← 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
226	CCM Cantillon Capital Management New York	$667M	-$3.65M	2	9.42%	Reduced
227	Susquehanna International Group Bala Cynwyd, Pennsylvania	$667M	+$148M	14	0.32%	Increased
228	William Blair & Company Chicago, Illinois	$652M	+$12.6M	10	5.76%	Increased
229	Commerzbank Aktiengesellschaft Frankfurt, Germany	$650M	-$103M	10	10.47%	Reduced
230	Point72 Asset Management Stamford, Connecticut	$648M	+$32.2M	5	4.56%	Increased
231	Longview Partners St Peter Port, Guernsey	$648M	-$21.5M	1	4.19%	Reduced
232	DnB Asset Management Oslo, Norway	$645M	+$133M	11	12.68%	Increased
233	CIBC World Markets New York	$642M	+$343M	8	12.19%	Increased
234	Causeway Capital Management Los Angeles, California	$641M	+$49.6M	3	11.77%	Increased
235	Factory Mutual Insurance Waltham, Massachusetts	$638M	+$16M	7	7.89%	Increased
236	Federated Hermes Pittsburgh, Pennsylvania	$633M	-$81.1M	14	1.82%	Reduced
237	SSM Sound Shore Management Greenwich, Connecticut	$632M	-$33.3M	5	11.26%	Reduced
238	Victory Capital Management San Antonio, Texas	$632M	+$217M	13	1.77%	Increased
239	Mackenzie Financial Toronto Ontario, Ontario, Canada	$631M	+$13.8M	9	3.94%	Increased
240	EPCM Eton Park Capital Management New York	$628M	+$170M	5	10.95%	Increased
241	Institutional Capital Chicago, Illinois	$609M	+$253M	3	8.4%	Increased
242	Fort Washington Investment Advisors Cincinnati, Ohio	$595M	+$1.56M	7	10.64%	Increased
243	Fayez Sarofim & Co Houston, Texas	$592M	-$15.4M	6	3.22%	Reduced
244	Thomaspartners Boston, Massachusetts	$592M	+$34.3M	3	7.22%	Increased
245	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$590M	-$11.1M	6	11.24%	Reduced
246	Findlay Park Partners London, United Kingdom	$587M	+$47.5M	2	6.8%	Increased
247	JP Morgan Private Wealth Advisors San Francisco, California	$580M	-$1.18M	14	5.4%	Reduced
248	Nuveen Charlotte, North Carolina	$575M	-$18.3M	10	3.36%	Reduced
249	Fundsmith LLP London, United Kingdom	$573M	+$62M	2	7.83%	Increased
250	Marshall Wace London, United Kingdom	$571M	+$65.5M	13	4.06%	Increased