← 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
501	Renaissance Technologies New York	$728M	-$386M	22	1.14%	Reduced
502	Crestwood Advisors Group Boston, Massachusetts	$727M	-$6.32M	15	12.23%	Reduced
503	Penserra Capital Management Orinda, California	$719M	-$10.9M	22	8.44%	Reduced
504	MUFG Securities EMEA London, United Kingdom	$716M	-$231M	9	10.68%	Reduced
505	FAM Foxhaven Asset Management Charlottesville, Virginia	$715M	-$347M	2	22.44%	Reduced
506	Troy Asset Management London, United Kingdom	$705M	-$135M	3	21.04%	Reduced
507	Fiduciary Trust Boston, Massachusetts	$703M	-$26.8M	9	8.31%	Reduced
508	Tudor Investment Corp Stamford, Connecticut	$702M	-$261M	12	1.3%	Reduced
509	Milford Funds Auckland,	$698M	-$83.3M	3	14.63%	Reduced
510	WhitTier Trust Company Reno, Nevada	$696M	+$19.4M	19	14.28%	Increased
511	Harding Loevner Bridgewater, New Jersey	$696M	-$63.7M	3	7.16%	Reduced
512	Soros Fund Management New York	$692M	-$113M	6	7.59%	Reduced
513	Caxton Associates (UK) London,	$691M	+$278M	10	15.64%	Increased
514	Yacktman Asset Management Austin, Texas	$691M	+$11.1M	2	9.21%	Increased
515	Diamond Hill Capital Management Columbus, Ohio	$690M	+$327M	3	4.31%	Increased
516	BAMCO Inc New York	$687M	-$67.4M	8	2.07%	Reduced
517	MIM Meridiem Investment Management London, United Kingdom	$684M	-$143M	4	17.46%	Reduced
518	Shelton Capital Management Denver, Colorado	$682M	+$43.8M	12	14.92%	Increased
519	Locust Wood Capital Advisers New York	$680M	+$66M	3	17.23%	Increased
520	Citizens Financial Group Providence, Rhode Island	$677M	-$15.4M	13	9.43%	Reduced
521	Alphinity Investment Management Sydney, Australia	$674M	-$6.6M	3	11.87%	Reduced
522	Equitable Holdings New York	$674M	+$162M	16	4.34%	Increased
523	Tocqueville Asset Management New York	$672M	-$27.9M	9	9.96%	Reduced
524	Norinchukin Bank Tokyo, Japan	$671M	+$22.9M	9	7.83%	Increased
525	Eastern Bank Boston, Massachusetts	$665M	-$14.8M	16	11.42%	Reduced