← 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
151	State of Tennessee, Department of Treasury Nashville, Tennessee	$828M	-$61.7M	9	4.83%	Reduced
152	NFA Nationwide Fund Advisors Columbus, Ohio	$825M	-$100M	11	3.81%	Reduced
153	State of Michigan Retirement System Lansing, Michigan	$823M	-$59M	8	6.18%	Reduced
154	Pictet Asset Management (UK) London, United Kingdom	$813M	+$15.8M	9	4.07%	Increased
155	Commerzbank Aktiengesellschaft Frankfurt, Germany	$809M	+$192M	10	3.48%	Increased
156	Teacher Retirement System of Texas Austin, Texas	$787M	-$47M	10	7.14%	Reduced
157	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$785M	+$163M	11	5.02%	Increased
158	AIG American International Group New York	$784M	+$12.3M	13	3.68%	Increased
159	Robeco Institutional Asset Management Rotterdam, Netherlands	$776M	+$68.8M	8	5.96%	Increased
160	GE General Electric Evendale, Ohio	$774M	+$36.5M	6	3.62%	Increased
161	LBG Lloyds Banking Group London, United Kingdom	$770M	-$42.5M	8	6.86%	Reduced
162	British Columbia Investment Management Victoria, British Columbia, Canada	$769M	-$38.2M	9	6.48%	Reduced
163	US Bancorp Minneapolis, Minnesota	$762M	-$6.06M	13	3.12%	Reduced
164	Longview Partners St Peter Port, Guernsey	$761M	-$7.39M	1	5.91%	Reduced
165	BNP Paribas Asset Management Paris, France	$746M	-$137M	10	5.66%	Reduced
166	Suntrust Banks Atlanta, Georgia	$745M	+$39M	10	2.74%	Increased
167	1832 Asset Management Toronto, Ontario, Canada	$741M	-$104M	5	2.55%	Reduced
168	First Trust Advisors Wheaton, Illinois	$741M	+$92M	10	3.25%	Increased
169	Polen Capital Management Boca Raton, Florida	$723M	-$8.13M	2	15.64%	Reduced
170	Natixis Paris, France	$721M	-$444M	7	9.38%	Reduced
171	MLICM Metropolitan Life Insurance Company (MetLife) New York	$710M	-$17.2M	10	4.92%	Reduced
172	Sanders Capital West Palm Beach, Florida	$709M	-$56.7M	2	8.23%	Reduced
173	Ruffer LLP London, United Kingdom	$704M	+$49.9M	4	21.52%	Increased
174	CS Cisco Systems San Jose, California	$702M	$0	1	65.35%	Maintained
175	KeyBank National Association Cleveland, Ohio	$692M	-$19.6M	9	5.35%	Reduced