← 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
51	New York State Common Retirement Fund Albany, New York	$3.3B	-$108M	8	5.19%	Reduced
52	Managed Account Advisors Jersey City, New Jersey	$3.27B	-$122M	11	4.39%	Reduced
53	OppenheimerFunds New York	$3.19B	-$4.4B	5	3.88%	Reduced
54	Harris Associates Chicago, Illinois	$3.12B	+$113M	4	5.57%	Increased
55	BlackRock New York	$2.96B	+$87.7M	11	4.83%	Increased
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.94B	-$130M	9	6.11%	Reduced
57	Winslow Capital Management Minneapolis, Minnesota	$2.71B	-$25.7M	2	7.98%	Reduced
58	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.7B	-$56.3M	9	6.65%	Reduced
59	Magellan Asset Management Sydney, Australia	$2.52B	+$57.8M	3	20.84%	Increased
60	Charles Schwab San Francisco, California	$2.51B	-$33.7M	11	4.78%	Reduced
61	ValueAct Holdings San Francisco, California	$2.5B	$0	1	20.69%	Maintained
62	Royal Bank of Canada Toronto, Ontario, Canada	$2.5B	+$275M	13	1.77%	Increased
63	Macquarie Group Sydney, NSW 2000, Australia	$2.49B	+$251M	11	4.46%	Increased
64	Prudential Financial Newark, New Jersey	$2.42B	-$84.8M	10	4.81%	Reduced
65	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.36B	-$916M	8	8.09%	Reduced
66	Yacktman Asset Management Austin, Texas	$2.35B	+$63.6M	2	9.63%	Increased
67	UBS Zurich, Switzerland	$2.33B	+$146M	14	2.17%	Increased
68	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.31B	-$73.2M	8	5.99%	Reduced
69	BNP Paribas Financial Markets Paris, France	$2.26B	-$160M	12	1.65%	Reduced
70	ClearBridge Investments New York	$2.25B	+$128M	10	2.8%	Increased
71	Capital International Investors Los Angeles, California	$2.23B	+$388M	5	6.93%	Increased
72	Russell Frank Company Seattle, Washington	$2.2B	-$200M	11	4.05%	Reduced
73	Artisan Partners Milwaukee, Wisconsin	$2.19B	+$109M	6	3.93%	Increased
74	Lansdowne Partners Limited Partnership London, United Kingdom	$2.19B	+$91.8M	2	18.95%	Increased
75	Waddell & Reed Financial Overland Park, Kansas	$2.17B	+$86.2M	7	3.49%	Increased