← 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	Sarasin & Partners London, United Kingdom	$921M	-$6.48M	4	12.76%	Reduced
277	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$917M	+$1.04B	19	10.75%	New
278	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$916M	+$71.2M	13	7.72%	Increased
279	BI BlueSpruce Investments Chicago, Illinois	$914M	-$143M	2	18.69%	Reduced
280	Zurich Insurance Group Zurich, Switzerland	$913M	+$73.1M	3	14.26%	Increased
281	M&G Investment Management London, United Kingdom	$910M	+$15.1M	12	5.28%	Increased
282	Whale Rock Capital Management Boston, Massachusetts	$903M	-$158M	7	25.38%	Reduced
283	First Pacific Advisors El Segundo, California	$896M	-$8.9M	5	14.23%	Reduced
284	CIBC World Market Toronto, Ontario, Canada	$893M	+$20.4M	14	3.43%	Increased
285	Carmignac Gestion Paris, France	$890M	+$573M	6	19.13%	Increased
286	SCGE Management Menlo Park, California	$879M	-$20.5M	4	29.65%	Reduced
287	Virginia Retirement Systems Richmond, Virginia	$870M	+$993M	15	9.85%	New
288	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$848M	+$725M	3	16.22%	Increased
289	Credit Agricole Montrouge Cedex, France	$840M	+$731M	18	15.9%	Increased
290	Voloridge Investment Management Jupiter, Florida	$833M	+$176M	15	4.49%	Increased
291	GAM GuardCap Asset Management London, United Kingdom	$827M	-$3.83M	3	13.88%	Reduced
292	Farallon Capital Management San Francisco, California	$822M	+$163M	4	4.51%	Increased
293	Xponance Philadelphia, Pennsylvania	$814M	+$65.5M	19	15.65%	Increased
294	Holocene Advisors New York	$812M	+$73.7M	9	5.19%	Increased
295	Impax Asset Management Group London, United Kingdom	$811M	+$86.9M	8	4.17%	Increased
296	AEGON Asset Management (UK) Edinburgh, United Kingdom	$806M	-$2.96M	7	16.29%	Reduced
297	ESCM Echo Street Capital Management New York	$802M	+$117M	6	7.69%	Increased
298	Comgest Global Investors Paris, France	$802M	-$3.25M	4	17.64%	Reduced
299	Burgundy Asset Management Toronto, Ontario, Canada	$801M	-$10M	4	11.17%	Reduced
300	ING Group Amsterdam, Netherlands	$792M	-$294M	11	13.25%	Reduced