← 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
126	Panagora Asset Management Boston, Massachusetts	$1.92B	-$128M	17	7.74%	Reduced
127	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.9B	+$489M	17	0.84%	Increased
128	DZ Bank Frankfurt Am Main, Germany	$1.9B	+$63.2M	11	8.81%	Increased
129	Polen Capital Management Boca Raton, Florida	$1.89B	+$14.3M	4	16.52%	Increased
130	D.E. Shaw & Co New York	$1.81B	-$189M	19	2.99%	Reduced
131	Orbis Allan Gray Hamilton, Bermuda	$1.81B	+$667M	5	11.37%	Increased
132	Chevy Chase Trust Bethesda, Maryland	$1.8B	-$1.76M	10	8.61%	Reduced
133	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.72B	-$3.95M	11	7.13%	Reduced
134	abrdn Investment Management Edinburgh, United Kingdom	$1.69B	-$127M	6	5.73%	Reduced
135	Coatue Management New York	$1.68B	+$161M	6	15.18%	Increased
136	Korea Investment Corp Seoul, South Korea	$1.67B	+$82.9M	12	7.8%	Increased
137	Raymond James & Associates St Petersburg, Florida	$1.63B	+$50.4M	18	3.51%	Increased
138	Los Angeles Capital Management Los Angeles, California	$1.62B	+$866M	12	10.14%	Increased
139	STRS Ohio Columbus, Ohio	$1.61B	-$52.2M	14	7.19%	Reduced
140	Independent Franchise Partners London, United Kingdom	$1.6B	+$9.98M	2	14.38%	Increased
141	Aberdeen Asset Management Aberdeen, United Kingdom	$1.57B	+$9.09M	13	5.24%	Increased
142	SEI Investments Oaks, Pennsylvania	$1.53B	+$36.9M	16	6.11%	Increased
143	Citigroup New York	$1.49B	-$97.6M	21	1.34%	Reduced
144	Renaissance Technologies New York	$1.45B	+$139M	13	1.85%	Increased
145	NFA Nationwide Fund Advisors Columbus, Ohio	$1.42B	+$80.8M	19	5.7%	Increased
146	Yacktman Asset Management Austin, Texas	$1.41B	-$160M	3	13.69%	Reduced
147	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.37B	+$124M	10	8.17%	Increased
148	CIBC Private Wealth Group Atlanta, Georgia	$1.37B	+$1.45M	8	8.6%	Increased
149	Axa Paris, France	$1.35B	-$67.5M	13	6.13%	Reduced
150	Retirement Systems of Alabama Montgomery, Alabama	$1.35B	-$25.5M	12	7.26%	Reduced