← 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	Allianz Asset Management Munich, Germany	$11.3B	-$107M	22	10.95%	Reduced
52	HSBC Holdings London, United Kingdom	$11B	+$699M	24	12.96%	Increased
53	New York State Common Retirement Fund Albany, New York	$10.8B	-$333M	25	11.97%	Reduced
54	Barclays London, United Kingdom	$10.7B	+$1.52B	26	5.72%	Increased
55	Polen Capital Management Boca Raton, Florida	$10.1B	+$1.84B	6	22.77%	Increased
56	Fidelity International Hamilton, Bermuda	$9.42B	+$876M	18	10.73%	Increased
57	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$9.26B	-$240M	24	8.03%	Reduced
58	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$9.23B	-$57.5M	24	12.19%	Reduced
59	Principal Financial Group Des Moines, Iowa	$9.16B	-$533M	25	6.44%	Reduced
60	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$8.84B	+$630M	22	11.52%	Increased
61	Nordea Investment Management Stockholm, Sweden	$8.63B	+$61.1M	18	12.52%	Increased
62	Citigroup New York	$8.54B	+$79.5M	33	5.53%	Increased
63	Eaton Vance Management Boston, Massachusetts	$8.45B	+$1.04M	26	12.53%	Increased
64	Altimeter Capital Management Boston, Massachusetts	$8.19B	+$6.03B	5	58.58%	Increased
65	RhumbLine Advisers Boston, Massachusetts	$8.19B	-$454M	23	11.12%	Reduced
66	Lazard Asset Management New York	$8.12B	+$59.6M	19	9.84%	Increased
67	Arrowstreet Capital Boston, Massachusetts	$8.06B	-$240M	19	10.77%	Reduced
68	First Trust Advisors Wheaton, Illinois	$7.83B	+$471M	25	9.49%	Increased
69	SM SB Management Abu Dhabi, United Arab Emirates	$7.82B	-$1.97B	3	50.34%	Reduced
70	Neuberger Berman Group New York	$7.66B	-$264M	20	7.31%	Reduced
71	Prudential Financial Newark, New Jersey	$7.66B	+$105M	20	11.46%	Increased
72	Iconiq Capital San Francisco, California	$7.64B	+$6.47B	7	86.02%	Increased
73	Swedbank Stockholm, Sweden	$7.36B	+$181M	17	15.28%	Increased
74	Sands Capital Management Arlington, Virginia	$7.33B	+$277M	9	14.17%	Increased
75	Eagle Capital Management (New York) New York	$7.11B	-$728M	6	21.92%	Reduced