← 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	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.45B	-$21.1M	12	12.21%	Reduced
202	D1 Capital Partners New York	$2.45B	-$169M	3	15.99%	Reduced
203	Handelsbanken Fonder Stockholm, Sweden	$2.41B	-$91.8M	23	12.57%	Reduced
204	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.35B	-$138M	16	14.4%	Reduced
205	AustralianSuper Melbourne, Australia	$2.34B	+$13.7M	7	16.35%	Increased
206	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.33B	+$18.1M	19	13.49%	Increased
207	Panagora Asset Management Boston, Massachusetts	$2.3B	-$80.8M	23	12.33%	Reduced
208	ACI AMP Capital Investors Sydney, Australia	$2.27B	-$95.8M	17	10.9%	Reduced
209	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.27B	+$155M	19	12.35%	Increased
210	AIG American International Group New York	$2.27B	-$90.8M	25	7.68%	Reduced
211	Zurich Cantonal Bank Zurich, Switzerland	$2.25B	-$195M	24	12.49%	Reduced
212	Man Group London, United Kingdom	$2.21B	-$146M	22	7.79%	Reduced
213	Findlay Park Partners London, United Kingdom	$2.21B	-$28.1M	3	15.01%	Reduced
214	HighTower Advisors Chicago, Illinois	$2.2B	+$73.8M	23	6.38%	Increased
215	ARK Investment Management St. Petersburg, Florida	$2.2B	-$119M	10	4.1%	Reduced
216	Commonwealth Equity Services Waltham, Massachusetts	$2.2B	+$56M	26	5.59%	Increased
217	Nomura Asset Management Tokyo, Japan	$2.17B	+$22.5M	18	12.59%	Increased
218	Fifth Third Bancorp Cincinnati, Ohio	$2.15B	-$39.8M	23	9.45%	Reduced
219	SCGE Management Menlo Park, California	$2.14B	$0	5	20.04%	Maintained
220	KeyBank National Association Cleveland, Ohio	$2.12B	-$23.9M	16	9.31%	Reduced
221	Brown Brothers Harriman & Co New York	$2.1B	-$14.8M	18	12.4%	Reduced
222	Natixis Advisors Boston, Massachusetts	$2.09B	+$107M	15	9.75%	Increased
223	Independent Franchise Partners London, United Kingdom	$2.08B	-$175M	3	15.49%	Reduced
224	Aristotle Capital Management Los Angeles, California	$2.07B	+$9.29M	1	3.96%	Increased
225	William Blair Investment Management Chicago, Illinois	$2.04B	+$7.77M	9	6.4%	Increased