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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	D1 Capital Partners New York	$1.25B	+$973M	4	17.8%	Increased
202	Soroban Capital Partners New York	$1.24B	+$491M	3	18.61%	Increased
203	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.24B	+$99.2M	14	10.66%	Increased
204	KeyBank National Association Cleveland, Ohio	$1.23B	-$1.31M	13	7.18%	Reduced
205	Alkeon Capital Management New York	$1.23B	+$9.78M	5	4.85%	Increased
206	Envestnet Asset Management Chicago, Illinois	$1.22B	+$91.7M	17	1.54%	Increased
207	Fort Washington Investment Advisors Cincinnati, Ohio	$1.22B	-$343K	7	13.6%	Reduced
208	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.19B	+$48.7M	17	4.59%	Increased
209	GQG Partners Ft. Lauderdale, Florida	$1.19B	+$335M	4	12.81%	Increased
210	First Pacific Advisors El Segundo, California	$1.19B	-$16.9M	7	10.35%	Reduced
211	Zurich Cantonal Bank Zurich, Switzerland	$1.19B	+$1.06M	20	10.06%	Increased
212	Teacher Retirement System of Texas Austin, Texas	$1.17B	+$127M	11	9.75%	Increased
213	CI Investments Inc Toronto, Ontario, Canada	$1.15B	-$35.3M	7	6.37%	Reduced
214	Whale Rock Capital Management Boston, Massachusetts	$1.14B	-$3.4M	7	19.44%	Reduced
215	Charles Schwab Investment Advisory San Francisco, California	$1.12B	+$20.2M	4	1.79%	Increased
216	DFO Duquesne Family Office New York	$1.12B	-$40.3M	4	33.12%	Reduced
217	Fifth Third Bancorp Cincinnati, Ohio	$1.11B	+$42.5M	17	6.81%	Increased
218	Yacktman Asset Management Austin, Texas	$1.11B	-$64.7M	3	13.3%	Reduced
219	Assenagon Asset Management Senningerberg, Luxembourg	$1.1B	+$472M	14	8.29%	Increased
220	JP Morgan Private Wealth Advisors San Francisco, California	$1.1B	-$59.8M	18	6.02%	Reduced
221	Westfield Capital Management Boston, Massachusetts	$1.09B	-$85.9M	7	8.22%	Reduced
222	MSL Mackay Shields LLC New York	$1.08B	-$57M	16	7.39%	Reduced
223	Findlay Park Partners London, United Kingdom	$1.06B	+$14.9M	2	9.45%	Increased
224	Burgundy Asset Management Toronto, Ontario, Canada	$1.04B	+$126M	3	10.41%	Increased
225	Natixis Advisors Boston, Massachusetts	$1.03B	-$3.71M	11	8.44%	Reduced