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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
251	Polar Capital London, United Kingdom	$416M	+$58.6M	7	8.11%	Increased
252	DSM Capital Partners Palm Beach Gardens, Florida	$416M	+$51.9M	3	7.67%	Increased
253	CI Investments Inc Toronto, Ontario, Canada	$416M	-$115M	4	4.7%	Reduced
254	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$412M	+$24.7M	5	7.15%	Increased
255	HCM Holland Capital Management Chicago, Illinois	$407M	-$32.6M	4	9.33%	Reduced
256	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$405M	-$222M	8	2.63%	Reduced
257	Bessemer Group Woodbridge, New Jersey	$404M	+$20.9M	11	2.18%	Increased
258	MSA Mason Street Advisors Milwaukee, Wisconsin	$403M	+$5.54M	9	2.82%	Increased
259	Aristotle Capital Management Los Angeles, California	$402M	+$7.49M	3	5.14%	Increased
260	John W. Bristol & Co New York	$396M	-$35.9M	3	7.2%	Reduced
261	Burgundy Asset Management Toronto, Ontario, Canada	$393M	-$55.3M	2	4.33%	Reduced
262	DnB Asset Management Oslo, Norway	$390M	+$3.23M	7	8.83%	Increased
263	M&T Bank Buffalo, New York	$387M	+$3.76M	12	2.42%	Increased
264	Factory Mutual Insurance Waltham, Massachusetts	$387M	-$19.2M	6	5.21%	Reduced
265	Arizona State Retirement System Phoenix, Arizona	$385M	+$17.9M	9	4.54%	Increased
266	H Hexavest Montreal, Quebec, Canada	$380M	+$2.81M	3	5.68%	Increased
267	NIMC NWQ Investment Management Company Los Angeles, California	$377M	-$55.9M	2	4.52%	Reduced
268	Nisa Investment Advisors St. Louis, Missouri	$376M	-$5.6M	9	5.16%	Reduced
269	Fifth Third Bancorp Cincinnati, Ohio	$375M	+$1.77M	11	3.21%	Increased
270	Maverick Capital Dallas, Texas	$373M	+$155M	2	5.85%	Increased
271	Fayez Sarofim & Co Houston, Texas	$373M	-$1.68M	5	1.77%	Reduced
272	GH GAM Holding Zurich, Switzerland	$367M	-$62.4M	10	5.48%	Reduced
273	Federated Hermes Pittsburgh, Pennsylvania	$365M	-$14.1M	13	1.13%	Reduced
274	South Dakota Investment Council Sioux Falls, South Dakota	$364M	-$3.34M	6	7.13%	Reduced
275	Atalanta Sosnoff Capital New York	$360M	+$100M	7	8.89%	Increased