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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
226	C WorldWide Group Copenhagen, Denmark	$634M	-$14.4M	5	12.24%	Reduced
227	PIM Platinum Investment Management Sydney Australia 2000, Australia	$632M	-$17.3M	5	18.61%	Reduced
228	Sentry Investments Toronto, Ontario, Canada	$628M	-$59.4M	4	4.78%	Reduced
229	Longview Partners St Peter Port, Guernsey	$627M	-$6.79M	1	4.15%	Reduced
230	Fort Washington Investment Advisors Cincinnati, Ohio	$626M	+$37.5M	7	10.45%	Increased
231	Robeco Institutional Asset Management Rotterdam, Netherlands	$618M	-$99.7M	11	4.84%	Reduced
232	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$608M	-$81.6M	13	5.93%	Reduced
233	Glenview Capital Management New York	$605M	+$245M	1	4.09%	Increased
234	CCI Columbus Circle Investors	$603M	-$70.2M	3	7.86%	Reduced
235	Fayez Sarofim & Co Houston, Texas	$601M	-$13.3M	6	3.3%	Reduced
236	CCM Cantillon Capital Management New York	$599M	-$61.4M	2	8.38%	Reduced
237	GGHC Gilder Gagnon Howe & Co New York	$595M	-$45.7M	7	11.73%	Reduced
238	Victory Capital Management San Antonio, Texas	$592M	-$40.2M	13	1.49%	Reduced
239	Polar Capital London, United Kingdom	$590M	+$29.4M	8	9.41%	Increased
240	Millennium Management New York	$586M	-$703M	18	1.23%	Reduced
241	USS Investment Management London, United Kingdom	$584M	-$150M	6	8.95%	Reduced
242	JP Morgan Private Wealth Advisors San Francisco, California	$574M	-$9.46M	16	4.99%	Reduced
243	CIBC World Market Toronto, Ontario, Canada	$559M	+$408M	11	1.93%	Increased
244	Marshall Wace London, United Kingdom	$555M	+$6.14M	12	3.65%	Increased
245	Natixis Paris, France	$553M	+$173M	9	5.69%	Increased
246	Federated Hermes Pittsburgh, Pennsylvania	$549M	-$54.7M	14	1.65%	Reduced
247	Fifth Third Bancorp Cincinnati, Ohio	$545M	+$15.7M	14	4.39%	Increased
248	Discovery Capital Management South Norwalk, Connecticut	$544M	+$285M	3	9.16%	Increased
249	Fiduciary Management Inc Milwaukee, Wisconsin	$542M	+$170M	2	3.32%	Increased
250	ProShare Advisors Bethesda, Maryland	$537M	+$141M	12	5.94%	Increased