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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	KeyBank National Association Cleveland, Ohio	$685M	-$15.3M	10	4.54%	Reduced
202	MLICM Metropolitan Life Insurance Company (MetLife) New York	$670M	-$12.5M	12	5.15%	Reduced
203	Robeco Institutional Asset Management Rotterdam, Netherlands	$665M	+$81.3M	9	5.33%	Increased
204	Luther King Capital Management (LKCM) Fort Worth, Texas	$664M	+$27M	7	6.6%	Increased
205	CCM Cantillon Capital Management New York	$656M	-$24.8M	2	11.48%	Reduced
206	Federated Hermes Pittsburgh, Pennsylvania	$655M	+$74.5M	14	2.03%	Increased
207	Glenmede Trust Philadelphia, Pennsylvania	$654M	+$112M	13	4.24%	Increased
208	I.G. Investment Management Winnipeg, Manitoba, Canada	$652M	+$104M	10	2.63%	Increased
209	Alkeon Capital Management New York	$645M	+$59.4M	3	13.32%	Increased
210	CCI Columbus Circle Investors	$645M	+$87.5M	4	5.75%	Increased
211	BNP Paribas Asset Management Paris, France	$638M	-$25.2M	13	5.4%	Reduced
212	SSM Sound Shore Management Greenwich, Connecticut	$632M	+$90.2M	5	11.5%	Increased
213	Aperio Group Sausalito, California	$625M	+$31.9M	12	5.35%	Increased
214	Jensen Investment Management Lake Oswego, Oregon	$624M	-$14.6M	5	9.95%	Reduced
215	Fiduciary Management Inc Milwaukee, Wisconsin	$618M	-$57.2M	1	3.64%	Reduced
216	AMF Tjänstepension Stockholm, Sweden	$612M	-$29.1M	5	8.04%	Reduced
217	Third Point New York	$597M	+$575M	2	5.5%	New
218	SG Americas Securities New York	$594M	-$362M	14	4.29%	Reduced
219	CCMH Cornerstone Capital Management Holdings New York	$589M	-$7.37M	12	4.92%	Reduced
220	FWM Frontier Wealth Management Kansas City, Missouri	$589M	+$555M	6	49.28%	Increased
221	Nuveen Charlotte, North Carolina	$584M	+$33.9M	10	3.06%	Increased
222	PIM Platinum Investment Management Sydney Australia 2000, Australia	$580M	+$14.7M	4	12.9%	Increased
223	DekaBank Deutsche Girozentrale Frankfurt, Germany	$574M	+$33.8M	12	6.79%	Increased
224	ProShare Advisors Bethesda, Maryland	$572M	-$109M	10	7.87%	Reduced
225	PGGM Investments Zeist, Netherlands	$564M	+$8.27M	8	2.98%	Increased