← 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	Cornerstone Investment Partners Atlanta, Georgia	$716M	+$46.9M	4	7.97%	Increased
177	Manning & Napier Advisors Fairport, New York	$710M	-$142M	4	2.95%	Reduced
178	Capital Guardian Trust Los Angeles, California	$701M	+$19.8M	9	4.99%	Increased
179	Guggenheim Capital Chicago, Illinois	$698M	-$13.2M	12	1.67%	Reduced
180	MLICM Metropolitan Life Insurance Company (MetLife) New York	$695M	+$1.14M	10	5%	Increased
181	Appaloosa Management Miami Beach, Florida	$692M	+$65.1M	2	10.2%	Increased
182	Longview Partners St Peter Port, Guernsey	$685M	-$11.5M	1	5.45%	Reduced
183	First Manhattan New York	$680M	+$6.29M	9	3.95%	Increased
184	Ruffer LLP London, United Kingdom	$674M	-$121M	4	24.14%	Reduced
185	State of Tennessee, Department of Treasury Nashville, Tennessee	$671M	-$37.4M	9	3.83%	Reduced
186	Polen Capital Management Boca Raton, Florida	$665M	-$22.3M	2	14.95%	Reduced
187	SH SeaTown Holdings Singapore	$662M	+$669M	1	77.19%	New
188	KeyBank National Association Cleveland, Ohio	$657M	-$27.6M	9	4.5%	Reduced
189	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$651M	+$101M	9	4.24%	Increased
190	PIM Platinum Investment Management Sydney Australia 2000, Australia	$645M	-$16M	4	13.13%	Reduced
191	Korea Investment Corp Seoul, South Korea	$641M	-$26.3M	8	5.23%	Reduced
192	Third Point New York	$640M	+$647M	1	7.34%	New
193	ACI AMP Capital Investors Sydney, Australia	$639M	-$32.7M	11	4.03%	Reduced
194	Fiduciary Management Inc Milwaukee, Wisconsin	$634M	-$15.7M	1	3.41%	Reduced
195	Coatue Management New York	$629M	+$133M	5	6.43%	Increased
196	Public Employees Retirement Association of Colorado Denver, Colorado	$627M	-$3.82M	10	5.38%	Reduced
197	CIBC Private Wealth Group Atlanta, Georgia	$627M	+$22.2M	7	4.93%	Increased
198	Aviva London, United Kingdom	$625M	-$5.76M	10	4.94%	Reduced
199	Luther King Capital Management (LKCM) Fort Worth, Texas	$623M	+$15.2M	9	5.12%	Increased
200	Independent Franchise Partners London, United Kingdom	$619M	+$52.4M	1	8.6%	Increased