← 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	Stonehage Fleming Financial Services St. Helier, Jersey	$918M	+$619M	7	26.85%	Increased
352	Vaughan Nelson Investment Management Houston, Texas	$918M	+$12.7M	5	9.17%	Increased
353	Huntington National Bank Columbus, Ohio	$912M	-$12.7M	26	8.3%	Reduced
354	Brighton Jones LLC Seattle, Washington	$911M	+$12.8M	12	38.4%	Increased
355	Employees Retirement System of Texas Austin, Texas	$911M	-$29.5M	8	10.68%	Reduced
356	SCGE Management Menlo Park, California	$909M	-$105M	2	20.29%	Reduced
357	Artemis Investment Management Edinburgh, United Kingdom	$904M	-$330M	7	13.04%	Reduced
358	Walleye Trading New York	$897M	+$391M	17	1.93%	Increased
359	Ossiam Paris, France	$895M	-$138M	13	14.42%	Reduced
360	Lazard Frères Gestion Paris, France	$891M	-$5.29M	5	25.65%	Reduced
361	BCP BSN Capital Partners London, United Kingdom	$881M	+$142M	3	47.69%	Increased
362	John W. Bristol & Co New York	$881M	-$63.4M	5	16.19%	Reduced
363	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$879M	-$53.4K	3	64.85%	Reduced
364	Alyeska Investment Group Chicago, Illinois	$877M	-$24.2M	9	5.81%	Reduced
365	State of Alaska Department of Revenue Juneau, Alaska	$875M	-$61.9M	13	10.42%	Reduced
366	LSV Asset Management Chicago, Illinois	$870M	-$275M	7	1.9%	Reduced
367	Altshuler Shaham Tel Aviv, Israel	$867M	-$437M	8	47.95%	Reduced
368	IEQ Capital Foster City, California	$862M	+$80M	20	14.33%	Increased
369	TA Trivest Advisors Hong Kong	$858M	+$350M	4	39%	Increased
370	Edmond de Rothschild Holding Chambesy, Switzerland	$857M	-$2.49M	20	15.33%	Reduced
371	Burgundy Asset Management Toronto, Ontario, Canada	$850M	-$83.1M	5	9.43%	Reduced
372	Waverton Investment Management London, United Kingdom	$849M	+$26.2M	6	20.63%	Increased
373	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$848M	+$30.3M	7	25.12%	Increased
374	Yousif Capital Management Bloomfield Hills, Michigan	$848M	-$26.1M	16	9.99%	Reduced
375	AssetMark Inc Concord, California	$844M	+$44.9M	21	3.05%	Increased