← 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	Veritas Asset Management London, United Kingdom	$1.56B	+$62.9M	3	26.32%	Increased
102	Hotchkis & Wiley Capital Management Los Angeles, California	$1.55B	-$16.6M	3	5.46%	Reduced
103	TCW Group Los Angeles, California	$1.46B	-$74.4M	10	6.03%	Reduced
104	Brown Advisory Baltimore, Maryland	$1.46B	-$22.7M	7	4.6%	Reduced
105	Dimensional Fund Advisors Austin, Texas	$1.46B	+$90M	11	1.01%	Increased
106	Barclays London, United Kingdom	$1.44B	-$145M	12	1.53%	Reduced
107	TD Asset Management Toronto, Ontario, Canada	$1.42B	-$93M	9	2.43%	Reduced
108	State of Wisconsin Investment Board Madison, Wisconsin	$1.39B	+$49.2M	9	4.99%	Increased
109	abrdn Investment Management Edinburgh, United Kingdom	$1.35B	-$83.8M	8	6.02%	Reduced
110	Janus Henderson Group London,	$1.34B	-$3.85M	9	12.47%	Reduced
111	Eaton Vance Management Boston, Massachusetts	$1.28B	-$423M	9	3.78%	Reduced
112	BlackRock Japan Tokyo, Japan	$1.25B	-$116M	11	5.7%	Reduced
113	Citigroup New York	$1.25B	+$177M	13	1.2%	Increased
114	Swiss National Bank Zurich, Switzerland	$1.23B	+$34.2M	10	4.53%	Increased
115	Axa Paris, France	$1.22B	+$43M	10	5.08%	Increased
116	AWM Ashmore Wealth Management Wilmington, Delaware	$1.19B	-$424K	4	22.89%	Reduced
117	USAA United Services Automobile Association San Antonio, Texas	$1.16B	+$703K	10	4.25%	Increased
118	Epoch Investment Partners New York	$1.15B	-$146M	4	4.5%	Reduced
119	BNP Paribas Financial Markets Paris, France	$1.14B	-$1.19B	11	1.07%	Reduced
120	Panagora Asset Management Boston, Massachusetts	$1.13B	-$183M	11	5.5%	Reduced
121	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.1B	+$1.06B	9	4.38%	Increased
122	Lone Pine Capital Greenwich, Connecticut	$1.1B	-$99.3M	1	4.44%	Reduced
123	Ruane, Cunniff & Goldfarb New York	$1.1B	-$3.29M	5	5.85%	Reduced
124	Boston Partners Boston, Massachusetts	$1.09B	+$105M	5	1.82%	Increased
125	Fred Alger Management New York	$1.09B	-$85M	7	5.35%	Reduced