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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	SCGE Management Menlo Park, California	$1.41B	+$44.9M	4	27.17%	Increased
227	Fort Washington Investment Advisors Cincinnati, Ohio	$1.4B	-$61.4M	8	15.76%	Reduced
228	Banque Pictet & Cie Geneva 73, Switzerland	$1.4B	-$9.18M	11	23.41%	Reduced
229	Ruane, Cunniff & Goldfarb New York	$1.4B	-$202M	4	18.73%	Reduced
230	CIBC World Market Toronto, Ontario, Canada	$1.38B	-$107M	19	6.24%	Reduced
231	Marshall Wace North America New York	$1.34B	+$135M	14	8.88%	Increased
232	Aristotle Capital Management Los Angeles, California	$1.34B	-$187M	1	4.51%	Reduced
233	CIBC World Markets New York	$1.34B	+$549K	10	14.36%	Increased
234	Calamos Advisors Naperville, Illinois	$1.33B	-$152M	13	9.41%	Reduced
235	State of Michigan Retirement System Lansing, Michigan	$1.33B	+$111M	11	11.62%	Increased
236	Renaissance Technologies New York	$1.31B	-$26.2M	21	1.13%	Reduced
237	Osaic Holdings Scottsdale, Arizona	$1.3B	+$44.4M	29	4.38%	Increased
238	LSV Asset Management Chicago, Illinois	$1.3B	+$106M	9	2.7%	Increased
239	Rockefeller Capital Management New York	$1.28B	+$113M	20	13.37%	Increased
240	Gateway Investment Advisers Cincinnati, Ohio	$1.28B	-$172M	10	15.07%	Reduced
241	Nisa Investment Advisors St. Louis, Missouri	$1.28B	+$1.53M	17	11.73%	Increased
242	Axiom Investors Greenwich, Connecticut	$1.24B	-$52.6M	5	24.5%	Reduced
243	AIM Allen Investment Management New York	$1.24B	+$111M	9	26.06%	Increased
244	HighTower Advisors Chicago, Illinois	$1.23B	-$16.7M	17	6.73%	Reduced
245	GIM Genesis Investment Management London, United Kingdom	$1.23B	+$74.9M	2	37.14%	Increased
246	Comgest Global Investors Paris, France	$1.2B	+$189M	6	20.19%	Increased
247	Burgundy Asset Management Toronto, Ontario, Canada	$1.19B	-$53.3M	3	13.94%	Reduced
248	Natixis Paris, France	$1.19B	-$597M	15	9.24%	Reduced
249	First Pacific Advisors El Segundo, California	$1.17B	-$184M	7	15.79%	Reduced
250	MSL Mackay Shields LLC New York	$1.17B	-$8.82M	14	9.29%	Reduced