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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
151	Discovery Capital Management South Norwalk, Connecticut	$904M	+$69M	3	10.29%	Increased
152	Macquarie Group Sydney, NSW 2000, Australia	$896M	-$34.7M	12	1.76%	Reduced
153	Pzena Investment Management New York	$884M	+$13.7M	2	4.91%	Increased
154	Wellcome Trust London, United Kingdom	$859M	+$2.21M	4	18.42%	Increased
155	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$858M	+$17.2M	11	4.91%	Increased
156	Guggenheim Capital Chicago, Illinois	$855M	+$69.7M	11	2.02%	Increased
157	GE General Electric Evendale, Ohio	$848M	+$82M	8	1.97%	Increased
158	abrdn Investment Management Edinburgh, United Kingdom	$848M	-$516M	3	3.47%	Reduced
159	Pictet Asset Management (UK) London, United Kingdom	$845M	-$52.3M	10	3.51%	Reduced
160	AIG American International Group New York	$831M	+$36.1M	15	3.43%	Increased
161	Teacher Retirement System of Texas Austin, Texas	$820M	+$14.5M	11	6.37%	Increased
162	LSV Asset Management Chicago, Illinois	$804M	+$29.6M	8	1.67%	Increased
163	NFA Nationwide Fund Advisors Columbus, Ohio	$800M	-$1.26M	12	3.22%	Reduced
164	Longview Partners St Peter Port, Guernsey	$795M	+$28.5M	1	5.51%	Increased
165	Polen Capital Management Boca Raton, Florida	$780M	+$39.5M	2	15.2%	Increased
166	HCM Highfields Capital Management Boston, Massachusetts	$778M	+$246M	3	6.94%	Increased
167	Gateway Investment Advisers Cincinnati, Ohio	$769M	-$18.6M	8	6.38%	Reduced
168	ING Group Amsterdam, Netherlands	$767M	-$51.6M	9	3.85%	Reduced
169	First Manhattan New York	$756M	+$74.5M	10	4.36%	Increased
170	Flossbach Von Storch Cologne, Germany	$751M	+$100M	6	16.96%	Increased
171	Calamos Advisors Naperville, Illinois	$742M	-$37.1M	8	4.65%	Reduced
172	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$740M	+$1.41M	8	3.18%	Increased
173	Diamond Hill Capital Management Columbus, Ohio	$729M	+$262M	3	5.06%	Increased
174	Aviva London, United Kingdom	$728M	+$103M	10	4.99%	Increased
175	Thrivent Financial for Lutherans Minneapolis, Minnesota	$719M	-$218M	9	3.98%	Reduced