← 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	Man Group London, United Kingdom	$1.28B	-$58.9M	19	4.75%	Reduced
202	Soroban Capital Partners New York	$1.28B	-$33.2M	3	17.98%	Reduced
203	Fort Washington Investment Advisors Cincinnati, Ohio	$1.26B	+$16M	7	13.93%	Increased
204	Melvin Capital Management New York	$1.25B	-$1.66M	2	10.16%	Reduced
205	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.25B	-$531M	16	11.31%	Reduced
206	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.23B	+$25.8M	17	4.48%	Increased
207	Alkeon Capital Management New York	$1.23B	-$3.41M	4	4.35%	Reduced
208	KeyBank National Association Cleveland, Ohio	$1.23B	-$20.3M	14	7.01%	Reduced
209	Longview Partners St Peter Port, Guernsey	$1.23B	+$2.14M	1	5.71%	Increased
210	Zurich Cantonal Bank Zurich, Switzerland	$1.22B	+$13.3M	20	10.25%	Increased
211	Appaloosa LP Short Hills, New Jersey	$1.22B	+$644M	3	35.73%	Increased
212	First Pacific Advisors El Segundo, California	$1.22B	-$78.7M	6	11.45%	Reduced
213	Gateway Investment Advisers Cincinnati, Ohio	$1.2B	-$112M	11	12.11%	Reduced
214	Natixis Paris, France	$1.19B	+$381M	13	7.66%	Increased
215	JP Morgan Private Wealth Advisors San Francisco, California	$1.19B	+$60.4M	18	6.19%	Increased
216	Charles Schwab Investment Advisory San Francisco, California	$1.17B	+$18.8M	3	1.8%	Increased
217	Marshall Wace North America New York	$1.16B	+$148M	12	6.62%	Increased
218	Fifth Third Bancorp Cincinnati, Ohio	$1.14B	-$2.21M	18	6.83%	Reduced
219	Teacher Retirement System of Texas Austin, Texas	$1.11B	-$78M	14	9.72%	Reduced
220	CIBC World Market Toronto, Ontario, Canada	$1.11B	+$188M	14	4.96%	Increased
221	Yacktman Asset Management Austin, Texas	$1.09B	-$43.9M	3	13.38%	Reduced
222	Burgundy Asset Management Toronto, Ontario, Canada	$1.09B	-$5.89M	3	10.85%	Reduced
223	Findlay Park Partners London, United Kingdom	$1.08B	-$51.6M	2	9.45%	Reduced
224	Millennium Management New York	$1.08B	+$226M	22	1.71%	Increased
225	Renaissance Technologies New York	$1.06B	-$977M	11	0.9%	Reduced