← 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	Soroban Capital Partners New York	$3.85B	+$8.08M	4	29.16%	Increased
152	Public Employees Retirement Association of Colorado Denver, Colorado	$3.81B	-$94.4M	23	15.57%	Reduced
153	CI Investments Inc Toronto, Ontario, Canada	$3.79B	+$90.8M	23	13.06%	Increased
154	BNP Paribas Financial Markets Paris, France	$3.76B	+$1.59B	25	5.35%	Increased
155	Mawer Investment Management Calgary, Alberta, Canada	$3.71B	-$342M	5	16.72%	Reduced
156	First Manhattan New York	$3.67B	-$54.2M	19	12.11%	Reduced
157	Millennium Management New York	$3.66B	+$867M	35	1.86%	Increased
158	William Blair & Company Chicago, Illinois	$3.65B	+$143M	25	11.46%	Increased
159	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.62B	-$60.4M	23	10.49%	Reduced
160	SEI Investments Oaks, Pennsylvania	$3.58B	+$132M	26	6.71%	Increased
161	KBC Group Brussels, Belgium	$3.52B	-$350M	17	11.61%	Reduced
162	Alkeon Capital Management New York	$3.5B	+$209M	6	6.49%	Increased
163	STRS Ohio Columbus, Ohio	$3.46B	-$61.1M	22	12.01%	Reduced
164	Baird Financial Group Milwaukee, Wisconsin	$3.41B	-$83.8M	19	7.97%	Reduced
165	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.39B	-$38.3M	18	6.52%	Reduced
166	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.37B	-$2.22B	35	0.51%	Reduced
167	Polar Capital Holdings London, United Kingdom	$3.36B	+$435M	12	12.59%	Increased
168	CIBC World Markets New York	$3.35B	+$333M	13	17.83%	Increased
169	Lord, Abbett & Co Jersey City, New Jersey	$3.33B	+$447M	11	7.59%	Increased
170	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.32B	+$430M	19	13.18%	Increased
171	Natixis Paris, France	$3.31B	-$798M	19	11.3%	Reduced
172	National Bank of Canada Montreal, Quebec, Canada	$3.3B	+$3.3B	30	11.26%	New
173	BNP Paribas Asset Management Paris, France	$3.29B	+$29.1M	16	10.98%	Increased
174	Retirement Systems of Alabama Montgomery, Alabama	$3.27B	-$98.5M	12	11.39%	Reduced
175	HighTower Advisors Chicago, Illinois	$3.26B	+$357M	28	7.15%	Increased