← 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	Veritas Asset Management London, United Kingdom	$4.43B	+$514M	4	25.44%	Increased
127	Parnassus Investments San Francisco, California	$4.43B	+$349M	3	9.34%	Increased
128	Skye Global Management West Palm Beach, Florida	$4.27B	+$185M	4	71.68%	Increased
129	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$4.26B	-$234M	12	9.08%	Reduced
130	Bank of Nova Scotia Toronto, Ontario, Canada	$4.24B	+$332M	17	7.46%	Increased
131	Chevy Chase Trust Bethesda, Maryland	$4.21B	-$135M	11	14.66%	Reduced
132	Axa Paris, France	$4.18B	-$44.5M	16	11.72%	Reduced
133	Jane Street New York	$4.16B	+$699M	32	1.47%	Increased
134	Fayez Sarofim & Co Houston, Texas	$4.12B	+$154M	8	13.63%	Increased
135	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$4.11B	+$384M	19	10.06%	Increased
136	Egerton Capital (UK) London, United Kingdom	$4.09B	-$1.2B	4	19.42%	Reduced
137	Assenagon Asset Management Senningerberg, Luxembourg	$3.97B	+$256M	20	12.68%	Increased
138	US Bancorp Minneapolis, Minnesota	$3.92B	-$36.3M	27	7.37%	Reduced
139	Natixis Paris, France	$3.88B	-$172M	17	13.41%	Reduced
140	Royal London Asset Management United Kingdom	$3.85B	+$56.3M	15	15.64%	Increased
141	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.76B	+$95.7M	21	13.36%	Increased
142	Mawer Investment Management Calgary, Alberta, Canada	$3.71B	+$335M	5	17.79%	Increased
143	Truist Financial Charlotte, North Carolina	$3.68B	-$17.8M	24	6.04%	Reduced
144	SC US (TTGP) Menlo Park, California	$3.65B	$0	1	20.38%	Maintained
145	Los Angeles Capital Management Los Angeles, California	$3.62B	-$137M	14	16.51%	Reduced
146	SG Americas Securities New York	$3.61B	+$194M	27	16.94%	Increased
147	Berkshire Hathaway Omaha, Nebraska	$3.6B	$0	2	1.23%	Maintained
148	Vontobel Asset Management New York	$3.59B	-$14.7M	3	20.21%	Reduced
149	Public Employees Retirement Association of Colorado Denver, Colorado	$3.56B	-$126M	21	15.69%	Reduced
150	KBC Group Brussels, Belgium	$3.52B	-$300M	16	12.91%	Reduced