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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	Pzena Investment Management New York	$1.15B	-$424M	3	6.72%	Reduced
127	Natixis Paris, France	$1.15B	+$65M	7	9.83%	Increased
128	abrdn Investment Management Edinburgh, United Kingdom	$1.14B	+$21.3M	8	6.01%	Increased
129	AWM Ashmore Wealth Management Wilmington, Delaware	$1.13B	+$36.1M	4	22.15%	Increased
130	USAA United Services Automobile Association San Antonio, Texas	$1.13B	-$157M	11	4.49%	Reduced
131	Discovery Capital Management South Norwalk, Connecticut	$1.13B	-$65.7M	3	8.38%	Reduced
132	Fred Alger Management New York	$1.12B	-$204M	7	5.71%	Reduced
133	Cornerstone Investment Partners Atlanta, Georgia	$1.11B	-$82.9M	4	14.17%	Reduced
134	Ruane, Cunniff & Goldfarb New York	$1.09B	-$21.9M	4	6.07%	Reduced
135	D.E. Shaw & Co New York	$1.08B	-$272M	11	1.47%	Reduced
136	Marsico Capital Management Denver, Colorado	$1.05B	+$48.8M	3	7.4%	Increased
137	William Blair & Company Chicago, Illinois	$1.02B	+$138M	12	1.69%	Increased
138	Canada Life Winnipeg, Manitoba, Canada	$1.02B	+$36.7M	10	3.62%	Increased
139	Capital Guardian Trust Los Angeles, California	$1B	+$16M	7	6.6%	Increased
140	Harding Loevner Bridgewater, New Jersey	$993M	-$51M	4	7.68%	Reduced
141	Edgewood Management Greenwich, Connecticut	$990M	-$7.15M	3	11.07%	Reduced
142	Retirement Systems of Alabama Montgomery, Alabama	$976M	+$33.5M	8	5.79%	Increased
143	Thrivent Financial for Lutherans Minneapolis, Minnesota	$972M	+$83.4M	8	5.92%	Increased
144	AQR Capital Management Greenwich, Connecticut	$969M	+$161M	12	2.89%	Increased
145	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$961M	-$8.43M	10	5.14%	Reduced
146	Lone Pine Capital Greenwich, Connecticut	$953M	+$326M	1	4.1%	Increased
147	Gateway Investment Advisers Cincinnati, Ohio	$948M	-$29.7M	8	7.59%	Reduced
148	Calamos Advisors Naperville, Illinois	$925M	-$71.8M	9	5.88%	Reduced
149	ING Group Amsterdam, Netherlands	$914M	-$199M	8	4.6%	Reduced
150	Chevy Chase Trust Bethesda, Maryland	$906M	+$3.51M	8	6.62%	Increased