← 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	$1.35B	+$41M	11	6.46%	Increased
152	Aviva London, United Kingdom	$1.34B	+$24.8M	13	7.49%	Increased
153	1832 Asset Management Toronto, Ontario, Canada	$1.34B	-$96.5M	10	6.05%	Reduced
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.31B	+$7.56M	15	7.18%	Increased
155	Third Point New York	$1.28B	+$650M	3	11.39%	Increased
156	DSM Capital Partners Palm Beach Gardens, Florida	$1.28B	+$146M	4	18.93%	Increased
157	Guggenheim Capital Chicago, Illinois	$1.24B	+$119M	16	3.3%	Increased
158	Parnassus Investments San Francisco, California	$1.23B	+$51.1M	4	5.21%	Increased
159	Wellcome Trust London, United Kingdom	$1.23B	$0	3	20.99%	Maintained
160	US Bancorp Minneapolis, Minnesota	$1.23B	+$25.1M	17	4.1%	Increased
161	AIG American International Group New York	$1.22B	+$20.3M	16	4.34%	Increased
162	Public Employees Retirement Association of Colorado Denver, Colorado	$1.21B	+$5.16M	13	8.92%	Increased
163	Ruane, Cunniff & Goldfarb New York	$1.21B	+$64.8M	4	11.19%	Increased
164	Epoch Investment Partners New York	$1.21B	-$385M	4	4.08%	Reduced
165	Pendal Group Sydney, Australia	$1.2B	+$1.11B	12	17.42%	New
166	Glenview Capital Management New York	$1.2B	+$611M	2	7.78%	Increased
167	Flossbach Von Storch Cologne, Germany	$1.18B	+$261M	6	13.46%	Increased
168	Teacher Retirement System of Texas Austin, Texas	$1.18B	+$27.1M	13	8.14%	Increased
169	Stifel Financial St. Louis, Missouri	$1.18B	+$57M	17	4.36%	Increased
170	NN Investment Partners Holdings The Hague, Netherlands	$1.15B	-$118M	13	10.63%	Reduced
171	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$1.14B	+$214M	1	81.91%	Increased
172	ACI AMP Capital Investors Sydney, Australia	$1.13B	+$14M	12	6.67%	Increased
173	VVP Vulcan Value Partners Birmingham, Alabama	$1.1B	-$31.1M	1	9.84%	Reduced
174	ValueAct Holdings San Francisco, California	$1.1B	-$480M	1	9.86%	Reduced
175	PointState Capital New York	$1.1B	+$179M	4	11.92%	Increased