← 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	Boston Trust Walden Boston, Massachusetts	$878M	-$22.3M	9	7.58%	Reduced
302	Burgundy Asset Management Toronto, Ontario, Canada	$863M	-$54.9M	5	10.68%	Reduced
303	Everett Harris & Co Los Angeles, California	$863M	-$9.72M	6	13.98%	Reduced
304	PineStone Asset Management Montreal, Quebec, Canada	$862M	+$674M	3	20.84%	Increased
305	IFM Investors Melbourne, Australia	$861M	+$24.6M	14	13.06%	Increased
306	Nissay Asset Management Tokyo, Japan	$857M	-$43.1M	14	7.65%	Reduced
307	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$852M	+$19M	12	13.25%	Increased
308	CIP Champlain Investment Partners Burlington, Vermont	$846M	+$165M	4	5.33%	Increased
309	PTC Provident Trust Company Waukesha, Wisconsin	$845M	+$29.2M	3	21.81%	Increased
310	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$839M	+$38.4M	19	4.56%	Increased
311	CCM Cantillon Capital Management New York	$839M	-$305M	2	6.83%	Reduced
312	Utah Retirement Systems Salt Lake City, Utah	$833M	+$1.22M	20	12.04%	Increased
313	Cambridge Investment Research Advisors Fairfield, Iowa	$815M	-$17.6M	26	4%	Reduced
314	British Columbia Investment Management Victoria, British Columbia, Canada	$810M	+$3.5M	15	8.44%	Increased
315	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$800M	-$5.89M	13	6.85%	Reduced
316	Daiwa Securities Group Tokyo, Japan	$795M	+$47.2M	19	5.53%	Increased
317	State of Alaska Department of Revenue Juneau, Alaska	$788M	-$10.1M	14	9.33%	Reduced
318	Manning & Napier Group Fairport, New York	$774M	-$116M	5	9.01%	Reduced
319	Virginia Retirement Systems Richmond, Virginia	$774M	-$150M	13	8%	Reduced
320	Comgest Global Investors Paris, France	$770M	-$59.2M	4	14.44%	Reduced
321	Montrusco Bolton Investments Montreal, Quebec, Canada	$769M	+$26.1M	3	15.89%	Increased
322	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$767M	+$74.4M	3	2.97%	Increased
323	Davenport & Co Richmond, Virginia	$764M	+$44.2M	11	5.99%	Increased
324	Ossiam Paris, France	$762M	+$150M	14	15.83%	Increased
325	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$762M	-$6M	15	19.03%	Reduced