← 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
976	Tran Capital Management San Rafael, California	$154M	-$5.27M	3	17.92%	Reduced
977	PI Pennant Investors Summit, New Jersey	$154M	$0	3	33.57%	Maintained
978	Keystone Investors Singapore	$154M	+$18.4M	5	12.95%	Increased
979	Jones Financial Companies Des Peres, Missouri	$153M	+$3.47M	15	0.23%	Increased
980	Avity Investment Management Greenwich, Connecticut	$152M	+$2.31M	6	13.66%	Increased
981	SignatureFD Atlanta, Georgia	$152M	+$7.01M	28	3.51%	Increased
982	Parallax Volatility Advisers San Francisco, California	$152M	-$50.5M	16	0.31%	Reduced
983	Blue Pool Management Causeway Bay, Hong Kong	$152M	+$156M	1	59.61%	New
984	GAMCO Investors Greenwich, Connecticut	$151M	-$3.4M	11	1.61%	Reduced
985	Clough Capital Partners Boston, Massachusetts	$151M	+$12M	3	16.69%	Increased
986	Suvretta Capital Management New York	$151M	-$48M	3	6.82%	Reduced
987	Bragg Financial Advisors Charlotte, North Carolina	$151M	-$573K	6	7.17%	Reduced
988	Granite Investment Partners El Segundo, California	$150M	-$477K	6	5.85%	Reduced
989	Kadensa Capital Central, Hong Kong	$150M	+$17.5M	4	37.87%	Increased
990	Levin Capital Strategies New York	$150M	-$5.17M	6	16.19%	Reduced
991	Axxcess Wealth Management Carlsbad, California	$150M	+$18.9M	9	4.36%	Increased
992	Parsons Capital Management Providence, Rhode Island	$150M	+$2.08M	8	10.7%	Increased
993	Brandes Investment Partners La Jolla, California	$149M	+$31.5M	3	2.27%	Increased
994	Brookstone Capital Management Wheaton, Illinois	$149M	+$4.85M	9	2.9%	Increased
995	GA GuoLine Advisory Singapore	$149M	$0	2	23.6%	Maintained
996	Kintegral Advisory New York	$149M	-$2.04M	9	16.5%	Reduced
997	Taurus Asset Management New York	$149M	-$1.66M	5	16.09%	Reduced
998	Sawgrass Asset Management Ponte Vedra Beach, Florida	$149M	-$5M	6	16.77%	Reduced
999	YHB Investment Advisors West Hartford, Connecticut	$148M	-$11.6M	6	14.38%	Reduced
1000	CSNH Crow's Nest Holdings Richmond, Virginia	$148M	-$25M	2	33.08%	Reduced