← 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	SEI Investments Oaks, Pennsylvania	$2.2B	-$410M	25	4.88%	Reduced
152	William Blair & Company Chicago, Illinois	$2.18B	-$44.6M	25	9.47%	Reduced
153	Retirement Systems of Alabama Montgomery, Alabama	$2.16B	-$66M	13	9.4%	Reduced
154	STRS Ohio Columbus, Ohio	$2.14B	-$89.8M	16	9.67%	Reduced
155	Aviva London, United Kingdom	$2.11B	+$250M	16	10.37%	Increased
156	CI Investments Inc Toronto, Ontario, Canada	$2.1B	-$65M	22	10.64%	Reduced
157	AustralianSuper Melbourne, Australia	$2.1B	+$406M	6	13.94%	Increased
158	Marshall Wace London, United Kingdom	$2.09B	+$73.1M	27	4.69%	Increased
159	Los Angeles Capital Management Los Angeles, California	$2.08B	-$144M	13	10.12%	Reduced
160	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.06B	-$24.3M	26	4.14%	Reduced
161	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.05B	+$56.4M	9	11.26%	Increased
162	Ninety One (UK) London, United Kingdom	$2.03B	-$888M	4	6.51%	Reduced
163	Mawer Investment Management Calgary, Alberta, Canada	$2.03B	-$5.91M	4	11.42%	Reduced
164	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.01B	+$263M	10	10.69%	Increased
165	Winslow Capital Management Minneapolis, Minnesota	$1.97B	-$741M	4	10.96%	Reduced
166	SC US (TTGP) Menlo Park, California	$1.96B	-$32.3M	1	25.83%	Reduced
167	Millennium Management New York	$1.95B	+$113M	36	1.08%	Increased
168	Vontobel Asset Management New York	$1.93B	-$107M	5	15.33%	Reduced
169	Corient Private Wealth Miami, Florida	$1.91B	+$2B	20	6.93%	New
170	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.9B	-$240M	17	4.92%	Reduced
171	Hotchkis & Wiley Capital Management Los Angeles, California	$1.88B	+$94.8M	3	7.22%	Increased
172	Viking Global Investors Stamford, Connecticut	$1.87B	+$196M	2	9.37%	Increased
173	Edgewood Management Greenwich, Connecticut	$1.86B	-$571M	2	6.61%	Reduced
174	Natixis Advisors Boston, Massachusetts	$1.86B	+$20.2M	15	7.03%	Increased
175	Nomura Asset Management Tokyo, Japan	$1.85B	+$85.1M	19	10.77%	Increased