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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	Flossbach Von Storch Cologne, Germany	$1.91B	+$70.4M	6	15.19%	Increased
152	Citadel Advisors Miami, Florida	$1.87B	+$78.1M	27	0.88%	Increased
153	Federated Hermes Pittsburgh, Pennsylvania	$1.85B	+$48.3M	17	4.54%	Increased
154	AIG American International Group New York	$1.85B	+$334M	19	7.45%	Increased
155	Retirement Systems of Alabama Montgomery, Alabama	$1.84B	-$86.3M	12	8.84%	Reduced
156	VVP Vulcan Value Partners Birmingham, Alabama	$1.84B	+$261M	4	15.6%	Increased
157	Asset Management One Tokyo, Japan	$1.81B	-$4.8M	14	8.73%	Reduced
158	C WorldWide Group Copenhagen, Denmark	$1.8B	-$8.67M	5	22.77%	Reduced
159	JSP Jackson Square Partners Larkspur, California	$1.79B	-$249M	4	9.83%	Reduced
160	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.79B	+$47.3M	13	4.7%	Increased
161	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.78B	+$12.7M	18	9.49%	Increased
162	Royal London Asset Management United Kingdom	$1.77B	+$458M	14	13.43%	Increased
163	Aviva London, United Kingdom	$1.77B	+$89.8M	14	12.01%	Increased
164	Coatue Management New York	$1.77B	-$147M	7	15.17%	Reduced
165	Assenagon Asset Management Senningerberg, Luxembourg	$1.7B	+$564M	12	11.36%	Increased
166	Fundsmith LLP London, United Kingdom	$1.69B	+$2.55M	1	8.66%	Increased
167	Arrowstreet Capital Boston, Massachusetts	$1.69B	-$190M	11	3.93%	Reduced
168	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.68B	+$36.7M	14	7.8%	Increased
169	AMF Tjänstepension Stockholm, Sweden	$1.66B	-$119M	5	17.05%	Reduced
170	Epoch Investment Partners New York	$1.66B	-$44.3M	5	7.55%	Reduced
171	William Blair & Company Chicago, Illinois	$1.65B	-$58.1M	16	9.49%	Reduced
172	Ruane, Cunniff & Goldfarb New York	$1.63B	+$1.82M	4	21.41%	Increased
173	Polar Capital London, United Kingdom	$1.63B	+$36.1M	10	14.63%	Increased
174	DnB Asset Management Oslo, Norway	$1.58B	-$39.6M	13	17.88%	Reduced
175	USS Investment Management London, United Kingdom	$1.58B	-$60.8M	6	16.33%	Reduced