← 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
276	TGA Trilogy Global Advisors Winter Park, Florida	$424M	-$10.3M	5	11.7%	Reduced
277	KCM Kensico Capital Management Greenwich, Connecticut	$419M	+$7.98M	1	8.44%	Increased
278	Cornerstone Investment Partners Atlanta, Georgia	$417M	-$13M	5	13.53%	Reduced
279	Two Sigma Investments New York	$417M	+$22.7M	14	1.99%	Increased
280	GH GAM Holding Zurich, Switzerland	$415M	+$5.51M	12	6.91%	Increased
281	Axiom Investors Greenwich, Connecticut	$414M	+$41.4M	5	12.88%	Increased
282	Natixis Advisors Boston, Massachusetts	$410M	+$48.5M	11	6.14%	Increased
283	Atalanta Sosnoff Capital New York	$407M	-$73.8M	8	12.8%	Reduced
284	Tocqueville Asset Management New York	$407M	-$8.38M	9	5.39%	Reduced
285	Virginia Retirement System Richmond, Virginia	$405M	+$382M	10	5.87%	New
286	MC Montag & Caldwell Atlanta, Georgia	$404M	+$148M	3	7.42%	Increased
287	Institutional Capital Chicago, Illinois	$404M	-$76.7M	1	4.3%	Reduced
288	Baird Financial Group Milwaukee, Wisconsin	$403M	+$52.1M	9	3.86%	Increased
289	KBC Group Brussels, Belgium	$403M	+$81.4M	12	6.69%	Increased
290	Ruffer LLP London, United Kingdom	$401M	-$17.8M	4	16.74%	Reduced
291	LPL Financial San Diego, California	$395M	+$28M	12	1.1%	Increased
292	C WorldWide Group Copenhagen, Denmark	$384M	+$8.7M	3	7.44%	Increased
293	Nomura Asset Management Tokyo, Japan	$384M	+$68.4M	13	7.31%	Increased
294	Employees Retirement System of Texas Austin, Texas	$378M	+$5.07M	12	5.21%	Increased
295	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$377M	+$6.03M	12	4.89%	Increased
296	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$376M	+$16.9M	11	4.22%	Increased
297	Orbis Allan Gray Hamilton, Bermuda	$375M	+$353M	5	3.04%	New
298	South Dakota Investment Council Sioux Falls, South Dakota	$373M	-$13.9M	7	8.15%	Reduced
299	GX Greylock XIII Menlo Park, California	$367M	$0	1	99.93%	Maintained
300	Employees Provident Fund Board Shah Alam, Malaysia	$366M	-$78.6M	5	15.62%	Reduced