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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	HCM Highfields Capital Management Boston, Massachusetts	$1.21B	+$206M	4	10.63%	Increased
127	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.19B	+$239M	8	6.24%	Increased
128	Millennium Management New York	$1.15B	+$663M	12	2.23%	Increased
129	Chevy Chase Trust Bethesda, Maryland	$1.12B	+$43.7M	8	7%	Increased
130	Independent Franchise Partners London, United Kingdom	$1.12B	+$40.7M	2	14.2%	Increased
131	Panagora Asset Management Boston, Massachusetts	$1.1B	+$12.4M	10	5.78%	Increased
132	VVP Vulcan Value Partners Birmingham, Alabama	$1.09B	+$97.9M	2	10.61%	Increased
133	Coatue Management New York	$1.08B	-$273M	5	12.17%	Reduced
134	Macquarie Group Sydney, NSW 2000, Australia	$1.07B	+$68.5M	12	2.3%	Increased
135	Manning & Napier Advisors Fairport, New York	$1.04B	-$52.4M	5	5.58%	Reduced
136	GE General Electric Evendale, Ohio	$1.03B	-$3.31M	8	2.44%	Reduced
137	Generation Investment Management London, United Kingdom	$1.02B	-$181M	2	14.77%	Reduced
138	AWM Ashmore Wealth Management Wilmington, Delaware	$1.01B	+$11.4M	4	22.79%	Increased
139	Canada Life Winnipeg, Manitoba, Canada	$981M	+$32.2M	10	3.85%	Increased
140	Discovery Capital Management South Norwalk, Connecticut	$978M	+$486M	6	10.88%	Increased
141	LPU Lansdowne Partners (UK) London, United Kingdom	$953M	+$60.8M	2	8.03%	Increased
142	Ruane, Cunniff & Goldfarb New York	$937M	-$27M	5	4.81%	Reduced
143	Pictet Asset Management (UK) London, United Kingdom	$923M	+$4.81M	10	4.06%	Increased
144	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$922M	+$4.97M	11	5.85%	Increased
145	NFA Nationwide Fund Advisors Columbus, Ohio	$919M	+$716K	12	4.12%	Increased
146	abrdn Investment Management Edinburgh, United Kingdom	$907M	+$190M	3	3.89%	Increased
147	Wellcome Trust London, United Kingdom	$862M	+$6.65M	4	19.06%	Increased
148	Amundi Asset Management US Boston, Massachusetts	$859M	-$600M	6	3.52%	Reduced
149	Marsico Capital Management Denver, Colorado	$852M	+$719M	3	8.88%	Increased
150	Pzena Investment Management New York	$850M	-$32.6M	2	5.41%	Reduced