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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	CIBC World Markets New York	$727M	-$637M	12	7.73%	Reduced
252	CAM ClariVest Asset Management San Diego, California	$725M	-$15.1M	10	12.49%	Reduced
253	Federated Hermes Pittsburgh, Pennsylvania	$714M	-$79.5M	16	2.07%	Reduced
254	Point72 Asset Management Stamford, Connecticut	$713M	-$82.3M	11	2.98%	Reduced
255	CI Investments Inc Toronto, Ontario, Canada	$709M	-$125M	9	8.16%	Reduced
256	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$708M	-$83.7M	2	28.55%	Reduced
257	Two Sigma Investments New York	$691M	+$94.7M	15	2.3%	Increased
258	Nuveen Charlotte, North Carolina	$688M	-$8.96M	14	4.49%	Reduced
259	Bank of Nova Scotia Toronto, Ontario, Canada	$688M	-$51.5M	13	3.55%	Reduced
260	Manning & Napier Group Fairport, New York	$688M	+$15M	7	6.75%	Increased
261	Sustainable Growth Advisers Stamford, Connecticut	$686M	-$42.9M	3	8.15%	Reduced
262	Fiduciary Management Inc Milwaukee, Wisconsin	$681M	+$30.2M	2	4.17%	Increased
263	CBT Capital Bank & Trust Irvine, California	$668M	-$13.9M	13	9.06%	Reduced
264	M&T Bank Buffalo, New York	$662M	-$1.44M	14	3.56%	Reduced
265	TPI Tesco Pension Investment London, United Kingdom	$659M	-$32.2M	4	17.62%	Reduced
266	Silver Lake Group Menlo Park, California	$658M	$0	1	18.12%	Maintained
267	Baird Financial Group Milwaukee, Wisconsin	$657M	+$16.8M	10	4.63%	Increased
268	SG Americas Securities New York	$651M	+$472M	20	5.2%	Increased
269	Jane Street New York	$649M	-$436M	19	1.68%	Reduced
270	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$646M	+$21.4M	11	4.52%	Increased
271	Fjarde Ap-fonden Stockholm, Sweden	$644M	+$5.82M	11	9.83%	Increased
272	LPL Financial San Diego, California	$642M	+$70.9M	19	1.77%	Increased
273	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$638M	+$15.6M	7	3.98%	Increased
274	Virginia Retirement Systems Richmond, Virginia	$637M	+$11M	10	7.69%	Increased
275	CCM Cantillon Capital Management New York	$632M	-$14.8M	2	7.18%	Reduced