← 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
101	First Pacific Advisors El Segundo, California	$1.49B	+$116M	3	14.07%	Increased
102	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.48B	+$38.2M	10	6.02%	Increased
103	Loomis, Sayles & Company Boston, Massachusetts	$1.45B	+$77M	7	4.34%	Increased
104	Panagora Asset Management Boston, Massachusetts	$1.37B	+$8.68M	11	6.34%	Increased
105	Citadel Advisors Miami, Florida	$1.36B	+$833M	12	1.77%	Increased
106	BlackRock Japan Tokyo, Japan	$1.35B	-$75.7M	10	5.99%	Reduced
107	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.34B	-$114M	12	0.62%	Reduced
108	Veritas Asset Management London, United Kingdom	$1.34B	+$231M	3	27.07%	Increased
109	Coatue Management New York	$1.34B	+$219M	3	13.1%	Increased
110	APG Asset Management Amsterdam, Netherlands	$1.32B	-$38.2M	9	3.87%	Reduced
111	TD Asset Management Toronto, Ontario, Canada	$1.32B	+$37M	9	2.46%	Increased
112	State of Wisconsin Investment Board Madison, Wisconsin	$1.3B	-$39.8M	9	5.01%	Reduced
113	Hotchkis & Wiley Capital Management Los Angeles, California	$1.29B	-$21.5M	3	5.5%	Reduced
114	Amundi Asset Management US Boston, Massachusetts	$1.28B	-$143M	9	4.9%	Reduced
115	Swiss National Bank Zurich, Switzerland	$1.27B	-$65.1M	10	4.94%	Reduced
116	Aberdeen Asset Management Aberdeen, United Kingdom	$1.22B	-$7.93M	8	3.42%	Reduced
117	SG Americas Securities New York	$1.22B	-$487M	11	5.08%	Reduced
118	Dimensional Fund Advisors Austin, Texas	$1.21B	+$20.6M	11	0.94%	Increased
119	Credit Agricole Montrouge Cedex, France	$1.21B	-$38.8M	10	4.99%	Reduced
120	Janus Henderson Group London,	$1.2B	-$30.7M	9	12.09%	Reduced
121	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$1.19B	-$168M	8	5.54%	Reduced
122	Thornburg Investment Management Santa Fe, New Mexico	$1.18B	+$17M	4	4.52%	Increased
123	SZC Sleep, Zakaria & Co London, United Kingdom	$1.17B	$0	1	69.45%	Maintained
124	STRS Ohio Columbus, Ohio	$1.16B	-$80.4M	10	5.23%	Reduced
125	Axa Paris, France	$1.15B	+$23.7M	9	5.17%	Increased