← 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	GE General Electric Evendale, Ohio	$910M	+$40.2M	8	2.04%	Increased
152	Retirement Systems of Alabama Montgomery, Alabama	$909M	-$46M	8	4.94%	Reduced
153	Credit Agricole Montrouge Cedex, France	$906M	-$85.2M	11	4.25%	Reduced
154	Wellcome Trust London, United Kingdom	$905M	+$33.8M	4	18.31%	Increased
155	Thrivent Financial for Lutherans Minneapolis, Minnesota	$899M	+$177M	9	4.96%	Increased
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$891M	+$10.5M	11	5.13%	Increased
157	NC Northern Cross Boston, Massachusetts	$884M	+$970M	1	17.88%	New
158	NFA Nationwide Fund Advisors Columbus, Ohio	$867M	+$62.5M	12	3.56%	Increased
159	AIG American International Group New York	$864M	+$13.2M	15	3.46%	Increased
160	Institutional Capital Chicago, Illinois	$858M	-$128M	2	6%	Reduced
161	Teacher Retirement System of Texas Austin, Texas	$831M	-$6.68M	11	6.25%	Reduced
162	1832 Asset Management Toronto, Ontario, Canada	$821M	-$104M	6	2.79%	Reduced
163	LSV Asset Management Chicago, Illinois	$818M	+$28.8M	8	1.7%	Increased
164	Guggenheim Capital Chicago, Illinois	$802M	-$62.5M	12	1.98%	Reduced
165	Flossbach Von Storch Cologne, Germany	$796M	+$23.6M	5	15.39%	Increased
166	Gateway Investment Advisers Cincinnati, Ohio	$788M	-$4.07M	8	6.57%	Reduced
167	Diamond Hill Capital Management Columbus, Ohio	$788M	+$36.2M	3	5.23%	Increased
168	First Manhattan New York	$787M	+$19.5M	10	4.65%	Increased
169	Harding Loevner Bridgewater, New Jersey	$779M	+$160M	4	5.46%	Increased
170	LPU Lansdowne Partners (UK) London, United Kingdom	$756M	+$11.8M	2	6.45%	Increased
171	Natixis Paris, France	$752M	+$356M	7	10.17%	Increased
172	Sanders Capital West Palm Beach, Florida	$746M	-$815K	2	7.03%	Reduced
173	Calamos Advisors Naperville, Illinois	$745M	-$20.1M	9	4.6%	Reduced
174	Comerica Bank Dallas, Texas	$726M	+$357M	10	3.11%	Increased
175	Polen Capital Management Boca Raton, Florida	$724M	-$17.5M	2	14.03%	Reduced