← 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	CC Criteria Caixa Barcelona, Spain	$210M	$0	3	29.91%	Maintained
952	Frontier Capital Management Boston, Massachusetts	$209M	+$74.6M	4	1.99%	Increased
953	Brandes Investment Partners La Jolla, California	$209M	-$10.7M	3	2.33%	Reduced
954	Foundations Investment Advisors Phoenix, Arizona	$209M	+$36.6M	9	4.02%	Increased
955	Academy Capital Management Waco, Texas	$208M	+$6.05K	5	33.99%	Increased
956	Moors & Cabot Boston, Massachusetts	$207M	+$4.21M	9	9.85%	Increased
957	Cincinnati Financial Corp Fairfield, Ohio	$207M	-$64.4M	1	4.54%	Reduced
958	Weitz Investment Management Omaha, Nebraska	$207M	-$8.72M	4	10.67%	Reduced
959	Avenir Corporation Alexandria, Virginia	$207M	-$10.1M	4	21.17%	Reduced
960	Bronte Capital Management Bondi Junction, Australia	$207M	-$69.8M	2	16.31%	Reduced
961	Edgemoor Investment Advisors Bethesda, Maryland	$206M	-$4.31M	6	18.16%	Reduced
962	Voleon Capital Management Berkeley, California	$206M	+$198M	7	15.27%	New
963	Letko, Brosseau & Associates Montreal, Quebec, Canada	$206M	-$1.94M	4	3.97%	Reduced
964	MA Mutual Advisors Omaha, Nebraska	$205M	-$7.55M	13	5.93%	Reduced
965	FAB First American Bank Dundee, Illinois	$205M	+$395K	5	14.43%	Increased
966	Generate Investment Management Auckland, New Zealand	$204M	+$8.19M	5	14.27%	Increased
967	SCS Capital Management Boston, Massachusetts	$204M	-$11M	4	4.2%	Reduced
968	Northeast Financial Consultants Westport, Connecticut	$204M	+$1.25M	7	8.59%	Increased
969	Wealthspire Advisors (New York) New York	$203M	+$10.2M	9	2.02%	Increased
970	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$202M	$0	3	1.73%	Maintained
971	Hardman Johnston Global Advisors Stamford, Connecticut	$202M	+$21.5M	5	8.35%	Increased
972	Cumberland Partners Toronto, Ontario, Canada	$202M	+$9.7M	6	14.1%	Increased
973	Independent Financial Group San Diego, California	$202M	+$11.9M	14	6.7%	Increased
974	Cortland Associates St Louis, Missouri	$201M	-$2.55M	5	22.87%	Reduced
975	SouthState Corp Winter Haven, Florida	$201M	+$11.3M	12	13.16%	Increased