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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
126	Veritas Asset Management London, United Kingdom	$955M	+$911M	2	22.76%	New
127	Axa Paris, France	$947M	+$954M	8	5.03%	New
128	SG Americas Securities New York	$939M	+$937M	10	4.59%	New
129	BNP Paribas Asset Management Paris, France	$920M	+$926M	10	6.82%	New
130	KeyBank National Association Cleveland, Ohio	$920M	+$922M	9	3.4%	New
131	AWM Ashmore Wealth Management Wilmington, Delaware	$913M	+$905M	4	21.56%	New
132	Ruane, Cunniff & Goldfarb New York	$909M	+$909M	4	5.85%	New
133	Harding Loevner Bridgewater, New Jersey	$898M	+$869M	4	8.7%	New
134	Gateway Investment Advisers Cincinnati, Ohio	$892M	+$887M	8	7.76%	New
135	abrdn Investment Management Edinburgh, United Kingdom	$879M	+$859M	8	5.57%	New
136	D.E. Shaw & Co New York	$877M	+$869M	11	1.65%	New
137	Marsico Capital Management Denver, Colorado	$867M	+$834M	3	5.44%	New
138	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$852M	+$848M	9	4.82%	New
139	Capital Guardian Trust Los Angeles, California	$850M	+$852M	7	5.91%	New
140	CI Investments Inc Toronto, Ontario, Canada	$840M	+$806M	4	9.14%	New
141	Epoch Investment Partners New York	$833M	+$820M	3	4.15%	New
142	Lone Pine Capital Greenwich, Connecticut	$829M	+$800M	1	4.04%	New
143	Edgewood Management Greenwich, Connecticut	$826M	+$795M	3	11.12%	New
144	Retirement Systems of Alabama Montgomery, Alabama	$826M	+$818M	8	5.54%	New
145	SZC Sleep, Zakaria & Co London, United Kingdom	$818M	+$785M	1	62.89%	New
146	1832 Asset Management Toronto, Ontario, Canada	$808M	+$807M	6	3.54%	New
147	British Columbia Investment Management Victoria, British Columbia, Canada	$790M	+$787M	9	6.51%	New
148	PIM Platinum Investment Management Sydney Australia 2000, Australia	$787M	+$751M	2	15.01%	New
149	Calamos Advisors Naperville, Illinois	$782M	+$763M	7	5.11%	New
150	Boston Partners Boston, Massachusetts	$772M	+$744M	5	2.13%	New