← 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	MC Martin Currie Edinburgh, United Kingdom	$525M	+$184M	3	29.23%	Increased
352	Dragoneer Investment Group San Francisco, California	$522M	-$80.5M	2	21.67%	Reduced
353	Railway Pension Investments London, United Kingdom	$519M	+$6.41M	11	5.81%	Increased
354	Mondrian Investment Partners London, United Kingdom	$516M	+$101M	2	13.57%	Increased
355	Atalanta Sosnoff Capital New York	$512M	-$9.41M	5	15.24%	Reduced
356	Hosking Partners London, United Kingdom	$512M	-$4.05M	8	12.43%	Reduced
357	Employees Retirement System of Texas Austin, Texas	$511M	-$65.7M	10	7.96%	Reduced
358	Scotia Capital Toronto, Ontario, Canada	$510M	+$13.1M	12	5.67%	Increased
359	PGGM Investments Zeist, Netherlands	$510M	+$86.2M	4	2.88%	Increased
360	Nissay Asset Management Tokyo, Japan	$506M	-$1.8M	14	11.25%	Reduced
361	Regions Financial Corp Birmingham, Alabama	$505M	-$8.77M	12	5.3%	Reduced
362	Rathbones Group Liverpool, United Kingdom	$500M	+$17.6M	8	13.16%	Increased
363	KCM Kensico Capital Management Greenwich, Connecticut	$495M	$0	1	10.34%	Maintained
364	PTC Provident Trust Company Waukesha, Wisconsin	$490M	+$24.4M	3	13.35%	Increased
365	Martingale Asset Management Boston, Massachusetts	$476M	-$52.8M	8	4.87%	Reduced
366	MVIP Mar Vista Investment Partners Los Angeles, California	$469M	-$32.9M	5	11.21%	Reduced
367	Skye Global Management West Palm Beach, Florida	$469M	-$241M	3	44.84%	Reduced
368	Homestead Advisers Arlington, Virginia	$466M	-$4.17M	3	9.7%	Reduced
369	Cardano Risk Management Rotterdam, Netherlands	$465M	+$118M	4	69.39%	Increased
370	Advisors Asset Management Monument, Colorado	$465M	+$7.6M	15	8.15%	Increased
371	TI TT International London, United Kingdom	$463M	+$9.01M	3	39.66%	Increased
372	SAM Shell Asset Management The Hague, Netherlands	$462M	-$2.22M	17	9.96%	Reduced
373	AC Alleghany Corporation New York	$455M	$0	3	21.09%	Maintained
374	Hardman Johnston Global Advisors Stamford, Connecticut	$454M	-$8.35M	5	18.32%	Reduced
375	Markel Group Glen Allen, Virginia	$454M	+$5.87M	4	6.3%	Increased