← 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	Ninety One (UK) London, United Kingdom	$4.49B	-$125M	3	13.36%	Reduced
127	Fiera Capital (Canada) Montreal, Quebec, Canada	$4.44B	-$538M	8	13.62%	Reduced
128	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.38B	+$132M	21	6.61%	Increased
129	KBC Group Brussels, Belgium	$4.3B	+$161M	22	15.24%	Increased
130	AQR Capital Management Greenwich, Connecticut	$4.28B	+$292M	24	8.06%	Increased
131	HighTower Advisors Chicago, Illinois	$4.26B	+$94.1M	27	7.15%	Increased
132	Chevy Chase Trust Bethesda, Maryland	$4.24B	-$27.8M	11	15.18%	Reduced
133	Allspring Global Investments Charlotte, North Carolina	$4.19B	-$301M	21	6.95%	Reduced
134	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4.19B	+$159M	17	6.08%	Increased
135	Flossbach Von Storch Cologne, Germany	$4.12B	-$885M	5	18.78%	Reduced
136	Bank of Nova Scotia Toronto, Ontario, Canada	$4.08B	+$1.59B	15	7.65%	Increased
137	State of Wisconsin Investment Board Madison, Wisconsin	$4.03B	-$10M	24	11.38%	Reduced
138	Fundsmith LLP London, United Kingdom	$3.97B	-$328M	2	16.61%	Reduced
139	Artisan Partners Milwaukee, Wisconsin	$3.94B	+$121M	10	6.07%	Increased
140	Natixis Advisors Boston, Massachusetts	$3.93B	+$186M	16	10.35%	Increased
141	Axa Paris, France	$3.92B	-$14.4M	17	12.64%	Reduced
142	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.88B	+$118M	13	9.87%	Increased
143	BNP Paribas Financial Markets Paris, France	$3.85B	+$625M	26	4.37%	Increased
144	AustralianSuper Melbourne, Australia	$3.82B	-$133M	8	22.93%	Reduced
145	Two Sigma Advisers New York	$3.8B	+$92.2M	31	8.9%	Increased
146	Truist Financial Charlotte, North Carolina	$3.72B	-$530M	23	5.91%	Reduced
147	First Eagle Investment Management New York	$3.63B	-$320M	5	8.64%	Reduced
148	Aviva London, United Kingdom	$3.61B	+$104M	15	12.93%	Increased
149	Public Employees Retirement Association of Colorado Denver, Colorado	$3.6B	-$18.6M	22	16.62%	Reduced
150	Bank Julius Baer & Co Zurich, Switzerland	$3.56B	+$344M	19	15.06%	Increased