← 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	USAA United Services Automobile Association San Antonio, Texas	$2.67B	-$46.5M	20	7.76%	Reduced
102	DZ Bank Frankfurt Am Main, Germany	$2.67B	+$503M	14	10.35%	Increased
103	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$2.65B	+$63.6M	3	27.09%	Increased
104	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.63B	-$316M	16	7.19%	Reduced
105	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.6B	+$51.8M	11	11.12%	Increased
106	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.56B	+$31.4M	12	10.66%	Increased
107	Raymond James & Associates St Petersburg, Florida	$2.46B	-$70.6M	20	4.28%	Reduced
108	Pictet Asset Management (UK) London, United Kingdom	$2.43B	-$124M	13	6.1%	Reduced
109	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.43B	-$110M	5	4.76%	Reduced
110	Ruane, Cunniff & Goldfarb New York	$2.43B	+$116M	5	26.73%	Increased
111	Edgewood Management Greenwich, Connecticut	$2.38B	-$764M	3	9.79%	Reduced
112	Sanders Capital West Palm Beach, Florida	$2.34B	-$92.9M	2	13%	Reduced
113	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.32B	+$130M	11	9.55%	Increased
114	Prudential plc London, England, United Kingdom	$2.3B	-$71.1M	12	9.26%	Reduced
115	Canada Life Winnipeg, Manitoba, Canada	$2.27B	+$43.7M	18	6.49%	Increased
116	Chevy Chase Trust Bethesda, Maryland	$2.22B	-$5.57M	12	10.85%	Reduced
117	CIBC Private Wealth Group Atlanta, Georgia	$2.21B	+$15.9M	11	9.84%	Increased
118	Citigroup New York	$2.16B	+$184M	23	2.18%	Increased
119	Bessemer Group Woodbridge, New Jersey	$2.14B	+$121M	16	9.33%	Increased
120	Coatue Management New York	$2.14B	+$712M	5	25.34%	Increased
121	Los Angeles Capital Management Los Angeles, California	$2.12B	+$238M	14	13.18%	Increased
122	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.12B	+$25.3M	14	21.63%	Increased
123	Panagora Asset Management Boston, Massachusetts	$2.11B	-$147M	17	9.83%	Reduced
124	Artisan Partners Milwaukee, Wisconsin	$2.1B	+$292M	8	4.75%	Increased
125	Macquarie Group Sydney, NSW 2000, Australia	$2.07B	-$81.7M	20	4%	Reduced