← 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
626	Andra AP-fonden Goteborg, Sweden	$369M	+$283M	9	6.55%	Increased
627	FI Focused Investors Los Angeles, California	$367M	-$42.2M	2	11.5%	Reduced
628	TBC Tweedy, Browne Co Stamford, Connecticut	$367M	-$5.61M	3	17.21%	Reduced
629	OA Oak Associates Akron, Ohio	$366M	-$18.7M	8	25.35%	Reduced
630	PGGM Investments Zeist, Netherlands	$365M	+$67.8M	9	5.3%	Increased
631	Raymond James Trust St. Petersburg, Florida	$363M	+$2.58M	12	8.81%	Increased
632	SCA Southpoint Capital Advisors New York	$363M	$0	2	7.19%	Maintained
633	First Financial Bankshares Abilene, Texas	$360M	-$12.9M	6	8.11%	Reduced
634	WI Wafra Inc New York	$360M	-$11.8M	6	18.88%	Reduced
635	Bailard Foster City, California	$357M	+$2.35M	12	9.85%	Increased
636	PCM Palestra Capital Management New York	$356M	-$2.18M	3	13.26%	Reduced
637	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$356M	+$40.5M	3	8.37%	Increased
638	Maverick Capital Dallas, Texas	$355M	-$66.1M	10	6.67%	Reduced
639	Allianz Munich, Germany	$354M	+$336M	11	11.16%	New
640	Prime Capital Investment Advisors Overland Park, Kansas	$354M	-$8.45M	13	4.94%	Reduced
641	New Mexico Educational Retirement Board Santa Fe, New Mexico	$350M	-$8.65M	12	12.57%	Reduced
642	CK Cohen Klingenstein New York	$349M	$0	8	12.99%	Maintained
643	DGM Delta Global Management New York	$346M	+$92.6M	6	26.35%	Increased
644	Castleark Management Chicago, Illinois	$344M	-$22.5M	7	14.33%	Reduced
645	Glenview Capital Management New York	$344M	-$53.5M	2	6.01%	Reduced
646	Capula Management Grand Cayman, Cayman Islands	$343M	+$26M	7	8.14%	Increased
647	Fiduciary Management Inc Milwaukee, Wisconsin	$343M	-$23.8M	1	3.06%	Reduced
648	Laird Norton Wetherby Trust Company Seattle, Washington	$343M	-$105M	4	46.47%	Reduced
649	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$342M	-$5.23M	5	15.98%	Reduced
650	Capital International Sarl Los Angeles, California	$341M	-$6.95M	7	11.29%	Reduced