← 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	Arrowstreet Capital Boston, Massachusetts	$1.57B	+$208M	15	4.11%	Increased
152	Aperio Group Sausalito, California	$1.56B	-$2.1M	17	7.89%	Reduced
153	VVP Vulcan Value Partners Birmingham, Alabama	$1.53B	+$94.9M	4	14.14%	Increased
154	Veritas Asset Management London, United Kingdom	$1.5B	-$131M	4	13.9%	Reduced
155	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.48B	-$174M	12	2.53%	Reduced
156	Bank of Nova Scotia Toronto, Ontario, Canada	$1.48B	+$454M	15	6.91%	Increased
157	Federated Hermes Pittsburgh, Pennsylvania	$1.47B	+$9.46M	16	4%	Increased
158	DSM Capital Partners Palm Beach Gardens, Florida	$1.47B	+$190M	5	25.27%	Increased
159	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.44B	+$127M	15	7.85%	Increased
160	Royal London Asset Management United Kingdom	$1.44B	+$590M	13	12.6%	Increased
161	AMF Tjänstepension Stockholm, Sweden	$1.44B	+$315M	7	15.76%	Increased
162	Harding Loevner Bridgewater, New Jersey	$1.43B	+$365M	5	8.28%	Increased
163	William Blair Investment Management Chicago, Illinois	$1.43B	-$401M	7	7.09%	Reduced
164	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.43B	+$13.3M	15	10.4%	Increased
165	NN Investment Partners Holdings The Hague, Netherlands	$1.42B	-$172M	13	12.03%	Reduced
166	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.4B	+$87.4M	15	9.3%	Increased
167	BNP Paribas Financial Markets Paris, France	$1.4B	-$2.53B	20	3.31%	Reduced
168	Polar Capital London, United Kingdom	$1.38B	-$106M	8	14.78%	Reduced
169	Fundsmith LLP London, United Kingdom	$1.38B	-$5.04M	1	8.73%	Reduced
170	AIG American International Group New York	$1.31B	-$24.3M	17	5.38%	Reduced
171	DnB Asset Management Oslo, Norway	$1.28B	-$100M	12	16.6%	Reduced
172	Aviva London, United Kingdom	$1.28B	-$266M	13	9.52%	Reduced
173	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.27B	+$19.4M	14	5.68%	Increased
174	William Blair & Company Chicago, Illinois	$1.26B	-$56.4M	16	9.18%	Reduced
175	ACI AMP Capital Investors Sydney, Australia	$1.24B	+$14M	13	7.85%	Increased