← 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
1051	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$52.1M	-$7.37M	3	9.91%	Reduced
1052	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$52M	-$17M	1	20.56%	Reduced
1053	SCPM Social Capital PEP Management Palo Alto, California	$52M	+$49.5M	2	32.39%	New
1054	Meiji Yasuda Life Insurance Tokyo, Japan	$51.9M	-$175K	8	7.15%	Reduced
1055	Night Owl Capital Management Greenwich, Connecticut	$51.9M	+$66.9K	4	24.16%	Increased
1056	Baskin Financial Services Toronto, Ontario, Canada	$51.8M	-$1.19M	4	9.82%	Reduced
1057	Destination Wealth Management Walnut Creek, California	$51.7M	+$426K	6	3.14%	Increased
1058	ARTA A.R.T. Advisors New York	$51.6M	-$7.07M	8	2.29%	Reduced
1059	PAM Private Asset Management San Diego, California	$51.4M	-$1.46M	7	8.17%	Reduced
1060	CapWealth Advisors Franklin, Tennessee	$51.2M	+$5.26M	6	9.22%	Increased
1061	Eagle Global Advisors Houston, Texas	$51.2M	+$6.68M	7	1.6%	Increased
1062	UAM UAS Asset Management New York	$51.1M	-$4.98M	5	23.69%	Reduced
1063	Main Street Research Lakeville, Connecticut	$51M	+$1.14M	6	7.77%	Increased
1064	RegentAtlantic Capital Morristown, New Jersey	$50.9M	-$766K	10	4.17%	Reduced
1065	AAM Amerigo Asset Management George Town, Cayman Islands	$50.9M	+$53.5M	1	6.02%	New
1066	CI Cooper Investors Melbourne, Victoria, Australia	$50.9M	+$22M	2	6.33%	Increased
1067	Hikari Power Tokyo, Japan	$50.8M	+$654K	2	6%	Increased
1068	LCM Lomas Capital Management New York	$50.8M	-$33.6M	2	10.23%	Reduced
1069	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$50.8M	-$2.2M	7	8.11%	Reduced
1070	RCM Roystone Capital Management New York	$50.7M	-$6.67M	2	4.95%	Reduced
1071	NC Nightview Capital Austin, Texas	$50.5M	+$47.5M	1	18.76%	New
1072	MAI Capital Management Independence, Ohio	$50.5M	+$2.85M	7	2.87%	Increased
1073	FAB First American Bank Dundee, Illinois	$50.2M	-$59.7K	7	3.81%	Reduced
1074	CPH C Partners Holding Zurich, Switzerland	$50.2M	-$37.2M	7	20.49%	Reduced
1075	TM Tikvah Management Charlotte, North Carolina	$50.1M	$0	3	20.14%	Maintained