← 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
1026	Cobblestone Capital Advisors Rochester, New York	$54.6M	-$446K	8	5.43%	Reduced
1027	IVMX Institutional Venture Management XIV Menlo Park, California	$54.5M	+$57.3M	1	18.68%	New
1028	Reynders McVeigh Capital Management Boston, Massachusetts	$54.5M	-$3.65M	8	7.15%	Reduced
1029	Brinker Capital Berwyn, Pennsylvania	$54.5M	-$1.97M	10	2.12%	Reduced
1030	SC Stralem & Co New York	$54.5M	-$16.4M	3	9.25%	Reduced
1031	PCP Polunin Capital Partners London, United Kingdom	$54.4M	+$45.9M	1	19.58%	New
1032	TAM Tyers Asset Management Austin, Texas	$54.4M	+$1.24M	6	1.9%	Increased
1033	Halsey Associates New Haven, Connecticut	$54.3M	+$2.83M	5	9.28%	Increased
1034	NAYA Capital Management (UK) London, United Kingdom	$54.1M	-$7.46M	1	7.7%	Reduced
1035	Parthenon LLC Louisville, Kentucky	$53.7M	-$557K	4	12.11%	Reduced
1036	BCM Bares Capital Management Austin, Texas	$53.7M	+$11.1M	1	2.24%	Increased
1037	Parsons Capital Management Providence, Rhode Island	$53.5M	-$756K	7	5.96%	Reduced
1038	Summit Trail Advisors New York	$53.5M	+$47.2M	16	6.75%	New
1039	Farmers & Merchants Investments Inc Lincoln, Nebraska	$53.4M	+$1.29M	11	3.89%	Increased
1040	ArrowMark Colorado Holdings Denver, Colorado	$53.4M	-$6.07M	6	0.54%	Reduced
1041	VEPM Vista Equity Partners Management San Francisco, California	$53.3M	+$10.8M	4	6.06%	Increased
1042	ETrade Capital Management Arlington, Virginia	$53.2M	+$3.76M	10	1.7%	Increased
1043	River Road Asset Management Louisville, Kentucky	$53.1M	-$1.61M	2	1.01%	Reduced
1044	FCM Freshford Capital Management Rye Brook, New York	$53M	+$13.7M	1	9.77%	Increased
1045	AWCI Alpine Woods Capital Investors Purchase, New York	$52.9M	-$328K	5	2.64%	Reduced
1046	SAM Symphony Asset Management San Francisco, California	$52.9M	-$2.91M	6	5.38%	Reduced
1047	Carillon Tower Advisers St. Petersburg, Florida	$52.9M	+$51.4M	2	0.56%	New
1048	Middleton & Co Boston, Massachusetts	$52.4M	-$5.13M	6	8.8%	Reduced
1049	Front Barnett Associates Chicago, Illinois	$52.2M	-$1.01M	6	8.66%	Reduced
1050	HCMT Highland Capital Management (Texas) Dallas, Texas	$52.2M	+$11.1M	6	2.4%	Increased