← 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
326	OAMG Odey Asset Management Group London, United Kingdom	$230M	+$141M	2	4.76%	Increased
327	Regions Financial Corp Birmingham, Alabama	$229M	-$16.9M	8	2.83%	Reduced
328	OP Oldfield Partners London, United Kingdom	$228M	+$41.1M	1	12.08%	Increased
329	Sit Investment Associates Minneapolis, Minnesota	$227M	-$50.8M	6	4.04%	Reduced
330	Waverton Investment Management London, United Kingdom	$227M	+$3.64M	6	11.6%	Increased
331	SA SQ Advisors Naples, Florida	$225M	+$20.1M	1	10.71%	Increased
332	Mitsubishi UFJ Asset Management Tokyo, Japan	$222M	-$48.7M	9	6.38%	Reduced
333	USSCPF United States Steel & Carnegie Pension Fund New York	$222M	-$12.6M	2	5.02%	Reduced
334	Banque Pictet & Cie Geneva 73, Switzerland	$221M	+$201M	5	6.52%	New
335	Natixis Advisors Boston, Massachusetts	$221M	+$12.4M	10	3.62%	Increased
336	GC GMT Capital Atlanta, Georgia	$220M	-$14.1M	1	4.65%	Reduced
337	Sustainable Growth Advisers Stamford, Connecticut	$220M	-$9.1M	1	4.75%	Reduced
338	GA Geneva Advisors Chicago, Illinois	$218M	+$18.2M	6	4.02%	Increased
339	WIM Weitz Investment Management Omaha, Nebraska	$218M	+$48.7M	3	7.29%	Increased
340	SCCM Schafer Cullen Capital Management New York	$216M	-$797K	2	2.14%	Reduced
341	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$212M	-$14.1M	8	3.36%	Reduced
342	PIM Profit Investment Management North Bethesda, Maryland	$211M	-$18.3M	7	9.62%	Reduced
343	Boston Trust Walden Boston, Massachusetts	$211M	-$4.17M	6	3.08%	Reduced
344	EdgePoint Investment Group Toronto, Ontario, Canada	$211M	$0	1	5.47%	Maintained
345	Oregon Public Employees Retirement Fund Tigard, Oregon	$210M	+$70.7M	9	5.59%	Increased
346	Asset Management One Tokyo, Japan	$208M	-$14.6M	10	3.23%	Reduced
347	Silvercrest Asset Management New York	$206M	-$15M	5	3.41%	Reduced
348	DSM Capital Partners Palm Beach Gardens, Florida	$205M	-$4.67M	1	4.11%	Reduced
349	Parnassus Investments San Francisco, California	$204M	+$1.79M	3	2.08%	Increased
350	Thomaspartners Boston, Massachusetts	$204M	+$85M	3	5.61%	Increased