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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	Hotchkis & Wiley Capital Management Los Angeles, California	$1.27B	-$173M	3	4.83%	Reduced
277	Cerity Partners New York	$1.26B	-$358M	15	6.15%	Reduced
278	Yacktman Asset Management Austin, Texas	$1.25B	-$51.1M	3	12.31%	Reduced
279	Xponance Philadelphia, Pennsylvania	$1.23B	+$15.1M	20	16.76%	Increased
280	M&G Investment Management London, United Kingdom	$1.23B	-$51M	8	5.48%	Reduced
281	PineBridge Investments New York	$1.22B	-$12.1M	16	13.53%	Reduced
282	Two Sigma Investments New York	$1.22B	+$403M	31	3.27%	Increased
283	Carmignac Gestion Paris, France	$1.21B	-$46M	5	22.27%	Reduced
284	Harding Loevner Bridgewater, New Jersey	$1.2B	-$173M	5	7.95%	Reduced
285	Epoch Investment Partners New York	$1.2B	+$30.5M	8	7.67%	Increased
286	Montrusco Bolton Investments Montreal, Quebec, Canada	$1.2B	+$173M	3	17.5%	Increased
287	Gateway Investment Advisers Cincinnati, Ohio	$1.2B	-$50.3M	9	15.06%	Reduced
288	CIBC World Market Toronto, Ontario, Canada	$1.2B	+$25.4M	16	3.95%	Increased
289	TCW Group Los Angeles, California	$1.16B	-$48.5M	8	14.59%	Reduced
290	Alphinity Investment Management Sydney, Australia	$1.15B	+$199M	2	18.4%	Increased
291	British Columbia Investment Management Victoria, British Columbia, Canada	$1.15B	+$157M	15	10.91%	Increased
292	Altshuler Shaham Tel Aviv, Israel	$1.14B	+$266M	10	30.97%	Increased
293	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.14B	-$36.1M	18	11.51%	Reduced
294	Axiom Investors Greenwich, Connecticut	$1.13B	+$281M	4	16.19%	Increased
295	CIP Champlain Investment Partners Burlington, Vermont	$1.11B	-$119M	4	7.22%	Reduced
296	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.11B	+$624M	10	12.05%	Increased
297	Impax Asset Management Group London, United Kingdom	$1.11B	-$48.2M	7	4.97%	Reduced
298	TPSF Texas Permanent School Fund Austin, Texas	$1.1B	-$14M	12	10.73%	Reduced
299	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$1.1B	-$40.6M	2	17.08%	Reduced
300	IFM Investors Melbourne, Australia	$1.09B	+$36.5M	14	14.36%	Increased