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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	AIG American International Group New York	$1.32B	-$36.1M	25	9.64%	Reduced
227	M&T Bank Buffalo, New York	$1.32B	+$3.22M	19	5.88%	Increased
228	LSV Asset Management Chicago, Illinois	$1.31B	+$1.09M	11	3.07%	Increased
229	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.3B	+$131M	2	21.79%	Increased
230	GQG Partners Ft. Lauderdale, Florida	$1.3B	-$2.21B	2	3.75%	Reduced
231	Independent Franchise Partners London, United Kingdom	$1.3B	+$113M	3	13.64%	Increased
232	Diamond Hill Capital Management Columbus, Ohio	$1.28B	+$108M	3	6.15%	Increased
233	Federated Hermes Pittsburgh, Pennsylvania	$1.28B	-$5.15M	18	3.74%	Reduced
234	Mariner Overland Park, Kansas	$1.26B	+$87.5M	23	5.05%	Increased
235	AIM Allen Investment Management New York	$1.26B	+$115M	12	21.76%	Increased
236	MetLife Investment Management Whippany, New Jersey	$1.25B	-$19.1M	26	10.42%	Reduced
237	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.25B	-$197M	8	17.47%	Reduced
238	Nisa Investment Advisors St. Louis, Missouri	$1.22B	+$2.93M	25	10.36%	Increased
239	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.21B	+$1.59M	7	8.42%	Increased
240	Mairs & Power Inc St Paul, Minnesota	$1.2B	-$23.2M	6	15.14%	Reduced
241	Man Group London, United Kingdom	$1.17B	+$1.33B	20	5.41%	New
242	Glenmede Trust Philadelphia, Pennsylvania	$1.15B	+$8.24M	16	7.24%	Increased
243	Rathbones Group Liverpool, United Kingdom	$1.14B	+$1.78M	9	14.1%	Increased
244	Hudson Bay Capital Management Stamford, Connecticut	$1.14B	+$24.5M	11	10.07%	Increased
245	Arizona State Retirement System Phoenix, Arizona	$1.14B	-$14M	25	11.75%	Reduced
246	Amalgamated Bank New York	$1.13B	+$37.2M	26	10.95%	Increased
247	Commerce Bank Kansas City, Missouri	$1.13B	+$7.32M	20	9.85%	Increased
248	Acadian Asset Management Boston, Massachusetts	$1.13B	-$107M	20	6.2%	Reduced
249	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.13B	+$329M	21	4.84%	Increased
250	Epoch Investment Partners New York	$1.13B	+$15.4M	8	7.35%	Increased