CPS) Lakeland, Florida	$113M	+$9.8M	6	8.16%	Increased
970	APA American Portfolios Advisors Holbrook, New York	$113M	-$2.63M	34	4.64%	Reduced
971	HoyleCohen San Diego, California	$111M	-$1.61M	8	11.61%	Reduced
972	EWM Elite Wealth Management Kirkland, Washington	$111M	+$28.2M	6	16.79%	Increased
973	Todd Asset Management Louisville, Kentucky	$110M	-$2.44M	6	2.84%	Reduced
974	Thomasville National Bank Thomasville, Georgia	$110M	+$2.35M	5	12.17%	Increased
975	LGT Fund Management Vaduz, Liechtenstein	$110M	+$9.9M	6	16.16%	Increased