← 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	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.09B	+$12.8M	17	4.67%	Increased
302	PTC Provident Trust Company Waukesha, Wisconsin	$1.09B	-$3.6M	3	22.23%	Reduced
303	Boston Trust Walden Boston, Massachusetts	$1.08B	-$8.62M	10	8.92%	Reduced
304	Xponance Philadelphia, Pennsylvania	$1.07B	+$6.37M	19	17.82%	Increased
305	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.07B	+$123M	15	14.46%	Increased
306	MG Meritage Group San Francisco, California	$1.07B	-$61.3M	4	16.64%	Reduced
307	Nissay Asset Management Tokyo, Japan	$1.07B	+$21.3M	14	9.32%	Increased
308	MN Services Vermogensbeheer The Hague, Netherlands	$1.07B	-$67.4M	11	7.11%	Reduced
309	GAM GuardCap Asset Management London, United Kingdom	$1.06B	-$50.1M	3	13.87%	Reduced
310	M&G Investment Management London, United Kingdom	$1.05B	+$229M	13	2.05%	Increased
311	Nomura Holdings Tokyo, Japan	$1.05B	+$960K	20	3.15%	Increased
312	ESCM Echo Street Capital Management New York	$1.05B	+$157M	8	7.55%	Increased
313	SG Americas Securities New York	$1.05B	-$370M	27	7.69%	Reduced
314	Utah Retirement Systems Salt Lake City, Utah	$1.04B	-$19.8M	20	13.87%	Reduced
315	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.03B	+$9.88M	15	21.8%	Increased
316	Cambridge Investment Research Advisors Fairfield, Iowa	$1.03B	+$43M	24	4.71%	Increased
317	Melvin Capital Management New York	$1.02B	+$193M	3	10.34%	Increased
318	Factory Mutual Insurance Waltham, Massachusetts	$1.02B	-$31M	6	13.77%	Reduced
319	Impax Asset Management Group London, United Kingdom	$997M	+$16.9M	9	4.12%	Increased
320	Carmignac Gestion Paris, France	$995M	-$160M	4	16.08%	Reduced
321	CAPTRUST Financial Advisors Raleigh, North Carolina	$993M	+$94.9M	31	6.43%	Increased
322	State of Alaska Department of Revenue Juneau, Alaska	$988M	-$21.5M	15	10.4%	Reduced
323	WBC Westpac Banking Corp Sydney, Australia	$984M	-$77.1M	15	11.29%	Reduced
324	Alphinity Investment Management Sydney, Australia	$971M	+$80.2M	3	22.61%	Increased
325	Capital Group Private Client Services Los Angeles, California	$967M	+$41.9M	6	10.58%	Increased