← 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	AustralianSuper Melbourne, Australia	$1.19B	+$135M	5	12.47%	Increased
202	Fort Washington Investment Advisors Cincinnati, Ohio	$1.18B	-$34.3M	7	13.25%	Reduced
203	Man Group London, United Kingdom	$1.18B	+$28.3M	18	4.47%	Increased
204	CI Investments Inc Toronto, Ontario, Canada	$1.17B	+$59M	7	6.59%	Increased
205	Jensen Investment Management Lake Oswego, Oregon	$1.17B	+$39.8M	5	13.97%	Increased
206	Westfield Capital Management Boston, Massachusetts	$1.17B	-$72.6M	8	8.9%	Reduced
207	KeyBank National Association Cleveland, Ohio	$1.17B	-$2.56M	12	6.95%	Reduced
208	Zurich Cantonal Bank Zurich, Switzerland	$1.15B	+$4.47M	18	10.34%	Increased
209	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.14B	+$398M	12	10.37%	Increased
210	Banque Pictet & Cie Geneva 73, Switzerland	$1.12B	+$188M	9	21.43%	Increased
211	JP Morgan Private Wealth Advisors San Francisco, California	$1.12B	+$11.7M	18	5.82%	Increased
212	Whale Rock Capital Management Boston, Massachusetts	$1.11B	-$336M	5	20.01%	Reduced
213	Yacktman Asset Management Austin, Texas	$1.11B	-$83.3M	3	13.7%	Reduced
214	MSL Mackay Shields LLC New York	$1.1B	-$16.3M	14	7.98%	Reduced
215	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.09B	+$55.3M	17	4.52%	Increased
216	Envestnet Asset Management Chicago, Illinois	$1.09B	+$96.7M	17	1.49%	Increased
217	Factory Mutual Insurance Waltham, Massachusetts	$1.09B	-$84.6M	6	12.84%	Reduced
218	DFO Duquesne Family Office New York	$1.07B	+$286M	5	31.08%	Increased
219	Two Sigma Advisers New York	$1.07B	-$145M	19	2.7%	Reduced
220	State of Michigan Retirement System Lansing, Michigan	$1.06B	+$51.4M	12	8.48%	Increased
221	Lord, Abbett & Co Jersey City, New Jersey	$1.05B	-$185M	9	3.51%	Reduced
222	Charles Schwab Investment Advisory San Francisco, California	$1.04B	-$65.3M	3	1.76%	Reduced
223	Acadian Asset Management Boston, Massachusetts	$1.04B	+$294M	17	4.46%	Increased
224	Teacher Retirement System of Texas Austin, Texas	$1.04B	+$74.8M	12	8.84%	Increased
225	Fifth Third Bancorp Cincinnati, Ohio	$1.03B	+$40.9M	17	6.61%	Increased