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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	LSV Asset Management Chicago, Illinois	$855M	+$88M	10	1.35%	Increased
227	Melvin Capital Management New York	$849M	-$282M	5	8.05%	Reduced
228	Orbis Allan Gray Hamilton, Bermuda	$845M	-$479M	2	4.96%	Reduced
229	Victory Capital Management San Antonio, Texas	$832M	+$22.5M	14	1.75%	Increased
230	Factory Mutual Insurance Waltham, Massachusetts	$820M	-$9.53M	6	8.58%	Reduced
231	Generation Investment Management London, United Kingdom	$803M	-$309M	3	7.78%	Reduced
232	JP Morgan Private Wealth Advisors San Francisco, California	$801M	+$28.7M	17	5.28%	Increased
233	Marshall Wace North America New York	$796M	+$198M	14	4.4%	Increased
234	CI Investments Inc Toronto, Ontario, Canada	$782M	-$259M	10	8.02%	Reduced
235	ValueAct Holdings San Francisco, California	$771M	+$48.3K	1	7.8%	Increased
236	Nisa Investment Advisors St. Louis, Missouri	$763M	+$44.3M	14	7.86%	Increased
237	Axiom Investors Greenwich, Connecticut	$761M	-$77.3M	5	19.09%	Reduced
238	Comerica Bank Dallas, Texas	$760M	-$13.9M	15	5.07%	Reduced
239	DFO Duquesne Family Office New York	$754M	-$47.2M	4	37.99%	Reduced
240	Fifth Third Bancorp Cincinnati, Ohio	$750M	+$1.48M	16	5.1%	Increased
241	Two Sigma Advisers New York	$740M	-$186M	15	2%	Reduced
242	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$738M	+$47M	2	26.94%	Increased
243	AC Alleghany Corporation New York	$729M	-$1.73M	3	21.65%	Reduced
244	PointState Capital New York	$727M	-$579M	3	7.06%	Reduced
245	Federated Hermes Pittsburgh, Pennsylvania	$724M	+$5.53K	16	2.04%	Increased
246	Banque Pictet & Cie Geneva 73, Switzerland	$722M	+$30.8M	9	14.42%	Increased
247	HCM Highfields Capital Management Boston, Massachusetts	$720M	+$232M	3	5.99%	Increased
248	Gulf International Bank (UK) London, United Kingdom	$716M	+$1.03M	12	9.1%	Increased
249	Point72 Asset Management Stamford, Connecticut	$692M	-$332M	10	2.99%	Reduced
250	Bank of Nova Scotia Toronto, Ontario, Canada	$691M	+$118M	13	3.15%	Increased