← 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	Commonwealth Equity Services Waltham, Massachusetts	$1.86B	-$7.22M	26	5.26%	Reduced
227	William Blair Investment Management Chicago, Illinois	$1.85B	-$114M	9	5.98%	Reduced
228	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.84B	+$221M	18	12.08%	Increased
229	Brown Brothers Harriman & Co New York	$1.83B	-$238M	19	11.68%	Reduced
230	Vontobel Holding Zurich, Switzerland	$1.83B	+$48.2M	22	13.56%	Increased
231	Longview Partners St Peter Port, Guernsey	$1.81B	-$431M	2	9.61%	Reduced
232	Aristotle Capital Management Los Angeles, California	$1.79B	+$126M	1	3.66%	Increased
233	Natixis Advisors Boston, Massachusetts	$1.74B	+$99.4M	14	9.07%	Increased
234	Banque Pictet & Cie Geneva 73, Switzerland	$1.71B	-$29.9M	10	21.93%	Reduced
235	Epoch Investment Partners New York	$1.65B	-$206M	7	7.74%	Reduced
236	Jensen Investment Management Lake Oswego, Oregon	$1.65B	-$148M	4	13.24%	Reduced
237	Boston Partners Boston, Massachusetts	$1.62B	+$95.5M	12	2.17%	Increased
238	LSV Asset Management Chicago, Illinois	$1.61B	-$121M	9	2.74%	Reduced
239	State of Michigan Retirement System Lansing, Michigan	$1.59B	+$22.2M	12	10.08%	Increased
240	Rockefeller Capital Management New York	$1.59B	-$6.93M	27	10.78%	Reduced
241	Nisa Investment Advisors St. Louis, Missouri	$1.59B	-$182M	22	10.09%	Reduced
242	Renaissance Technologies New York	$1.59B	-$146M	22	1.98%	Reduced
243	Osaic Holdings Scottsdale, Arizona	$1.55B	+$64.4M	36	3.74%	Increased
244	Calamos Advisors Naperville, Illinois	$1.54B	+$64.4M	12	8.42%	Increased
245	AIM Allen Investment Management New York	$1.54B	+$16.7M	8	23.6%	Increased
246	Westfield Capital Management Boston, Massachusetts	$1.51B	-$124M	8	9.41%	Reduced
247	Two Sigma Investments New York	$1.5B	+$228M	20	3.89%	Increased
248	BAMCO Inc New York	$1.49B	+$185M	9	3.68%	Increased
249	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.46B	+$9.45M	7	7.22%	Increased
250	Fort Washington Investment Advisors Cincinnati, Ohio	$1.46B	+$30.2M	8	14.11%	Increased