← 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
176	Ninety One (UK) London, United Kingdom	$692M	+$61.4M	3	4.61%	Increased
177	Citadel Advisors Miami, Florida	$691M	-$669M	12	0.81%	Reduced
178	Guggenheim Capital Chicago, Illinois	$667M	+$19.5M	12	1.9%	Increased
179	Westfield Capital Management Boston, Massachusetts	$660M	+$56.4M	6	3.95%	Increased
180	ACI AMP Capital Investors Sydney, Australia	$654M	-$51.8M	11	4.42%	Reduced
181	IVA International Value Advisers	$646M	-$23.2M	4	15.52%	Reduced
182	Flossbach Von Storch Cologne, Germany	$645M	+$1.22M	5	17.17%	Increased
183	Wellcome Trust London, United Kingdom	$644M	-$27.3M	4	15.85%	Reduced
184	Sentry Investments Toronto, Ontario, Canada	$643M	-$30.7M	4	9.12%	Reduced
185	Lord, Abbett & Co Jersey City, New Jersey	$642M	+$19.2M	8	1.46%	Increased
186	Korea Investment Corp Seoul, South Korea	$633M	-$6.81M	8	5.61%	Reduced
187	Public Employees Retirement Association of Colorado Denver, Colorado	$615M	-$1.59M	10	5.26%	Reduced
188	Carmignac Gestion Paris, France	$606M	-$45.6M	1	4.44%	Reduced
189	Luther King Capital Management (LKCM) Fort Worth, Texas	$593M	-$39.6M	8	4.83%	Reduced
190	Manning & Napier Advisors Fairport, New York	$587M	-$35.8M	5	2.42%	Reduced
191	PIM Platinum Investment Management Sydney Australia 2000, Australia	$581M	-$53.4M	3	10.36%	Reduced
192	Jensen Investment Management Lake Oswego, Oregon	$577M	-$27M	3	8.32%	Reduced
193	Discovery Capital Management South Norwalk, Connecticut	$576M	-$505M	2	4.2%	Reduced
194	NIMC NWQ Investment Management Company Los Angeles, California	$569M	-$84.6M	2	4.97%	Reduced
195	CI Investments Inc Toronto, Ontario, Canada	$567M	-$229M	5	5.98%	Reduced
196	WBC Westpac Banking Corp Sydney, Australia	$564M	+$53.1M	11	6.01%	Increased
197	First Manhattan New York	$564M	+$25.7M	8	3.72%	Increased
198	CIBC Private Wealth Group Atlanta, Georgia	$562M	+$542M	7	4.78%	New
199	Fiduciary Management Inc Milwaukee, Wisconsin	$555M	+$53.2M	1	3%	Increased
200	Thornburg Investment Management Santa Fe, New Mexico	$537M	-$480M	4	2.12%	Reduced