← 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	CIBC World Market Toronto, Ontario, Canada	$580M	-$7.38M	12	2.53%	Reduced
302	Tocqueville Asset Management New York	$580M	-$1.29M	9	7.35%	Reduced
303	Aristotle Capital Management Los Angeles, California	$579M	+$21.6M	1	3.56%	Increased
304	BAMCO Inc New York	$561M	+$12.5M	6	2.45%	Increased
305	MAMU Marathon Asset Management (UK) London, United Kingdom	$558M	+$1.21M	4	8.34%	Increased
306	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$556M	-$102M	14	8.53%	Reduced
307	Swiss Life Asset Management Zurich,	$552M	+$11.9M	10	8.26%	Increased
308	Thornburg Investment Management Santa Fe, New Mexico	$549M	-$55M	7	4.17%	Reduced
309	Employees Retirement System of Texas Austin, Texas	$545M	-$52.3M	12	7.34%	Reduced
310	Hosking Partners London, United Kingdom	$543M	+$2.09M	7	11.98%	Increased
311	SCM Steadfast Capital Management New York	$542M	+$6.15M	3	8.08%	Increased
312	Wolverine Trading Chicago, Illinois	$541M	-$326K	17	1.29%	Reduced
313	Xact Kapitalforvaltning Stockholm, Sweden	$539M	+$11.2M	16	11.44%	Increased
314	AL AJO LP Philadelphia, Pennsylvania	$536M	+$71.9M	10	2.47%	Increased
315	Barings Charlotte, North Carolina	$534M	+$46M	16	7.57%	Increased
316	SAM Southeastern Asset Management Memphis, Tennessee	$529M	-$26.1M	1	5.91%	Reduced
317	AWM Ashmore Wealth Management Wilmington, Delaware	$526M	-$46.2M	3	27.59%	Reduced
318	Employees Provident Fund Board Shah Alam, Malaysia	$526M	-$1.96M	5	14.27%	Reduced
319	SA SPO Advisory San Anselmo, California	$521M	-$3.26M	2	10.95%	Reduced
320	Capital Guardian Trust Los Angeles, California	$516M	-$7M	9	7.35%	Reduced
321	Norinchukin Bank Tokyo, Japan	$515M	+$56.7M	10	7.68%	Increased
322	Jacobs Levy Equity Management Florham Park, New Jersey	$513M	+$55.5M	11	8.06%	Increased
323	Oregon Public Employees Retirement Fund Tigard, Oregon	$512M	+$48.8M	11	7.53%	Increased
324	Atalanta Sosnoff Capital New York	$509M	+$808K	6	16.76%	Increased
325	Handelsbanken Fonder Stockholm, Sweden	$506M	-$33M	7	9.95%	Reduced