← 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	PIA Piedmont Investment Advisors Durham, North Carolina	$472M	-$22.4M	11	10.25%	Reduced
277	AL AJO LP Philadelphia, Pennsylvania	$470M	+$48.5M	7	2.01%	Increased
278	Baird Financial Group Milwaukee, Wisconsin	$465M	+$21.1M	9	4.17%	Increased
279	Suntrust Banks Atlanta, Georgia	$464M	-$6.48M	9	2.9%	Reduced
280	Tocqueville Asset Management New York	$462M	+$1.87M	8	5.54%	Increased
281	SIG Senator Investment Group New York	$461M	+$7.59M	2	6.07%	Increased
282	Sustainable Growth Advisers Stamford, Connecticut	$453M	+$42.6M	4	8.52%	Increased
283	VFA Virtus Fund Advisers Hartford, Connecticut	$449M	-$70M	8	3.98%	Reduced
284	Virginia Retirement Systems Richmond, Virginia	$441M	+$5.05M	9	6.38%	Increased
285	Employees Retirement System of Texas Austin, Texas	$441M	+$26.4M	12	5.95%	Increased
286	Marsico Capital Management Denver, Colorado	$438M	-$20.8M	3	16.35%	Reduced
287	TPI Tesco Pension Investment London, United Kingdom	$437M	+$436M	3	11.43%	New
288	Nomura Asset Management Tokyo, Japan	$434M	-$38.2M	12	7.79%	Reduced
289	Arizona State Retirement System Phoenix, Arizona	$433M	-$11.5M	11	6.57%	Reduced
290	GA Geneva Advisors Chicago, Illinois	$428M	-$522K	10	8.05%	Reduced
291	Hermes Investment Management London Uk, United Kingdom	$416M	+$100M	4	7.07%	Increased
292	IVA International Value Advisers	$413M	-$71.2M	5	12.22%	Reduced
293	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$413M	+$24.1M	12	4.47%	Increased
294	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$412M	-$21M	11	5.2%	Reduced
295	TGA Trilogy Global Advisors Winter Park, Florida	$410M	-$40.4M	5	13.58%	Reduced
296	Mawer Investment Management Calgary, Alberta, Canada	$409M	+$23.4M	3	4.29%	Increased
297	KCM Kensico Capital Management Greenwich, Connecticut	$407M	-$29.6M	1	7.45%	Reduced
298	Martingale Asset Management Boston, Massachusetts	$404M	+$3.72M	8	6.02%	Increased
299	HCM Hitchwood Capital Management New York	$403M	+$55.3M	2	12.33%	Increased
300	ExxonMobil Investment Management Irving, Texas	$399M	-$6.47M	10	8.31%	Reduced