← 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	Whale Rock Capital Management Boston, Massachusetts	$3.06B	+$74.5M	7	19.97%	Increased
177	Sustainable Growth Advisers Stamford, Connecticut	$3.05B	-$382M	5	15.99%	Reduced
178	Baird Financial Group Milwaukee, Wisconsin	$3.03B	+$7.51M	17	7.88%	Increased
179	BNP Paribas Asset Management Paris, France	$2.95B	-$107M	14	10.52%	Reduced
180	SC US (TTGP) Menlo Park, California	$2.92B	-$1.25B	1	18.6%	Reduced
181	Aviva London, United Kingdom	$2.87B	-$132M	16	12.61%	Reduced
182	Mirae Asset Global Investments Seoul, South Korea	$2.85B	+$377M	20	7.95%	Increased
183	Wellcome Trust London, United Kingdom	$2.84B	-$245M	5	27.06%	Reduced
184	Lord, Abbett & Co Jersey City, New Jersey	$2.82B	-$18M	9	6.8%	Reduced
185	Polar Capital Holdings London, United Kingdom	$2.79B	-$69.2M	10	12.1%	Reduced
186	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.78B	-$11M	12	13.6%	Reduced
187	Federated Hermes Pittsburgh, Pennsylvania	$2.78B	-$132M	20	5.17%	Reduced
188	VVP Vulcan Value Partners Birmingham, Alabama	$2.78B	-$83.1M	3	15.05%	Reduced
189	CIBC World Markets New York	$2.76B	-$285M	12	19.19%	Reduced
190	Asset Management One Tokyo, Japan	$2.75B	-$150M	20	10.22%	Reduced
191	AMF Tjänstepension Stockholm, Sweden	$2.71B	-$274M	5	18.72%	Reduced
192	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.71B	+$77.3M	25	5.52%	Increased
193	DnB Asset Management Oslo, Norway	$2.66B	+$33.3M	14	17.62%	Increased
194	C WorldWide Group Copenhagen, Denmark	$2.62B	-$319M	4	27.01%	Reduced
195	Renaissance Technologies New York	$2.57B	+$708M	20	3.2%	Increased
196	Storebrand Asset Management Lysaker, Norway	$2.55B	-$131M	17	12.39%	Reduced
197	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.55B	-$11.5M	15	9.71%	Reduced
198	Apollo Management Holdings New York	$2.54B	$0	1	14.38%	Maintained
199	NN Investment Partners Holdings The Hague, Netherlands	$2.53B	-$138M	16	13.43%	Reduced
200	Bank Julius Baer & Co Zurich, Switzerland	$2.46B	+$111M	18	15.65%	Increased