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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
276	PineBridge Investments New York	$1.05B	+$66.5M	16	11.84%	Increased
277	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.04B	+$27.7M	22	4.59%	Increased
278	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.03B	+$41.8M	20	10.33%	Increased
279	Iconiq Capital San Francisco, California	$1.03B	-$711M	6	15.69%	Reduced
280	WCM Investment Management Laguna Beach, California	$1.03B	-$31.2M	4	3.29%	Reduced
281	Xponance Philadelphia, Pennsylvania	$1.03B	+$14M	19	14.99%	Increased
282	CIBC World Market Toronto, Ontario, Canada	$1.01B	+$1.75M	18	3.41%	Increased
283	ESCM Echo Street Capital Management New York	$1.01B	+$91.4M	10	9.05%	Increased
284	Zurich Insurance Group Zurich, Switzerland	$981M	+$19.5M	4	12.31%	Increased
285	TCW Group Los Angeles, California	$978M	+$9.44M	9	12.51%	Increased
286	Artemis Investment Management Edinburgh, United Kingdom	$976M	-$28.7M	8	11.95%	Reduced
287	VanEck Associates New York	$970M	+$96.9M	15	2.21%	Increased
288	TPSF Texas Permanent School Fund Austin, Texas	$952M	+$275M	12	9.45%	Increased
289	H&H International Investment Palo Alto, California	$951M	+$11.9M	2	7.15%	Increased
290	Third Point New York	$931M	+$555M	3	15.23%	Increased
291	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$930M	+$45.2M	17	11.57%	Increased
292	AEGON Asset Management (UK) Edinburgh, United Kingdom	$928M	+$4.28M	7	16.2%	Increased
293	CIBC World Markets New York	$916M	-$1.77B	10	14.95%	Reduced
294	Vontobel Holding Zurich, Switzerland	$913M	-$73.6M	22	8.49%	Reduced
295	First Pacific Advisors El Segundo, California	$913M	-$21.3M	5	14.17%	Reduced
296	Cardano Risk Management Rotterdam, Netherlands	$910M	+$20.3M	4	63.91%	Increased
297	GAM GuardCap Asset Management London, United Kingdom	$907M	-$10.4M	3	12.68%	Reduced
298	Guggenheim Capital Chicago, Illinois	$903M	+$68.3M	18	7.6%	Increased
299	Fjarde Ap-fonden Stockholm, Sweden	$884M	-$14.3M	14	11.93%	Reduced
300	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$879M	+$47.8M	4	9.12%	Increased