← 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	Factory Mutual Insurance Waltham, Massachusetts	$1.02B	-$89.5M	6	12.18%	Reduced
227	Berkshire Hathaway Omaha, Nebraska	$1.02B	+$101M	1	0.49%	Increased
228	Marshall Wace North America New York	$1.01B	+$172M	13	6.28%	Increased
229	Acadian Asset Management Boston, Massachusetts	$1.01B	-$40.4M	15	4.85%	Reduced
230	Sculptor Capital New York	$1,000M	+$302M	4	5.28%	Increased
231	Glenview Capital Management New York	$999M	-$300M	3	9.06%	Reduced
232	Pzena Investment Management New York	$994M	-$41.2M	3	5.24%	Reduced
233	British Columbia Investment Management Victoria, British Columbia, Canada	$993M	+$5.67M	14	8.69%	Increased
234	LPL Financial San Diego, California	$991M	+$31.7M	21	2.11%	Increased
235	State of Michigan Retirement System Lansing, Michigan	$987M	-$99.8M	13	8.93%	Reduced
236	Mawer Investment Management Calgary, Alberta, Canada	$976M	+$178M	6	6.31%	Increased
237	MG Meritage Group San Francisco, California	$976M	$0	4	17.06%	Maintained
238	Victory Capital Management San Antonio, Texas	$975M	+$108M	16	1.97%	Increased
239	CIBC World Markets New York	$973M	+$42.1M	10	7.5%	Increased
240	Nisa Investment Advisors St. Louis, Missouri	$969M	-$10.1M	16	9.2%	Reduced
241	Glenmede Trust Philadelphia, Pennsylvania	$946M	-$93.8M	20	4.15%	Reduced
242	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$945M	+$34.9M	2	26.75%	Increased
243	Lord, Abbett & Co Jersey City, New Jersey	$944M	-$152M	10	3.07%	Reduced
244	GGHC Gilder Gagnon Howe & Co New York	$924M	-$54.8M	9	9.32%	Reduced
245	Axiom Investors Greenwich, Connecticut	$913M	+$48.2M	5	25%	Increased
246	Millennium Management New York	$898M	-$353M	20	1.35%	Reduced
247	ING Group Amsterdam, Netherlands	$888M	+$89.3M	10	15.48%	Increased
248	Commonwealth Equity Services Waltham, Massachusetts	$886M	+$14.9M	18	3.9%	Increased
249	CIBC World Market Toronto, Ontario, Canada	$883M	+$268M	15	3.91%	Increased
250	Jupiter Investment Management London, United Kingdom	$866M	+$153M	10	8.84%	Increased