← 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	AGF Investments Inc Toronto, Ontario, Canada	$429M	+$22.3M	6	4.42%	Increased
352	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$427M	-$43.3M	4	21.62%	Reduced
353	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$424M	+$26.4M	12	15.57%	Increased
354	Creative Planning Overland Park, Kansas	$424M	-$3.43M	17	1.66%	Reduced
355	SGAM Smith Group Asset Management Dallas, Texas	$419M	+$59.1M	6	12.12%	Increased
356	CCI Columbus Circle Investors	$416M	-$24.1M	8	8.58%	Reduced
357	MLICM Metropolitan Life Insurance Company (MetLife) New York	$415M	-$2M	16	6.72%	Reduced
358	Martingale Asset Management Boston, Massachusetts	$409M	+$8.64M	7	5.03%	Increased
359	OMERS Administration Corp Toronto, Ontario, Canada	$400M	+$72.6M	5	3.7%	Increased
360	Holocene Advisors New York	$400M	+$61.4M	6	8.52%	Increased
361	Sterling Capital Management Charlotte, North Carolina	$399M	+$11.5M	11	3.72%	Increased
362	Waverton Investment Management London, United Kingdom	$397M	-$22.5M	5	23.19%	Reduced
363	Mairs & Power Inc St Paul, Minnesota	$396M	+$62.1M	6	4.91%	Increased
364	CIBC Asset Management Toronto, Ontario, Canada	$395M	+$11.9M	13	2.47%	Increased
365	Davenport & Co Richmond, Virginia	$394M	-$10.8M	7	4.86%	Reduced
366	IVA International Value Advisers	$394M	+$51.2M	4	10.69%	Increased
367	MN Services Vermogensbeheer The Hague, Netherlands	$391M	+$2.77M	11	9.8%	Increased
368	WBC Westpac Banking Corp Sydney, Australia	$388M	+$611K	12	7.45%	Increased
369	MICM Matthews International Capital Management San Francisco, California	$384M	+$7.85M	1	17.12%	Increased
370	Amalgamated Bank New York	$382M	+$25.2M	16	9.33%	Increased
371	United Capital Financial Advisors Irving, Texas	$380M	+$8.16M	12	2.83%	Increased
372	South Dakota Investment Council Sioux Falls, South Dakota	$378M	-$3.38M	6	8.24%	Reduced
373	TI TRG Investments Richmond, Virginia	$377M	$0	1	49.48%	Maintained
374	John W. Bristol & Co New York	$376M	+$1.41M	4	10.66%	Increased
375	VanEck Associates New York	$376M	+$32.1M	8	1.76%	Increased