← 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
251	JP Morgan Private Wealth Advisors San Francisco, California	$482M	+$73.2M	13	4.61%	Increased
252	IVA International Value Advisers	$480M	-$63.3M	4	13.89%	Reduced
253	AC Alleghany Corporation New York	$478M	+$92M	2	17.63%	Increased
254	Mackenzie Financial Toronto Ontario, Ontario, Canada	$471M	+$58.2M	9	4.27%	Increased
255	Aristotle Capital Management Los Angeles, California	$471M	+$13.9M	2	5.46%	Increased
256	Stifel Financial St. Louis, Missouri	$466M	-$239M	11	2.48%	Reduced
257	Comerica Bank Dallas, Texas	$463M	+$10.8M	11	4.14%	Increased
258	Findlay Park Partners London, United Kingdom	$463M	-$38.6M	1	5.26%	Reduced
259	M&T Bank Buffalo, New York	$462M	-$17.1M	13	3.13%	Reduced
260	Sarasin & Partners London, United Kingdom	$462M	-$18.3M	5	7.53%	Reduced
261	Nisa Investment Advisors St. Louis, Missouri	$456M	+$5.04M	12	6.56%	Increased
262	Burgundy Asset Management Toronto, Ontario, Canada	$454M	-$45.2M	2	4.72%	Reduced
263	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$451M	-$41.9M	6	8.92%	Reduced
264	Two Sigma Advisers New York	$448M	+$98.5M	16	2.51%	Increased
265	Appaloosa LP Short Hills, New Jersey	$447M	+$430M	1	7.91%	New
266	PIA Piedmont Investment Advisors Durham, North Carolina	$447M	-$6.7M	8	9.4%	Reduced
267	Arizona State Retirement System Phoenix, Arizona	$444M	+$2.01M	11	5.78%	Increased
268	Suntrust Banks Atlanta, Georgia	$443M	-$5.28M	9	2.74%	Reduced
269	Gulf International Bank (UK) London, United Kingdom	$442M	+$1.24M	12	7.47%	Increased
270	VFA Virtus Fund Advisers Hartford, Connecticut	$441M	+$19.9M	7	3.9%	Increased
271	SCM Steadfast Capital Management New York	$435M	-$105M	3	10.44%	Reduced
272	Fundsmith LLP London, United Kingdom	$434M	+$17.2M	1	9.35%	Increased
273	Zurich Cantonal Bank Zurich, Switzerland	$433M	+$17.6M	13	5.49%	Increased
274	DnB Asset Management Oslo, Norway	$432M	-$52.7M	10	9.03%	Reduced
275	HCM Holland Capital Management Chicago, Illinois	$432M	-$7.06M	4	11.44%	Reduced