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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	Axiom Investors Greenwich, Connecticut	$804M	-$11.9M	5	18.05%	Reduced
227	Westfield Capital Management Boston, Massachusetts	$804M	+$47.8M	6	6.17%	Increased
228	Balyasny Asset Management Chicago, Illinois	$802M	-$282M	14	3.14%	Reduced
229	Natixis Advisors Boston, Massachusetts	$795M	-$37.6M	12	8.4%	Reduced
230	SCM Suvretta Capital Management New York	$791M	+$158M	3	22.31%	Increased
231	William Blair & Company Chicago, Illinois	$790M	-$169M	14	5.92%	Reduced
232	Victory Capital Management San Antonio, Texas	$751M	-$31.7M	14	1.69%	Reduced
233	Manning & Napier Advisors Fairport, New York	$747M	-$60.9M	7	6.4%	Reduced
234	Factory Mutual Insurance Waltham, Massachusetts	$742M	-$12.7K	5	8.13%	Reduced
235	Soroban Capital Partners New York	$736M	+$396M	1	2.78%	Increased
236	LSV Asset Management Chicago, Illinois	$726M	-$38M	9	1.2%	Reduced
237	Fort Washington Investment Advisors Cincinnati, Ohio	$725M	-$21.1M	6	11.21%	Reduced
238	DFO Duquesne Family Office New York	$717M	+$111M	4	32.6%	Increased
239	Nomura Asset Management Tokyo, Japan	$715M	-$68.3M	13	9.23%	Reduced
240	JP Morgan Private Wealth Advisors San Francisco, California	$697M	+$22.1M	17	5.02%	Increased
241	Polar Capital London, United Kingdom	$697M	-$9.5M	6	7.85%	Reduced
242	SAM Southeastern Asset Management Memphis, Tennessee	$693M	-$41.6M	1	8.33%	Reduced
243	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$692M	-$33.7M	1	24.26%	Reduced
244	Comerica Bank Dallas, Texas	$689M	+$4.65M	14	4.98%	Increased
245	Assenagon Asset Management Senningerberg, Luxembourg	$688M	+$321M	8	6.39%	Increased
246	Millennium Management New York	$687M	-$154M	18	1.05%	Reduced
247	ValueAct Holdings San Francisco, California	$671M	-$511M	1	6.73%	Reduced
248	GGHC Gilder Gagnon Howe & Co New York	$669M	-$17.6M	6	9.41%	Reduced
249	Fifth Third Bancorp Cincinnati, Ohio	$669M	+$12.8M	14	4.79%	Increased
250	TPI Tesco Pension Investment London, United Kingdom	$657M	+$8.34M	4	18.86%	Increased