← 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	Chevy Chase Trust Bethesda, Maryland	$2.12B	-$9.29M	11	9.11%	Reduced
127	Panagora Asset Management Boston, Massachusetts	$2.09B	-$53.1M	15	7.83%	Reduced
128	Raymond James & Associates St Petersburg, Florida	$2.06B	+$81.2M	17	3.78%	Increased
129	JSP Jackson Square Partners Larkspur, California	$2.06B	-$375M	4	10.46%	Reduced
130	CIBC Private Wealth Group Atlanta, Georgia	$2.02B	-$28.3M	20	8.56%	Reduced
131	Bessemer Group Woodbridge, New Jersey	$2.01B	-$27.6M	14	7.8%	Reduced
132	Citadel Advisors Miami, Florida	$1.99B	+$355M	22	1.21%	Increased
133	Korea Investment Corp Seoul, South Korea	$1.99B	+$78.6M	12	9.07%	Increased
134	LPU Lansdowne Partners (UK) London, United Kingdom	$1.96B	+$92.4M	2	17.99%	Increased
135	Veritas Asset Management London, United Kingdom	$1.94B	+$55.1M	4	15.09%	Increased
136	1832 Asset Management Toronto, Ontario, Canada	$1.85B	+$200M	9	6.01%	Increased
137	William Blair Investment Management Chicago, Illinois	$1.84B	-$451M	6	7.13%	Reduced
138	STRS Ohio Columbus, Ohio	$1.83B	-$53.8M	16	7.82%	Reduced
139	Independent Franchise Partners London, United Kingdom	$1.81B	+$28.9M	2	15.39%	Increased
140	Los Angeles Capital Management Los Angeles, California	$1.79B	-$55.8M	11	9.76%	Reduced
141	Renaissance Technologies New York	$1.78B	+$237M	15	1.96%	Increased
142	Third Point New York	$1.76B	+$280M	2	12.71%	Increased
143	Citigroup New York	$1.74B	-$36.9M	22	1.4%	Reduced
144	Axa Paris, France	$1.71B	+$36.6M	15	6.72%	Increased
145	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.71B	+$64.4M	10	8.52%	Increased
146	SEI Investments Oaks, Pennsylvania	$1.67B	-$86.6M	18	5.78%	Reduced
147	VVP Vulcan Value Partners Birmingham, Alabama	$1.62B	+$45.2M	2	13.27%	Increased
148	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.59B	+$49.2M	15	7.8%	Increased
149	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.57B	+$241M	15	18.06%	Increased
150	NN Investment Partners Holdings The Hague, Netherlands	$1.57B	-$18.3M	12	11.09%	Reduced