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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
176	Aviva London, United Kingdom	$2.52B	+$2.12M	17	13.13%	Increased
177	Apollo Management Holdings New York	$2.47B	$0	1	18.27%	Maintained
178	Skye Global Management West Palm Beach, Florida	$2.45B	+$607M	4	57.42%	Increased
179	Baird Financial Group Milwaukee, Wisconsin	$2.44B	+$43.9M	17	7.29%	Increased
180	C WorldWide Group Copenhagen, Denmark	$2.41B	+$43.6M	4	24.14%	Increased
181	Mawer Investment Management Calgary, Alberta, Canada	$2.41B	+$46.1M	5	14.18%	Increased
182	VVP Vulcan Value Partners Birmingham, Alabama	$2.34B	-$1.98M	3	15.14%	Reduced
183	Independent Franchise Partners London, United Kingdom	$2.32B	+$74.5M	4	19.96%	Increased
184	AustralianSuper Melbourne, Australia	$2.32B	-$34.6M	8	17.41%	Reduced
185	Mirae Asset Global Investments Seoul, South Korea	$2.3B	+$3.72M	23	8.54%	Increased
186	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.29B	-$3.21M	12	12.9%	Reduced
187	NN Investment Partners Holdings The Hague, Netherlands	$2.23B	-$285M	17	13.55%	Reduced
188	AMF Tjänstepension Stockholm, Sweden	$2.22B	+$32.2M	5	18.16%	Increased
189	Man Group London, United Kingdom	$2.21B	-$231M	22	9.71%	Reduced
190	Coatue Management New York	$2.2B	+$6.74M	4	8.23%	Increased
191	CIBC World Market Toronto, Ontario, Canada	$2.19B	+$587M	19	6.97%	Increased
192	First Manhattan New York	$2.17B	+$37.2M	14	10.4%	Increased
193	Generation Investment Management London, United Kingdom	$2.16B	+$307M	5	9.66%	Increased
194	Storebrand Asset Management Lysaker, Norway	$2.16B	+$87.2M	16	12.82%	Increased
195	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.16B	+$1.24B	12	5.75%	Increased
196	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.16B	+$47.6M	24	5.4%	Increased
197	Citadel Advisors Miami, Florida	$2.15B	-$1.02B	30	0.56%	Reduced
198	DnB Asset Management Oslo, Norway	$2.14B	+$10.2M	14	18.71%	Increased
199	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.13B	-$212M	12	9.03%	Reduced
200	ARK Investment Management St. Petersburg, Florida	$2.13B	+$1.01B	11	5.66%	Increased