← 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	Bank of Nova Scotia Toronto, Ontario, Canada	$2.6B	+$281M	12	6.32%	Increased
127	Harding Loevner Bridgewater, New Jersey	$2.58B	-$398M	4	11.47%	Reduced
128	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.54B	-$103M	18	9.56%	Reduced
129	Wellcome Trust London, United Kingdom	$2.51B	+$12.4M	6	33.58%	Increased
130	Los Angeles Capital Management Los Angeles, California	$2.45B	-$223M	12	12.21%	Reduced
131	Aperio Group Sausalito, California	$2.42B	+$46.7M	18	8.7%	Increased
132	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.4B	-$257M	16	6.83%	Reduced
133	STRS Ohio Columbus, Ohio	$2.37B	-$64.7M	16	9.91%	Reduced
134	Veritas Asset Management London, United Kingdom	$2.33B	+$78.5M	3	20%	Increased
135	Public Employees Retirement Association of Colorado Denver, Colorado	$2.33B	+$20.3M	18	13.14%	Increased
136	SEI Investments Oaks, Pennsylvania	$2.33B	-$101M	20	6.95%	Reduced
137	Boston Partners Boston, Massachusetts	$2.32B	-$323M	10	3.07%	Reduced
138	DSM Capital Partners Palm Beach Gardens, Florida	$2.32B	+$47.4M	5	30.69%	Increased
139	Prudential plc London, England, United Kingdom	$2.31B	-$752M	11	9.73%	Reduced
140	ProShare Advisors Bethesda, Maryland	$2.3B	+$104M	18	10.64%	Increased
141	William Blair Investment Management Chicago, Illinois	$2.29B	+$12.4M	7	9.11%	Increased
142	1832 Asset Management Toronto, Ontario, Canada	$2.24B	+$19.3M	8	6.8%	Increased
143	Axa Paris, France	$2.23B	-$33.4M	15	9.07%	Reduced
144	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.2B	+$55.6M	13	7.06%	Increased
145	US Bancorp Minneapolis, Minnesota	$2.18B	+$1.82M	22	5.58%	Increased
146	Truist Financial Charlotte, North Carolina	$2.12B	+$1.71B	18	4.32%	Increased
147	Fiera Capital (Canada) Montreal, Quebec, Canada	$2.12B	+$463M	8	7.06%	Increased
148	Panagora Asset Management Boston, Massachusetts	$2.11B	-$238M	17	9.56%	Reduced
149	VVP Vulcan Value Partners Birmingham, Alabama	$2.1B	+$121M	4	16.15%	Increased
150	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.1B	-$70.4M	10	14.05%	Reduced