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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	$1.78B	-$32.2M	16	8.49%	Reduced
202	Polar Capital Holdings London, United Kingdom	$1.75B	-$124M	10	11.36%	Reduced
203	Aristotle Capital Management Los Angeles, California	$1.75B	-$259M	1	3.66%	Reduced
204	Handelsbanken Fonder Stockholm, Sweden	$1.74B	+$100M	22	10.04%	Increased
205	Hotchkis & Wiley Capital Management Los Angeles, California	$1.73B	-$437M	3	6.68%	Reduced
206	Banque Pictet & Cie Geneva 73, Switzerland	$1.72B	+$13.7M	10	16.7%	Increased
207	Calamos Advisors Naperville, Illinois	$1.72B	-$134M	10	8.4%	Reduced
208	Soroban Capital Partners New York	$1.72B	-$260M	3	23.59%	Reduced
209	Brown Brothers Harriman & Co New York	$1.7B	+$17.7M	21	14.23%	Increased
210	Man Group London, United Kingdom	$1.7B	-$1.32B	0	–	Closed
211	Panagora Asset Management Boston, Massachusetts	$1.64B	-$25.9M	21	10.4%	Reduced
212	Fort Washington Investment Advisors Cincinnati, Ohio	$1.61B	-$30.2M	8	12.16%	Reduced
213	VVP Vulcan Value Partners Birmingham, Alabama	$1.6B	+$65.7M	3	20.25%	Increased
214	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.59B	+$40M	14	11.1%	Increased
215	Edgewood Management Greenwich, Connecticut	$1.59B	-$635M	2	5.08%	Reduced
216	M&T Bank Buffalo, New York	$1.58B	-$6.83M	21	6.11%	Reduced
217	C WorldWide Group Copenhagen, Denmark	$1.55B	-$446M	3	21.28%	Reduced
218	Menora Mivtachim Holdings Ramat Gan, Israel	$1.53B	+$22.3M	3	15.78%	Increased
219	Jensen Investment Management Lake Oswego, Oregon	$1.52B	-$110M	3	11.95%	Reduced
220	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.5B	$0	4	4.22%	Maintained
221	State of Michigan Retirement System Lansing, Michigan	$1.48B	-$10.8M	14	9.74%	Reduced
222	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.47B	-$133M	14	10.22%	Reduced
223	Boston Partners Boston, Massachusetts	$1.46B	+$146M	7	2%	Increased
224	Federated Hermes Pittsburgh, Pennsylvania	$1.46B	+$42.4M	25	3.66%	Increased
225	AIG American International Group New York	$1.46B	+$1.88M	25	9.56%	Increased