← 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
401	Comgest Global Investors Paris, France	$291M	-$3.9M	5	7.2%	Reduced
402	Regions Financial Corp Birmingham, Alabama	$290M	-$5.87M	12	3.4%	Reduced
403	BRC Blue Ridge Capital New York	$289M	-$343M	2	5.05%	Reduced
404	B BP London, United Kingdom	$288M	-$19.5M	9	10.59%	Reduced
405	Norinchukin Bank Tokyo, Japan	$288M	+$9.75M	11	5.92%	Increased
406	SGAM Smith Group Asset Management Dallas, Texas	$287M	+$12.8M	6	8.81%	Increased
407	WBC Westpac Banking Corp Sydney, Australia	$284M	-$1.23B	12	6.26%	Reduced
408	VM Valinor Management New York	$284M	+$100M	3	8.65%	Increased
409	John W. Bristol & Co New York	$284M	-$38.6M	4	8.34%	Reduced
410	CIBC Asset Management Toronto, Ontario, Canada	$283M	+$13.1M	12	1.96%	Increased
411	MCM McKinley Capital Management Anchorage, Alaska	$283M	-$19.6M	6	10.59%	Reduced
412	JP Jana Partners New York	$280M	+$187M	2	3.97%	Increased
413	MICM Matthews International Capital Management San Francisco, California	$278M	+$14.2M	1	12.65%	Increased
414	CCM Criterion Capital Management San Francisco, California	$278M	+$27.8M	3	13.42%	Increased
415	TBC Tweedy, Browne Co Stamford, Connecticut	$276M	-$6.46M	3	8.19%	Reduced
416	PTC Provident Trust Company Waukesha, Wisconsin	$274M	-$1.78M	3	13.22%	Reduced
417	Jacobs Levy Equity Management Florham Park, New Jersey	$272M	-$14M	11	5.83%	Reduced
418	Dai-ichi Life Insurance Company Tokyo, Japan	$272M	-$9.78M	11	6.04%	Reduced
419	VanEck Associates New York	$271M	-$57.7M	5	1.48%	Reduced
420	ROIC Route One Investment Company San Francisco, California	$270M	-$189M	3	10.46%	Reduced
421	Zurich Insurance Group Zurich, Switzerland	$270M	-$12.5M	12	7.64%	Reduced
422	Homestead Advisers Arlington, Virginia	$268M	$0	2	4.19%	Maintained
423	United Capital Financial Advisors Irving, Texas	$268M	-$6.76M	12	2.4%	Reduced
424	OA Oak Associates Akron, Ohio	$267M	+$12M	10	20.14%	Increased
425	PEAK6 Group Chicago, Illinois	$265M	+$212M	15	1.54%	Increased