← 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
301	GA Geneva Advisors Chicago, Illinois	$364M	+$19.3M	8	7.32%	Increased
302	SCM Suvretta Capital Management New York	$364M	+$111M	3	13.77%	Increased
303	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$364M	+$7.82M	10	7.67%	Increased
304	NM NWI Management New York	$362M	+$112M	3	22.6%	Increased
305	Sustainable Growth Advisers Stamford, Connecticut	$359M	-$44.8M	4	7.89%	Reduced
306	AEGON Asset Management (UK) Edinburgh, United Kingdom	$356M	-$115M	8	10.73%	Reduced
307	HighTower Advisors Chicago, Illinois	$352M	+$170K	14	1.15%	Increased
308	Banque Pictet & Cie Geneva 73, Switzerland	$352M	+$14.1M	7	9.18%	Increased
309	BRC Blue Ridge Capital New York	$351M	+$73.6M	2	4.26%	Increased
310	Jupiter Investment Management London, United Kingdom	$351M	+$98.9M	9	7.18%	Increased
311	ExxonMobil Investment Management Irving, Texas	$347M	+$24.5M	10	7.9%	Increased
312	FC Fairpointe Capital Chicago, Illinois	$345M	-$39.1M	5	7.16%	Reduced
313	Martingale Asset Management Boston, Massachusetts	$341M	+$28.8M	9	6.74%	Increased
314	Mawer Investment Management Calgary, Alberta, Canada	$340M	-$28M	3	3.94%	Reduced
315	CCM Cornerstone Capital Management Edina, Minnesota	$338M	-$24M	3	14.75%	Reduced
316	Farallon Capital Management San Francisco, California	$337M	+$113M	2	3.23%	Increased
317	Fiera Capital (Canada) Montreal, Quebec, Canada	$335M	+$1.05M	8	2.46%	Increased
318	Fjarde Ap-fonden Stockholm, Sweden	$328M	+$37.3M	11	7.6%	Increased
319	Comgest Global Investors Paris, France	$319M	-$33.5M	6	10.86%	Reduced
320	CAM ClariVest Asset Management San Diego, California	$319M	-$32.2M	10	9.64%	Reduced
321	Letko, Brosseau & Associates Montreal, Quebec, Canada	$317M	+$1.51M	4	3.13%	Increased
322	Envestnet Asset Management Chicago, Illinois	$315M	+$3.71M	13	1.36%	Increased
323	John W. Bristol & Co New York	$315M	-$10.9M	4	8.51%	Reduced
324	Point72 Asset Management Stamford, Connecticut	$314M	-$46.7M	5	2.41%	Reduced
325	PC Passport Capital San Francisco, California	$310M	-$155M	5	5.04%	Reduced