← 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	Baillie Gifford & Co Edinburgh, United Kingdom	$13.9B	-$149M	8	10.82%	Reduced
52	Neuberger Berman Group New York	$13.5B	-$839K	23	11.08%	Reduced
53	Polen Capital Management Boca Raton, Florida	$13.2B	-$1.41B	4	33.08%	Reduced
54	Schroder Investment Management Group London, United Kingdom	$12.9B	+$716M	17	14.26%	Increased
55	Swedbank Stockholm, Sweden	$12.7B	+$312M	16	17.02%	Increased
56	VOYA Investment Management Atlanta, Georgia	$12.6B	-$20.5M	28	12.36%	Reduced
57	Mitsubishi UFJ Asset Management Tokyo, Japan	$12.5B	+$1.05B	23	15.25%	Increased
58	ClearBridge Investments New York	$12.4B	+$74.2M	8	10.04%	Increased
59	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$12.4B	+$194M	13	14.19%	Increased
60	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$12.3B	+$26.4M	28	15.04%	Increased
61	Lazard Asset Management New York	$12.1B	-$571M	26	15.17%	Reduced
62	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$11.9B	-$273M	25	11.11%	Reduced
63	Brown Advisory Baltimore, Maryland	$11.4B	+$339M	14	14.84%	Increased
64	Raymond James & Associates St Petersburg, Florida	$11.3B	+$301M	26	7.41%	Increased
65	New York State Common Retirement Fund Albany, New York	$11.1B	-$517M	29	14.57%	Reduced
66	T. Rowe Price Investment Management Baltimore, Maryland	$10.9B	-$16.9M	5	6.85%	Reduced
67	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$10.8B	+$1.13B	21	10.58%	Increased
68	Nordea Investment Management Stockholm, Sweden	$10.7B	-$148M	20	12.55%	Reduced
69	Citigroup New York	$10.6B	+$907M	32	6.82%	Increased
70	Envestnet Asset Management Chicago, Illinois	$10.5B	+$297M	24	3.66%	Increased
71	Arrowstreet Capital Boston, Massachusetts	$10.2B	+$1.71B	17	9.01%	Increased
72	Fidelity International Hamilton, Bermuda	$10B	-$206M	17	9.89%	Reduced
73	TCI Fund Management London, United Kingdom	$8.91B	+$812M	3	21.77%	Increased
74	BNP Paribas Financial Markets Paris, France	$8.86B	+$1.93B	24	7.22%	Increased
75	TD Asset Management Toronto, Ontario, Canada	$8.52B	-$14.8M	16	7.95%	Reduced