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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	Soroban Capital Partners New York	$2.02B	$0	3	27.26%	Maintained
202	Calamos Advisors Naperville, Illinois	$2.01B	-$39.4M	12	9.95%	Reduced
203	Handelsbanken Fonder Stockholm, Sweden	$2B	+$46.7M	23	10.74%	Increased
204	Aristotle Capital Management Los Angeles, California	$2B	-$57.5M	1	4.06%	Reduced
205	Panagora Asset Management Boston, Massachusetts	$2B	+$38.5M	18	11.78%	Increased
206	Magellan Asset Management Sydney, Australia	$1.99B	-$275M	5	17.74%	Reduced
207	Brown Brothers Harriman & Co New York	$1.95B	-$89M	19	15.68%	Reduced
208	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.92B	+$29M	14	12.57%	Increased
209	Two Sigma Advisers New York	$1.89B	-$601M	30	4.81%	Reduced
210	Holocene Advisors New York	$1.89B	+$188M	10	8.05%	Increased
211	M&T Bank Buffalo, New York	$1.88B	+$6.14M	21	7.02%	Increased
212	Menora Mivtachim Holdings Ramat Gan, Israel	$1.85B	+$41.6M	3	17.13%	Increased
213	CIBC World Markets New York	$1.84B	+$697M	10	14.96%	Increased
214	Edgewood Management Greenwich, Connecticut	$1.82B	-$49.8M	2	5.52%	Reduced
215	Fort Washington Investment Advisors Cincinnati, Ohio	$1.81B	-$84.3M	8	13.09%	Reduced
216	Federated Hermes Pittsburgh, Pennsylvania	$1.81B	+$133M	24	4.48%	Increased
217	C WorldWide Group Copenhagen, Denmark	$1.79B	-$65.3M	3	23.11%	Reduced
218	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.79B	+$36.9M	4	4.6%	Increased
219	State of Michigan Retirement System Lansing, Michigan	$1.78B	+$24.1M	13	10.99%	Increased
220	Jensen Investment Management Lake Oswego, Oregon	$1.76B	-$43.2M	3	12.94%	Reduced
221	Acadian Asset Management Boston, Massachusetts	$1.75B	+$428M	23	7.21%	Increased
222	Davis Selected Advisers Tucson, Arizona	$1.75B	-$536M	6	10.66%	Reduced
223	AIG American International Group New York	$1.74B	+$9.11M	26	10.63%	Increased
224	Lord, Abbett & Co Jersey City, New Jersey	$1.68B	+$370M	7	5.78%	Increased
225	Cerity Partners New York	$1.64B	+$65.3M	16	6.38%	Increased