← 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
1551	Greenoaks Capital Partners Orinda, California	$74.4M	-$2.5M	2	6.13%	Reduced
1552	TCV Trust & Wealth Management Richmond, Virginia	$74.3M	-$1.44M	6	7.11%	Reduced
1553	James Investment Research Alpha, Ohio	$74.2M	-$3.43M	3	8.82%	Reduced
1554	IP Interval Partners New York	$74.2M	-$47.8M	2	2.08%	Reduced
1555	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$74.1M	+$30M	3	11.42%	Increased
1556	Hamilton Wealth Encino, California	$74M	+$2.55M	4	23.1%	Increased
1557	Jackson Wealth Management Lake Mary, Florida	$74M	+$5.58M	4	9.25%	Increased
1558	Verdence Capital Advisors Hunt Valley, Maryland	$74M	-$2.77M	7	6.73%	Reduced
1559	Nexus Investment Management Toronto, Ontario, Canada	$73.8M	-$5.48K	3	7.11%	Reduced
1560	Stratos Wealth Advisors Beachwood, Ohio	$73.8M	-$5.04M	7	4.37%	Reduced
1561	AO Allen Operations New York	$73.7M	$0	3	13.99%	Maintained
1562	Parsifal Capital Management Greenwich, Connecticut	$73.6M	-$57.7M	1	5.08%	Reduced
1563	NTIC Napean Trading & Investment Company Singapore	$73.6M	+$11.6M	6	18%	Increased
1564	CX Institutional Auburn, Indiana	$73.6M	+$1.99M	9	3.55%	Increased
1565	FourThought Financial Partners Venice, Florida	$73.6M	-$143K	7	8.43%	Reduced
1566	SC Shellback Capital Boston, Massachusetts	$73.5M	-$41.4M	4	4.94%	Reduced
1567	WCG Wealth Advisors Las Vegas, Nevada	$73.4M	-$23.5M	6	6.13%	Reduced
1568	CRB Chad R. Baker	$73.3M	-$5.18K	5	15.61%	Reduced
1569	Cigna Investments Bloomfield, Connecticut	$73.3M	-$394K	11	13.79%	Reduced
1570	Optiver Holding Amsterdam, Netherlands	$73.1M	-$101M	5	0.04%	Reduced
1571	Hamilton Capital Partners (Canada) Toronto,	$73M	+$22.9M	3	8.84%	Increased
1572	Taikang Asset Management (HK) Hong Kong	$73M	-$18.4M	5	15.38%	Reduced
1573	Sepio Capital Salt Lake City, Utah	$72.9M	-$4.98M	10	6.26%	Reduced
1574	Sand Hill Global Advisors Palo Alto, California	$72.9M	-$1.32M	6	3.46%	Reduced
1575	Icon Wealth Advisors Houston, Texas	$72.9M	+$10.3M	9	6.77%	Increased