← 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	Point72 Asset Management Stamford, Connecticut	$713M	-$27.2M	6	3.75%	Reduced
302	CAM ClariVest Asset Management San Diego, California	$701M	-$51.9M	9	16.07%	Reduced
303	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$691M	+$6.6M	14	9.33%	Increased
304	Orbis Allan Gray Hamilton, Bermuda	$691M	-$88.3M	1	4.82%	Reduced
305	GCCM Green Court Capital Management Hong Kong	$688M	-$19M	1	69.51%	Reduced
306	WBC Westpac Banking Corp Sydney, Australia	$681M	-$16M	15	8.77%	Reduced
307	Banco Santander Madrid, Spain	$679M	+$61.1M	8	6.27%	Increased
308	CCM Cantillon Capital Management New York	$676M	-$49.6M	2	6.29%	Reduced
309	Mairs & Power Inc St Paul, Minnesota	$671M	-$1.26M	6	7.62%	Reduced
310	Employees Provident Fund Board Shah Alam, Malaysia	$664M	+$46.7M	4	14.03%	Increased
311	BAMCO Inc New York	$664M	+$11.7M	8	2.54%	Increased
312	Manning & Napier Group Fairport, New York	$661M	-$11.2M	8	7.14%	Reduced
313	Bahl & Gaynor Cincinnati, Ohio	$661M	-$19.3M	8	4.59%	Reduced
314	Janney Montgomery Scott Philadelphia, Pennsylvania	$646M	+$5.26M	15	4.24%	Increased
315	Sarasin & Partners London, United Kingdom	$637M	+$11.7M	5	9.74%	Increased
316	FAM Foxhaven Asset Management Charlottesville, Virginia	$637M	-$61M	3	30.2%	Reduced
317	MAMU Marathon Asset Management (UK) London, United Kingdom	$631M	-$41M	4	8.3%	Reduced
318	PineBridge Investments New York	$629M	+$44.5M	11	9.68%	Increased
319	Boston Trust Walden Boston, Massachusetts	$627M	-$12.5M	9	7.3%	Reduced
320	Troy Asset Management London, United Kingdom	$626M	+$5.88M	2	22.74%	Increased
321	SCGE Management Menlo Park, California	$622M	+$38.8M	4	25.13%	Increased
322	Parallax Volatility Advisers San Francisco, California	$619M	+$194M	17	0.71%	Increased
323	Norinchukin Bank Tokyo, Japan	$609M	-$47.1M	10	7.95%	Reduced
324	Arizona State Retirement System Phoenix, Arizona	$608M	-$944K	14	7.32%	Reduced
325	MLICM Metropolitan Life Insurance Company (MetLife) New York	$604M	-$4.96M	19	9.65%	Reduced