← 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
351	Maverick Capital Dallas, Texas	$1.55B	+$353M	6	13.71%	Increased
352	Kestra Advisory Services Austin, Texas	$1.54B	+$103M	25	4.98%	Increased
353	Voyager Global Management New York	$1.54B	+$364M	3	42.46%	Increased
354	VanEck Associates New York	$1.54B	+$4.51M	21	0.94%	Increased
355	Bridgewater Associates Westport, Connecticut	$1.53B	-$1.21B	13	6.29%	Reduced
356	AIM Allen Investment Management New York	$1.53B	-$68.2M	8	18.12%	Reduced
357	OFI Invest Asset Management Paris, France	$1.53B	+$823M	13	15.23%	Increased
358	Mediolanum International Funds Dublin 1, Ireland	$1.51B	+$145M	12	12.94%	Increased
359	GGHC Gilder Gagnon Howe & Co New York	$1.51B	+$34.8M	11	15.54%	Increased
360	Steward Partners Investment Advisory New York	$1.51B	-$329M	32	7.68%	Reduced
361	Utah Retirement Systems Salt Lake City, Utah	$1.49B	-$97.1M	19	14.21%	Reduced
362	Employees Retirement System of Texas Austin, Texas	$1.49B	+$39M	11	11.85%	Increased
363	Whittier Trust South Pasadena, California	$1.49B	-$11M	20	14.64%	Reduced
364	Police & Firemen's Retirement System of New Jersey Trenton, New Jersey	$1.49B	-$30.1M	33	11.15%	Reduced
365	New York Life Investment Management New York	$1.48B	+$38.3M	16	10.35%	Increased
366	AGUR Provident & Training Funds Management Tel Aviv, Israel	$1.47B	+$41.2M	3	7.97%	New
367	Brighton Jones LLC Seattle, Washington	$1.47B	+$368K	26	27.3%	Increased
368	Marex Group London,	$1.46B	+$760M	23	6.21%	Increased
369	DSM Capital Partners Palm Beach Gardens, Florida	$1.46B	-$461M	9	24.98%	Reduced
370	Zacks Investment Management Chicago, Illinois	$1.46B	+$28.5M	15	10.37%	Increased
371	AE Wealth Management Topeka, Kansas	$1.46B	+$104M	22	6.79%	Increased
372	Elliott Investment Management West Palm Beach, Florida	$1.46B	+$175M	1	6.42%	Increased
373	Tudor Investment Corp Stamford, Connecticut	$1.45B	+$756M	16	2.02%	Increased
374	Williams Jones Wealth Management New York	$1.44B	-$12.4M	7	16.26%	Reduced
375	Gateway Investment Advisers Cincinnati, Ohio	$1.43B	-$99.8M	14	14.11%	Reduced