← 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
26	Janus Henderson Group London,	$21.4B	-$428M	15	12.02%	Reduced
27	Jennison Associates New York	$21.2B	-$1.51B	9	19.14%	Reduced
28	Charles Schwab San Francisco, California	$20.4B	+$71.9M	23	9.97%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$19.6B	+$771M	9	7.74%	Increased
30	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$18.8B	+$126M	16	13.27%	Increased
31	Franklin Resources San Mateo, California	$16.8B	+$273M	16	8.66%	Increased
32	Royal Bank of Canada Toronto, Ontario, Canada	$16.5B	+$1.49B	31	6.54%	Increased
33	UBS Group Zurich, Switzerland	$16.5B	-$1.68B	30	6.96%	Reduced
34	Swiss National Bank Zurich, Switzerland	$16.3B	+$380M	21	13.79%	Increased
35	Primecap Management Pasadena, California	$15.9B	-$828M	11	13.65%	Reduced
36	Fisher Asset Management Camas, Washington	$15.4B	+$404M	9	15.02%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$15.3B	+$366M	26	11.65%	Increased
38	Loomis, Sayles & Company Boston, Massachusetts	$14.4B	-$12.9M	10	23.04%	Reduced
39	Parametric Portfolio Associates Seattle, Washington	$14.3B	+$264M	23	11%	Increased
40	Nordea Investment Management Stockholm, Sweden	$13.9B	+$6.84B	15	14.37%	Increased
41	American Century Companies Kansas City, Missouri	$13.6B	+$370M	17	12.92%	Increased
42	ClearBridge Investments New York	$13.6B	-$750M	14	12.28%	Reduced
43	Credit Suisse Zurich, Switzerland	$12.7B	+$2.09B	23	9.12%	Increased
44	Dimensional Fund Advisors Austin, Texas	$12.4B	-$176M	22	5.44%	Reduced
45	Amundi Asset Management US Boston, Massachusetts	$12.2B	+$970M	20	14.48%	Increased
46	HSBC Holdings London, United Kingdom	$10.9B	+$640M	19	20.66%	Increased
47	Magellan Asset Management Sydney, Australia	$10.7B	+$413M	5	32.16%	Increased
48	Dodge & Cox San Francisco, California	$10.7B	+$101M	10	9.8%	Increased
49	Schroder Investment Management Group London, United Kingdom	$10.2B	+$153M	16	18.42%	Increased
50	New York State Common Retirement Fund Albany, New York	$10.1B	-$245M	23	12.9%	Reduced