← 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	AEGON Asset Management (UK) Edinburgh, United Kingdom	$367M	-$50.6M	6	11.74%	Reduced
352	PointState Capital New York	$367M	-$450M	4	14.58%	Reduced
353	United Capital Financial Advisors Irving, Texas	$366M	+$10.5M	12	2.91%	Increased
354	SAM Southeastern Asset Management Memphis, Tennessee	$365M	-$36M	1	5.21%	Reduced
355	Marshall Wace London, United Kingdom	$364M	+$61.2M	13	3.72%	Increased
356	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$363M	-$27M	10	2.47%	Reduced
357	SAM Shell Asset Management The Hague, Netherlands	$362M	-$46.3M	16	9.03%	Reduced
358	Railway Pension Investments London, United Kingdom	$361M	+$392M	12	7.2%	New
359	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$361M	-$128M	4	8.61%	Reduced
360	Skye Global Management West Palm Beach, Florida	$358M	+$76.6M	4	72.43%	Increased
361	Melvin Capital Management New York	$357M	-$589M	2	4.85%	Reduced
362	State of Alaska Department of Revenue Juneau, Alaska	$356M	+$3.39M	16	6.87%	Increased
363	LPU Lansdowne Partners (UK) London, United Kingdom	$356M	-$833M	4	5.25%	Reduced
364	BB&T Securities Richmond, Virginia	$353M	+$21.1M	12	3.91%	Increased
365	Parallax Volatility Advisers San Francisco, California	$352M	+$204M	19	0.47%	Increased
366	SA SPO Advisory San Anselmo, California	$348M	-$102M	2	16.47%	Reduced
367	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$345M	-$65.5M	11	5.77%	Reduced
368	MVIP Mar Vista Investment Partners Los Angeles, California	$345M	+$19.4M	5	11.59%	Increased
369	South Dakota Investment Council Sioux Falls, South Dakota	$345M	+$9.09M	6	8.67%	Increased
370	GHCM Glen Harbor Capital Management San Diego, California	$344M	+$8.22M	14	8.31%	Increased
371	Nissay Asset Management Tokyo, Japan	$344M	+$20.1M	12	10.47%	Increased
372	HP Hound Partners New York	$343M	+$115M	3	11.03%	Increased
373	Martingale Asset Management Boston, Massachusetts	$343M	-$29M	9	4.53%	Reduced
374	KCM Kensico Capital Management Greenwich, Connecticut	$342M	-$97.8M	1	7.45%	Reduced
375	Homestead Advisers Arlington, Virginia	$341M	-$10.7M	2	6.61%	Reduced