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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	Dimensional Fund Advisors Austin, Texas	$1.03B	+$34.2M	11	0.89%	Increased
127	Thornburg Investment Management Santa Fe, New Mexico	$981M	-$282M	4	3.96%	Reduced
128	Axa Paris, France	$971M	+$7.16M	8	4.78%	Increased
129	abrdn Investment Management Edinburgh, United Kingdom	$962M	+$62M	8	5.58%	Increased
130	ING Group Amsterdam, Netherlands	$962M	-$103M	8	4.84%	Reduced
131	Discovery Capital Management South Norwalk, Connecticut	$961M	+$147M	4	8.45%	Increased
132	AWM Ashmore Wealth Management Wilmington, Delaware	$942M	+$38M	4	20.53%	Increased
133	Ruane, Cunniff & Goldfarb New York	$936M	+$36.5M	4	5.56%	Increased
134	Renaissance Technologies New York	$924M	+$195M	9	2.24%	Increased
135	Veritas Asset Management London, United Kingdom	$922M	-$7.84M	2	21.81%	Reduced
136	SZC Sleep, Zakaria & Co London, United Kingdom	$916M	-$5.97M	1	64.58%	Reduced
137	Natixis Paris, France	$900M	+$291M	6	9.61%	Increased
138	Harding Loevner Bridgewater, New Jersey	$878M	-$35.1M	4	7.83%	Reduced
139	Coatue Management New York	$876M	+$203M	3	8.92%	Increased
140	Canada Life Winnipeg, Manitoba, Canada	$849M	+$547M	10	3.35%	Increased
141	Gateway Investment Advisers Cincinnati, Ohio	$844M	-$59.3M	8	7.18%	Reduced
142	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$842M	-$18.7M	10	4.52%	Reduced
143	Soros Fund Management New York	$829M	+$224M	5	9.07%	Increased
144	Retirement Systems of Alabama Montgomery, Alabama	$818M	-$19M	8	5.2%	Reduced
145	Capital Guardian Trust Los Angeles, California	$813M	-$71.6M	7	5.62%	Reduced
146	Calamos Advisors Naperville, Illinois	$810M	-$12.8M	8	5.08%	Reduced
147	BNP Paribas Asset Management Paris, France	$793M	-$179M	10	5.97%	Reduced
148	Chevy Chase Trust Bethesda, Maryland	$782M	+$27.2M	8	6.38%	Increased
149	Edgewood Management Greenwich, Connecticut	$781M	-$85.4M	3	9.76%	Reduced
150	Marsico Capital Management Denver, Colorado	$777M	-$108M	3	5.74%	Reduced