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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	Viking Global Investors Stamford, Connecticut	$2.4B	-$222M	2	9.71%	Reduced
202	Temasek Holdings Singapore	$2.38B	+$65.4M	4	10.03%	Increased
203	William Blair Investment Management Chicago, Illinois	$2.38B	-$317M	8	7.1%	Reduced
204	Fifth Third Bancorp Cincinnati, Ohio	$2.36B	+$20.5M	23	9.62%	Increased
205	Aristotle Capital Management Los Angeles, California	$2.34B	-$20.5M	2	4.26%	Reduced
206	KeyBank National Association Cleveland, Ohio	$2.28B	-$1.27M	19	9.64%	Reduced
207	Panagora Asset Management Boston, Massachusetts	$2.28B	+$27.6M	17	12.42%	Increased
208	Acadian Asset Management Boston, Massachusetts	$2.27B	-$276M	22	9.37%	Reduced
209	Citadel Advisors Miami, Florida	$2.25B	-$1.27B	39	0.46%	Reduced
210	GQG Partners Ft. Lauderdale, Florida	$2.25B	-$3.07B	2	5.22%	Reduced
211	Banque Pictet & Cie Geneva 73, Switzerland	$2.25B	-$280K	13	17.37%	Reduced
212	Brown Brothers Harriman & Co New York	$2.24B	+$274M	19	15.85%	Increased
213	Teacher Retirement System of Texas Austin, Texas	$2.23B	-$289M	23	11.39%	Reduced
214	Man Group London, United Kingdom	$2.2B	+$101M	24	7.65%	Increased
215	Nomura Asset Management Tokyo, Japan	$2.2B	-$40.5M	20	11.96%	Reduced
216	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.16B	-$25.4M	9	10.42%	Reduced
217	AP Altarock Partners West Palm Beach, Florida	$2.16B	+$796M	3	55.06%	Increased
218	Handelsbanken Fonder Stockholm, Sweden	$2.16B	-$45.6M	25	12.04%	Reduced
219	Federated Hermes Pittsburgh, Pennsylvania	$2.11B	-$319M	20	4.77%	Reduced
220	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.08B	-$427M	21	7.17%	Reduced
221	Fort Washington Investment Advisors Cincinnati, Ohio	$2.05B	-$12.2M	9	13%	Reduced
222	D1 Capital Partners New York	$2.01B	+$93.1M	3	23.65%	Increased
223	Osaic Holdings Scottsdale, Arizona	$1.91B	+$70.3M	38	3.71%	Increased
224	AIG American International Group New York	$1.91B	-$59.5M	25	10.48%	Reduced
225	Hotchkis & Wiley Capital Management Los Angeles, California	$1.9B	+$47M	3	6.04%	Increased