← 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	UG Investment Advisers Taipei, Taiwan	$199M	-$36.2M	1	45.91%	Reduced
1152	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$199M	+$196M	1	3.3%	Increased
1153	Robertson Stephens Wealth Management San Francisco, California	$198M	+$45.8M	10	5.17%	Increased
1154	Provident Investment Management Novi, Michigan	$198M	-$5.48M	5	18.04%	Reduced
1155	Pittenger & Anderson Inc Lincoin, Nebraska	$198M	-$3.49M	12	7.61%	Reduced
1156	Levin Capital Strategies New York	$198M	-$825K	6	17.06%	Reduced
1157	Act Two Investors Santa Cruz, California	$198M	-$6.07M	5	35.53%	Reduced
1158	Cyndeo Wealth Partners St. Petersburg, Florida	$197M	+$3.6M	6	10.64%	Increased
1159	Wedge Capital Management Charlotte, North Carolina	$197M	-$33.2M	7	3.53%	Reduced
1160	MCI McDonald Capital Investors Orinda, California	$197M	-$9.9M	3	12.05%	Reduced
1161	MPM MBB Public Markets Chicago, Illinois	$196M	+$18.8M	3	20.53%	Increased
1162	KMG Fiduciary Partners Toledo, Ohio	$196M	-$7.33M	8	13.94%	Reduced
1163	TBBL True Blue (BVI) Ltd Road Town, Tortola,	$195M	$0	3	83.91%	Maintained
1164	Lavaca Capital Houston, Texas	$195M	+$51.4M	10	31.45%	Increased
1165	Engineers Gate Manager New York	$194M	-$69.9M	26	2.3%	Reduced
1166	Bronte Capital Management Bondi Junction, Australia	$194M	-$6.31M	2	19.38%	Reduced
1167	Woodstock Corp Boston, Massachusetts	$194M	-$212K	8	16.66%	Reduced
1168	Lyell Wealth Management Menlo Park, California	$194M	+$10.5M	8	14.05%	Increased
1169	Grace & Mercy Foundation New York	$194M	-$21.2M	3	43.82%	Reduced
1170	YCG LLC Austin, Texas	$194M	-$70.7M	3	14.62%	Reduced
1171	Nixon Peabody Trust Boston, Massachusetts	$193M	-$5.73M	7	14.65%	Reduced
1172	Senator Investment Group New York	$193M	-$71.1M	3	7.75%	Reduced
1173	FJ Investments Salt Lake City, Utah	$193M	+$98.3K	2	12.17%	Increased
1174	AlTi Global New York	$193M	-$4.83M	9	4.13%	Reduced
1175	Tamar Securities Woodland Hills, California	$192M	+$1.02M	7	20.31%	Increased