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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	AWM Ashmore Wealth Management Wilmington, Delaware	$705M	-$244M	3	27.15%	Reduced
202	Lord, Abbett & Co Jersey City, New Jersey	$703M	-$117M	7	2.2%	Reduced
203	Longview Partners St Peter Port, Guernsey	$697M	-$15.9M	1	4.64%	Reduced
204	Sentry Investments Toronto, Ontario, Canada	$686M	-$14.6M	4	6.43%	Reduced
205	PointState Capital New York	$678M	+$460M	3	13.98%	Increased
206	Aperio Group Sausalito, California	$671M	+$54.1M	12	5.24%	Increased
207	KeyBank National Association Cleveland, Ohio	$671M	-$5.73M	10	4.37%	Reduced
208	SAM Southeastern Asset Management Memphis, Tennessee	$670M	-$50.5M	1	6.84%	Reduced
209	Two Sigma Investments New York	$668M	+$226M	14	2.87%	Increased
210	I.G. Investment Management Winnipeg, Manitoba, Canada	$667M	+$23.7M	9	2.64%	Increased
211	MLICM Metropolitan Life Insurance Company (MetLife) New York	$665M	-$3.75M	12	4.94%	Reduced
212	Robeco Institutional Asset Management Rotterdam, Netherlands	$658M	-$1.79M	9	4.99%	Reduced
213	Commerzbank Aktiengesellschaft Frankfurt, Germany	$656M	+$106M	12	4.41%	Increased
214	AMF Tjänstepension Stockholm, Sweden	$648M	+$70.1M	6	8.34%	Increased
215	Glenmede Trust Philadelphia, Pennsylvania	$640M	+$1.68M	13	3.88%	Increased
216	BNP Paribas Asset Management Paris, France	$629M	+$912K	12	5.31%	Increased
217	Los Angeles Capital Management Los Angeles, California	$627M	+$88.3M	11	5.32%	Increased
218	Ruane, Cunniff & Goldfarb New York	$627M	-$196M	5	5.97%	Reduced
219	Jensen Investment Management Lake Oswego, Oregon	$621M	+$22.2M	6	9.64%	Increased
220	CCI Columbus Circle Investors	$617M	-$24.9M	3	6.19%	Reduced
221	PIM Platinum Investment Management Sydney Australia 2000, Australia	$615M	+$41.8M	5	15.22%	Increased
222	CCMH Cornerstone Capital Management Holdings New York	$613M	+$29M	13	4.93%	Increased
223	Federated Hermes Pittsburgh, Pennsylvania	$608M	-$56M	14	1.77%	Reduced
224	SSM Sound Shore Management Greenwich, Connecticut	$601M	-$12M	5	11.01%	Reduced
225	Mackenzie Financial Toronto Ontario, Ontario, Canada	$595M	+$128M	10	3.36%	Increased