← 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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.35B	+$34.7M	19	12.84%	Increased
177	BNP Paribas Asset Management Paris, France	$2.25B	+$176M	14	12.77%	Increased
178	AustralianSuper Melbourne, Australia	$2.24B	+$129M	8	19.11%	Increased
179	Baird Financial Group Milwaukee, Wisconsin	$2.23B	-$22.5M	14	7.63%	Reduced
180	Mawer Investment Management Calgary, Alberta, Canada	$2.22B	-$105M	5	14.53%	Reduced
181	JP Morgan Private Wealth Advisors San Francisco, California	$2.19B	+$120M	22	8.55%	Increased
182	Mirae Asset Global Investments Seoul, South Korea	$2.18B	+$139M	22	10.83%	Increased
183	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.18B	-$42.3M	12	10.1%	Reduced
184	Longview Partners St Peter Port, Guernsey	$2.17B	-$2.51M	2	10.2%	Reduced
185	C WorldWide Group Copenhagen, Denmark	$2.17B	-$369M	4	24.37%	Reduced
186	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.16B	+$5.49M	11	13.61%	Increased
187	VVP Vulcan Value Partners Birmingham, Alabama	$2.16B	-$807M	4	16.77%	Reduced
188	LPL Financial San Diego, California	$2.12B	+$140M	27	3.31%	Increased
189	Coatue Management New York	$2.11B	+$962M	4	11.09%	Increased
190	Melvin Capital Management New York	$2.09B	-$408M	4	10.4%	Reduced
191	AMF Tjänstepension Stockholm, Sweden	$2.08B	+$74.1M	5	18.99%	Increased
192	Independent Franchise Partners London, United Kingdom	$2.07B	+$175M	4	20.55%	Increased
193	Panagora Asset Management Boston, Massachusetts	$2.03B	-$116M	22	12.74%	Reduced
194	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.03B	+$35.2M	18	14.84%	Increased
195	Findlay Park Partners London, United Kingdom	$2.01B	+$40.4M	3	13.88%	Increased
196	Handelsbanken Fonder Stockholm, Sweden	$2B	-$51.8M	20	14.69%	Reduced
197	Raymond James Financial Services Advisors St. Petersburg, Florida	$2B	+$6.48M	24	5.72%	Increased
198	Zurich Cantonal Bank Zurich, Switzerland	$1.98B	+$242M	24	13.98%	Increased
199	Storebrand Asset Management Lysaker, Norway	$1.98B	+$73.4M	14	14.18%	Increased
200	DnB Asset Management Oslo, Norway	$1.97B	+$187M	12	20.92%	Increased