← 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
1151	Coerente Capital Management Toronto, Ontario, Canada	$114M	-$1.69M	4	21.53%	Reduced
1152	Origin Asset Management London, United Kingdom	$114M	+$1.18M	1	26.83%	Increased
1153	Maj Invest Holding A/S Copenhagen K, Denmark	$113M	+$139M	2	1.84%	Increased
1154	Penn Davis McFarland Dallas, Texas	$113M	-$798K	4	19.21%	Reduced
1155	ARS Investment Partners New York	$113M	-$6.52M	7	10.39%	Reduced
1156	Baker Avenue Asset Management San Francisco, California	$113M	+$4.58M	7	5.66%	Increased
1157	Newbrook Capital Advisors New York	$113M	-$6.96M	2	8.81%	Reduced
1158	Colonial Trust Advisors Spartanburg, South Carolina	$113M	-$2.55M	7	12.6%	Reduced
1159	Seizert Capital Partners Birmingham, Michigan	$112M	-$24.7M	4	5.03%	Reduced
1160	Sabadell Asset Management Sant Cugat Del Valles, Spain	$112M	+$3.19M	7	17.97%	Increased
1161	Appleton Partners Boston, Massachusetts	$112M	+$2M	7	8.44%	Increased
1162	Integrated Wealth Concepts Waltham, Massachusetts	$112M	-$3.14M	15	3.33%	Reduced
1163	Sepio Capital Salt Lake City, Utah	$112M	-$6.54M	11	8.27%	Reduced
1164	SignatureFD Atlanta, Georgia	$112M	+$6.62M	33	3.44%	Increased
1165	PAM Private Asset Management San Diego, California	$112M	-$3.98M	7	13.71%	Reduced
1166	Wedgewood Partners St Louis, Missouri	$111M	-$1.35M	3	14.8%	Reduced
1167	Rockland Trust Hanover, Massachusetts	$111M	-$2M	6	7.1%	Reduced
1168	DDD Partners Bellevue, Washington	$111M	+$1.71M	7	15.28%	Increased
1169	Bell Asset Management Melbourne, Australia	$111M	-$3.59M	4	17.96%	Reduced
1170	Beese Fulmer Investment Management Canton, Ohio	$111M	-$229K	6	11.58%	Reduced
1171	Bristol Gate Capital Partners Toronto, Ontario, Canada	$111M	+$579K	1	4.98%	Increased
1172	Waters Parkerson & Co New Orleans, Louisiana	$111M	-$3.13M	6	5.84%	Reduced
1173	SCA Sander Capital Advisors Seattle, Washington	$110M	+$19.4M	4	44.51%	Increased
1174	SCS Capital Management Boston, Massachusetts	$110M	+$2.09M	3	2.42%	Increased
1175	ACR Alpine Capital Research St. Louis, Missouri	$110M	+$757K	2	5.92%	Increased