← 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	Comerica Bank Dallas, Texas	$820M	-$4.57M	16	5.73%	Reduced
252	Guggenheim Capital Chicago, Illinois	$818M	-$750M	17	5.46%	Reduced
253	CAM ClariVest Asset Management San Diego, California	$818M	+$14.5M	11	14.13%	Increased
254	PIM Platinum Investment Management Sydney Australia 2000, Australia	$811M	-$28.6M	6	19.15%	Reduced
255	GQG Partners Ft. Lauderdale, Florida	$809M	+$43.3M	5	19.3%	Increased
256	Orbis Allan Gray Hamilton, Bermuda	$800M	-$115M	2	4.44%	Reduced
257	Bank of Nova Scotia Toronto, Ontario, Canada	$783M	+$40.3M	14	4.3%	Increased
258	Victory Capital Management San Antonio, Texas	$777M	-$79.1M	14	1.65%	Reduced
259	Axiom Investors Greenwich, Connecticut	$770M	-$97.7M	5	23.17%	Reduced
260	CBT Capital Bank & Trust Irvine, California	$752M	+$12.4M	14	9.82%	Increased
261	NC Northern Cross Boston, Massachusetts	$744M	-$113M	1	13.14%	Reduced
262	Nuveen Charlotte, North Carolina	$738M	-$14.5M	13	4.64%	Reduced
263	Federated Hermes Pittsburgh, Pennsylvania	$735M	-$40.2M	14	2.15%	Reduced
264	CIBC World Markets New York	$732M	-$43.9M	11	6.32%	Reduced
265	Baird Financial Group Milwaukee, Wisconsin	$716M	+$16.5M	11	4.86%	Increased
266	LPL Financial San Diego, California	$714M	+$10.7M	19	1.88%	Increased
267	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$713M	-$2.32M	2	22.4%	Reduced
268	Assenagon Asset Management Senningerberg, Luxembourg	$710M	+$289M	9	8.19%	Increased
269	Manning & Napier Group Fairport, New York	$697M	-$36.6M	7	6.87%	Reduced
270	M&T Bank Buffalo, New York	$693M	-$12M	13	3.73%	Reduced
271	TPI Tesco Pension Investment London, United Kingdom	$684M	-$3.31M	4	17.79%	Reduced
272	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$682M	+$12.2M	7	4.08%	Increased
273	Fjarde Ap-fonden Stockholm, Sweden	$682M	-$15.7M	11	10.3%	Reduced
274	CCM Cantillon Capital Management New York	$667M	-$18.4M	2	7.18%	Reduced
275	Silver Lake Group Menlo Park, California	$666M	$0	1	19.68%	Maintained