← 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	Guggenheim Capital Chicago, Illinois	$988M	-$125M	18	6.49%	Reduced
302	CBT Capital Bank & Trust Irvine, California	$986M	+$8.99M	7	11.71%	Increased
303	PineBridge Investments New York	$986M	+$57.6M	15	12.59%	Increased
304	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$982M	+$482M	2	24.42%	Increased
305	Första AP-fonden Stockholm, Sweden	$976M	-$3.82M	13	13.66%	Reduced
306	Sarasin & Partners London, United Kingdom	$972M	+$151M	4	11.46%	Increased
307	Artemis Investment Management Edinburgh, United Kingdom	$969M	+$119M	7	9.2%	Increased
308	CA Capitolis Advisors New York	$966M	+$114M	9	16.72%	Increased
309	Menora Mivtachim Holdings Ramat Gan, Israel	$963M	+$66.1M	4	15.78%	Increased
310	MUFG Securities EMEA London, United Kingdom	$957M	-$844M	8	7.74%	Reduced
311	Manning & Napier Group Fairport, New York	$947M	+$108M	8	8.03%	Increased
312	VMV Venrock Management V Palo Alto, California	$938M	$0	1	96.06%	Maintained
313	First Pacific Advisors El Segundo, California	$934M	-$158M	6	12.69%	Reduced
314	WBC Westpac Banking Corp Sydney, Australia	$933M	+$31.8M	15	10.3%	Increased
315	Railway Pension Investments London, United Kingdom	$929M	-$128M	9	8.59%	Reduced
316	Scotia Capital Toronto, Ontario, Canada	$923M	+$48.8M	13	7.49%	Increased
317	Marshall Wace London, United Kingdom	$915M	+$27.1M	21	4.2%	Increased
318	Crake Asset Management London, United Kingdom	$914M	+$361M	4	27.69%	Increased
319	Axiom Investors Greenwich, Connecticut	$913M	-$96.6M	5	16.51%	Reduced
320	Utah Retirement Systems Salt Lake City, Utah	$909M	-$35.8M	20	12.66%	Reduced
321	VanEck Associates New York	$906M	+$195M	13	2.47%	Increased
322	Pzena Investment Management New York	$900M	-$31.7M	2	3.66%	Reduced
323	Boston Trust Walden Boston, Massachusetts	$888M	+$12.9M	9	8.6%	Increased
324	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$887M	-$43M	10	4.94%	Reduced
325	M&G Investment Management London, United Kingdom	$886M	-$28.8M	10	2.79%	Reduced