← 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
1076	Cumberland Partners Toronto, Ontario, Canada	$218M	+$15M	5	14.09%	Increased
1077	Tremblant Capital Group West Palm Beach, Florida	$218M	+$24.7M	3	6.25%	Increased
1078	Tower Research Capital (TRC) New York	$217M	-$28.3M	44	5.33%	Reduced
1079	SCI S&CO Inc Boston, Massachusetts	$217M	+$3.25M	7	12.52%	Increased
1080	FJ Investments Salt Lake City, Utah	$216M	+$112K	2	11.75%	Increased
1081	Knights of Columbus Asset Advisors New Haven, Connecticut	$216M	+$8.42M	15	10.84%	Increased
1082	Ostrum Asset Management Paris, France	$216M	+$3.02M	15	10.42%	Increased
1083	GC Wealth Management RIA Cambridge, Massachusetts	$216M	-$245M	9	12.46%	Reduced
1084	Beese Fulmer Investment Management Canton, Ohio	$216M	-$173K	11	12.46%	Reduced
1085	Thrive Capital Management (New York) New York	$215M	+$227M	1	5.66%	New
1086	Pallas Capital Advisors Braintree, Massachusetts	$215M	+$7.7M	25	6.61%	Increased
1087	Rubric Capital Management (New York) New York	$215M	+$76.6M	1	1.97%	Increased
1088	Hancock Prospecting West Perth, Australia	$214M	$0	3	3.75%	Maintained
1089	Sienna Gestion Paris, France	$214M	+$97M	6	12.52%	Increased
1090	Dorsey & Whitney Trust Sioux Falls, South Dakota	$213M	+$3.33M	14	10.39%	Increased
1091	Main Street Research Lakeville, Connecticut	$213M	+$3.65M	5	10.06%	Increased
1092	C Chescapmanager Baltimore, Maryland	$213M	+$80.9M	3	18.1%	Increased
1093	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$212M	+$16.9M	5	10.2%	Increased
1094	Weitz Investment Management Omaha, Nebraska	$212M	-$28.8M	4	14.66%	Reduced
1095	General Pension Society PZU Joint Stock Warsaw, Poland	$212M	+$3.29M	4	31.66%	Increased
1096	China Universal Asset Management Company Shanghai, China	$212M	+$21M	12	12.65%	Increased
1097	Value Partners Investments Winnipeg, Manitoba, Canada	$211M	+$5.01M	4	14.75%	Increased
1098	Advanced Micro Devices Santa Clara, California	$211M	+$187M	1	16.07%	New
1099	Washington Trust Advisors Wellesley, Massachusetts	$211M	-$8.73M	14	15.64%	Reduced
1100	Caisse Des Depots Et Consignations Paris, France	$210M	-$2.5M	9	3.55%	Reduced