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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
201	CCM Cantillon Capital Management New York	$695M	+$22.1M	2	13.07%	Increased
202	MLICM Metropolitan Life Insurance Company (MetLife) New York	$687M	-$83.5M	12	5.28%	Reduced
203	Fiduciary Management Inc Milwaukee, Wisconsin	$681M	-$36.1M	1	3.87%	Reduced
204	Orbis Holdings Hamilton, Bermuda	$677M	-$188M	5	5.3%	Reduced
205	BNP Paribas Asset Management Paris, France	$674M	-$17.7M	13	5.73%	Reduced
206	Balyasny Asset Management Chicago, Illinois	$673M	+$240M	8	4.67%	Increased
207	Egerton Capital (UK) London, United Kingdom	$649M	+$322M	1	6.74%	Increased
208	Luther King Capital Management (LKCM) Fort Worth, Texas	$649M	-$8.18M	7	6.09%	Reduced
209	Flossbach Von Storch Cologne, Germany	$649M	-$253M	4	11.06%	Reduced
210	Longview Partners St Peter Port, Guernsey	$648M	+$4.24M	1	4.42%	Increased
211	AMF Tjänstepension Stockholm, Sweden	$638M	-$6.91M	7	8.96%	Reduced
212	Jensen Investment Management Lake Oswego, Oregon	$610M	+$1.27M	5	10.23%	Increased
213	Sculptor Capital New York	$604M	+$12M	5	3.3%	Increased
214	CCMH Cornerstone Capital Management Holdings New York	$604M	+$20.1M	11	4.96%	Increased
215	Aperio Group Sausalito, California	$594M	+$42.6M	12	5.44%	Increased
216	CCI Columbus Circle Investors	$592M	+$161M	3	4.75%	Increased
217	Alkeon Capital Management New York	$592M	+$343M	3	12%	Increased
218	Federated Hermes Pittsburgh, Pennsylvania	$591M	+$44.6M	14	1.87%	Increased
219	Robeco Institutional Asset Management Rotterdam, Netherlands	$586M	-$125M	9	5.01%	Reduced
220	GGHC Gilder Gagnon Howe & Co New York	$585M	+$642K	7	9.41%	Increased
221	USS Investment Management London, United Kingdom	$584M	+$304M	6	9.63%	Increased
222	Corvex Management New York	$584M	+$555M	1	7.77%	New
223	Polar Capital London, United Kingdom	$582M	+$81.4M	8	10.52%	Increased
224	Rockefeller Financial Services New York	$578M	-$47.2M	9	11.23%	Reduced
225	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$560M	-$447M	11	3.41%	Reduced