← 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	South Dakota Investment Council Sioux Falls, South Dakota	$437M	+$34.4M	6	9.23%	Increased
352	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$436M	+$3.54M	13	17.99%	Increased
353	Skye Global Management West Palm Beach, Florida	$435M	+$19.2M	5	53.45%	Increased
354	Marshall Wace Asia Central, Hong Kong	$433M	+$57.6M	5	13.09%	Increased
355	MICM Matthews International Capital Management San Francisco, California	$430M	+$19.9M	1	20.25%	Increased
356	BB&T Securities Richmond, Virginia	$430M	+$15.1M	15	4.14%	Increased
357	SAM Shell Asset Management The Hague, Netherlands	$427M	-$5.92M	16	9.42%	Reduced
358	Sterling Capital Management Charlotte, North Carolina	$426M	+$144K	11	4.21%	Increased
359	GHCM Glen Harbor Capital Management San Diego, California	$422M	+$20.3M	15	9.06%	Increased
360	Nissay Asset Management Tokyo, Japan	$421M	+$13.7M	12	11.12%	Increased
361	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$417M	-$77.2M	3	33.65%	Reduced
362	OMERS Administration Corp Toronto, Ontario, Canada	$411M	-$23.3M	8	4.73%	Reduced
363	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$409M	+$6.43M	11	7.42%	Increased
364	LSCM Light Street Capital Management Palo Alto, California	$407M	+$13M	5	27.22%	Increased
365	CIP Champlain Investment Partners Burlington, Vermont	$406M	+$88.8M	4	3.54%	Increased
366	Amalgamated Bank New York	$405M	+$9.74M	16	9.81%	Increased
367	Scotia Capital Toronto, Ontario, Canada	$404M	+$15.9M	9	5.2%	Increased
368	Mutual of America Capital Management New York	$396M	+$2.72M	14	5.76%	Increased
369	OA Oak Associates Akron, Ohio	$394M	+$323K	11	24.05%	Increased
370	Railway Pension Investments London, United Kingdom	$393M	-$24.4M	9	5.49%	Reduced
371	Advisors Asset Management Monument, Colorado	$391M	-$3.8M	15	7.13%	Reduced
372	AC Alleghany Corporation New York	$391M	-$397M	3	18.55%	Reduced
373	Sarasin & Partners London, United Kingdom	$391M	+$57.6M	5	7.52%	Increased
374	VanEck Associates New York	$389M	+$5.67M	7	1.91%	Increased
375	Regions Financial Corp Birmingham, Alabama	$389M	-$3.37M	20	4.47%	Reduced