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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	Zurich Cantonal Bank Zurich, Switzerland	$1.38B	+$64.4M	22	12.94%	Increased
202	Man Group London, United Kingdom	$1.37B	+$41.9M	17	8.86%	Increased
203	Assenagon Asset Management Senningerberg, Luxembourg	$1.37B	+$114M	11	10.93%	Increased
204	Appaloosa LP Short Hills, New Jersey	$1.36B	-$201M	4	41.63%	Reduced
205	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.35B	-$72.1M	14	13.65%	Reduced
206	BNP Paribas Asset Management Paris, France	$1.35B	-$68.2M	14	11.46%	Reduced
207	AustralianSuper Melbourne, Australia	$1.33B	-$202M	7	17.06%	Reduced
208	USS Investment Management London, United Kingdom	$1.33B	-$79.2M	11	18.09%	Reduced
209	DnB Asset Management Oslo, Norway	$1.32B	-$486M	13	19.45%	Reduced
210	Jensen Investment Management Lake Oswego, Oregon	$1.32B	-$74.4M	5	14.79%	Reduced
211	LPL Financial San Diego, California	$1.29B	+$102M	23	2.78%	Increased
212	Storebrand Asset Management Lysaker, Norway	$1.29B	+$1.37B	14	13.35%	New
213	Ruane, Cunniff & Goldfarb New York	$1.28B	-$203M	4	20.59%	Reduced
214	Findlay Park Partners London, United Kingdom	$1.26B	+$85.1M	3	12.08%	Increased
215	KeyBank National Association Cleveland, Ohio	$1.25B	-$24.5M	13	8.34%	Reduced
216	Aristotle Capital Management Los Angeles, California	$1.2B	-$195M	1	5.07%	Reduced
217	D1 Capital Partners New York	$1.19B	+$159M	4	12.35%	Increased
218	Teacher Retirement System of Texas Austin, Texas	$1.19B	-$124M	11	12.75%	Reduced
219	Fifth Third Bancorp Cincinnati, Ohio	$1.17B	-$22.6M	18	8.37%	Reduced
220	Natixis Advisors Boston, Massachusetts	$1.17B	+$68M	13	9.54%	Increased
221	CIBC World Market Toronto, Ontario, Canada	$1.17B	-$372M	13	5.98%	Reduced
222	Fort Washington Investment Advisors Cincinnati, Ohio	$1.16B	-$29.4M	7	15.74%	Reduced
223	Parallax Volatility Advisers San Francisco, California	$1.16B	+$632M	18	1.49%	Increased
224	Glenmede Trust Philadelphia, Pennsylvania	$1.15B	$0	20	5.23%	Maintained
225	Renaissance Technologies New York	$1.15B	-$737M	19	1.11%	Reduced