← 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	KeyBank National Association Cleveland, Ohio	$852M	-$13.3M	11	5.1%	Reduced
202	TCW Group Los Angeles, California	$850M	-$1.9M	7	7.06%	Reduced
203	Jane Street New York	$849M	+$9.18M	15	2.98%	Increased
204	State of Michigan Retirement System Lansing, Michigan	$845M	+$3.58M	11	6.39%	Increased
205	KBC Group Brussels, Belgium	$839M	-$7.37M	13	8.11%	Reduced
206	Alkeon Capital Management New York	$821M	-$5.78M	4	6.62%	Reduced
207	Commerzbank Aktiengesellschaft Frankfurt, Germany	$821M	-$8.58M	13	13.78%	Reduced
208	CIBC World Markets New York	$818M	-$18.8M	10	8.65%	Reduced
209	BNP Paribas Asset Management Paris, France	$817M	-$65.2M	14	7.23%	Reduced
210	Longview Partners St Peter Port, Guernsey	$815M	+$32.7M	1	4.7%	Increased
211	Numeric Investors Boston, Massachusetts	$811M	+$144M	11	7.18%	Increased
212	Diamond Hill Capital Management Columbus, Ohio	$808M	+$17.2M	4	4.36%	Increased
213	Harding Loevner Bridgewater, New Jersey	$807M	-$121M	4	4.94%	Reduced
214	MLICM Metropolitan Life Insurance Company (MetLife) New York	$806M	-$4.08M	15	5.57%	Reduced
215	Thomaspartners Boston, Massachusetts	$804M	+$37.5M	3	6.91%	Increased
216	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$802M	-$265M	12	2.56%	Reduced
217	Robeco Institutional Asset Management Rotterdam, Netherlands	$798M	-$25.6M	12	5.14%	Reduced
218	Findlay Park Partners London, United Kingdom	$798M	-$18.9M	2	8.15%	Reduced
219	Millennium Management New York	$797M	+$94.9M	19	1.42%	Increased
220	Zurich Cantonal Bank Zurich, Switzerland	$786M	+$2.91M	17	7.73%	Increased
221	Two Sigma Advisers New York	$785M	-$468M	17	2.59%	Reduced
222	Natixis Advisors Boston, Massachusetts	$784M	+$12.2M	12	8.49%	Increased
223	Calamos Advisors Naperville, Illinois	$773M	-$48.4M	13	5.72%	Reduced
224	Hermes Investment Management London Uk, United Kingdom	$760M	+$77.2M	5	12.38%	Increased
225	Manning & Napier Advisors Fairport, New York	$759M	-$412M	7	6.53%	Reduced