← 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
201	Aviva London, United Kingdom	$532M	+$4.21M	10	4.31%	Increased
202	BRC Blue Ridge Capital New York	$528M	-$51.2M	2	5.84%	Reduced
203	ACM Atlanta Capital Management Atlanta, Georgia	$511M	-$135M	5	3.52%	Reduced
204	CCI Columbus Circle Investors	$504M	+$23.2M	2	3.35%	Increased
205	SEI Trust Company Oaks, Pennsylvania	$504M	-$52.3M	10	5.01%	Reduced
206	Employees Provident Fund Board Shah Alam, Malaysia	$498M	-$23.6M	4	16.05%	Reduced
207	Appaloosa Management Miami Beach, Florida	$493M	+$240M	1	5.44%	Increased
208	Comerica Bank Dallas, Texas	$490M	-$1.65M	10	3.75%	Reduced
209	TPSF Texas Permanent School Fund Austin, Texas	$487M	-$30.8M	8	5.02%	Reduced
210	MC Montag & Caldwell Atlanta, Georgia	$486M	-$226M	4	4.25%	Reduced
211	BWA Brave Warrior Advisors New York	$482M	+$28.7M	2	19.5%	Increased
212	Diamond Hill Capital Management Columbus, Ohio	$481M	+$43M	2	4.11%	Increased
213	Vontobel Asset Management New York	$476M	+$201M	3	5.52%	Increased
214	Orbis Holdings Hamilton, Bermuda	$474M	+$328M	2	3.76%	Increased
215	I.G. Investment Management Winnipeg, Manitoba, Canada	$474M	+$2.3M	10	1.7%	Increased
216	John W. Bristol & Co New York	$458M	-$107M	3	8.02%	Reduced
217	ProShare Advisors Bethesda, Maryland	$457M	+$41.2M	11	5.72%	Increased
218	Atalanta Sosnoff Capital New York	$456M	+$119M	4	10.17%	Increased
219	CCM Cantillon Capital Management New York	$452M	-$2.35M	1	10.47%	Reduced
220	PGGM Investments Zeist, Netherlands	$450M	-$57.9M	4	2.35%	Reduced
221	HCM Holland Capital Management Chicago, Illinois	$450M	-$21.5M	4	9.74%	Reduced
222	Burgundy Asset Management Toronto, Ontario, Canada	$446M	+$6.55M	3	5.43%	Increased
223	Fayez Sarofim & Co Houston, Texas	$439M	-$8.91M	4	2.09%	Reduced
224	Los Angeles Capital Management Los Angeles, California	$432M	+$68.5M	9	4.72%	Increased
225	Glenmede Trust Philadelphia, Pennsylvania	$431M	-$9.11M	11	4%	Reduced