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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
301	CCM Cantillon Capital Management New York	$879M	-$9.37M	3	7.35%	Reduced
302	Nikko Asset Management Americas New York	$873M	+$389M	8	7.73%	Increased
303	Railway Pension Investments London, United Kingdom	$868M	-$6.59M	11	8.97%	Reduced
304	PGGM Investments Zeist, Netherlands	$867M	+$59.3M	7	4.53%	Increased
305	PointState Capital New York	$862M	+$155M	4	22.61%	Increased
306	Yacktman Asset Management Austin, Texas	$858M	-$27.3M	3	12.72%	Reduced
307	Mairs & Power Inc St Paul, Minnesota	$846M	+$1.26M	6	10.57%	Increased
308	M&G Investment Management London, United Kingdom	$841M	-$53.4M	13	8.37%	Reduced
309	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$841M	+$96M	11	5.59%	Increased
310	Creative Planning Overland Park, Kansas	$840M	+$28.4M	19	2.19%	Increased
311	TI TT International London, United Kingdom	$829M	+$773M	5	42.83%	New
312	AEGON Asset Management (UK) Edinburgh, United Kingdom	$827M	+$2.26M	7	16.72%	Increased
313	CBT Capital Bank & Trust Irvine, California	$825M	-$9.66M	7	11.1%	Reduced
314	MC Maplelane Capital New York	$824M	+$298M	6	15.11%	Increased
315	Utah Retirement Systems Salt Lake City, Utah	$813M	+$25.4M	18	13.5%	Increased
316	Causeway Capital Management Los Angeles, California	$808M	+$17.4M	4	15.04%	Increased
317	Manning & Napier Group Fairport, New York	$808M	-$68.9M	8	8.2%	Reduced
318	Thornburg Investment Management Santa Fe, New Mexico	$803M	-$64.4M	8	10.62%	Reduced
319	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$795M	+$23.3M	9	23.73%	Increased
320	PCM Palestra Capital Management New York	$789M	+$232M	4	18.36%	Increased
321	ARK Investment Management St. Petersburg, Florida	$785M	+$479M	8	4.65%	Increased
322	State of Alaska Department of Revenue Juneau, Alaska	$775M	-$14M	13	9.56%	Reduced
323	PineBridge Investments New York	$770M	+$11.6M	13	13.3%	Increased
324	TPSF Texas Permanent School Fund Austin, Texas	$768M	+$54.1M	12	10.36%	Increased
325	WBC Westpac Banking Corp Sydney, Australia	$767M	-$19.9M	16	10.39%	Reduced