← 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	FC Fairpointe Capital Chicago, Illinois	$409M	+$52.8M	6	8.13%	Increased
327	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$408M	-$247M	12	3.49%	Reduced
328	I.G. Investment Management Winnipeg, Manitoba, Canada	$403M	+$45.4M	7	2.08%	Increased
329	Commonwealth Equity Services Waltham, Massachusetts	$391M	+$20.2M	17	2.49%	Increased
330	Wolverine Trading Chicago, Illinois	$389M	+$152M	16	1.79%	Increased
331	Boston Trust Walden Boston, Massachusetts	$388M	+$18.4M	9	6.23%	Increased
332	Bahl & Gaynor Cincinnati, Ohio	$387M	-$4.16M	7	4.42%	Reduced
333	Banco Santander Madrid, Spain	$387M	+$274M	6	7.59%	Increased
334	Capital Guardian Trust Los Angeles, California	$386M	-$699M	10	7.09%	Reduced
335	TGA Trilogy Global Advisors Winter Park, Florida	$383M	-$60.1M	4	12.85%	Reduced
336	BAPIM British Airways Pensions Investment Management London, United Kingdom	$383M	+$9.12M	8	11.09%	Increased
337	CS Cisco Systems San Jose, California	$378M	$0	1	49.78%	Maintained
338	LPL Financial San Diego, California	$378M	+$286M	16	1.43%	Increased
339	TI TRG Investments Richmond, Virginia	$378M	$0	1	42.96%	Maintained
340	Candriam SCA Strassen, Luxembourg, Luxembourg	$377M	-$61.2M	12	7.08%	Reduced
341	Oregon Public Employees Retirement Fund Tigard, Oregon	$373M	-$55.4M	12	6.34%	Reduced
342	Martingale Asset Management Boston, Massachusetts	$371M	+$3.66M	10	5.23%	Increased
343	Aristotle Capital Management Los Angeles, California	$370M	+$9.01M	1	3.09%	Increased
344	Egerton Capital (UK) London, United Kingdom	$370M	-$213M	2	3.71%	Reduced
345	South Dakota Investment Council Sioux Falls, South Dakota	$367M	-$40.4M	7	7.74%	Reduced
346	HCM Highfields Capital Management Boston, Massachusetts	$364M	-$202M	2	2.69%	Reduced
347	Whale Rock Capital Management Boston, Massachusetts	$362M	+$11.3M	3	25.32%	Increased
348	Envestnet Asset Management Chicago, Illinois	$360M	-$2.62M	16	1%	Reduced
349	Discovery Capital Management South Norwalk, Connecticut	$360M	-$84.5M	4	8.74%	Reduced
350	London Company of Virginia Richmond, Virginia	$360M	+$3.43M	4	2.44%	Increased