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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	Panagora Asset Management Boston, Massachusetts	$2.03B	+$56.2M	18	12.6%	Increased
202	SC US (TTGP) Menlo Park, California	$1.99B	-$3.39M	1	18.36%	Reduced
203	Banque Pictet & Cie Geneva 73, Switzerland	$1.98B	-$97.5M	10	23.32%	Reduced
204	AP Altarock Partners West Palm Beach, Florida	$1.97B	-$150M	3	49.37%	Reduced
205	ING Group Amsterdam, Netherlands	$1.97B	-$758M	12	17.37%	Reduced
206	Calamos Advisors Naperville, Illinois	$1.95B	-$31M	14	10.11%	Reduced
207	Longview Partners St Peter Port, Guernsey	$1.95B	-$286M	3	13.79%	Reduced
208	AMF Tjänstepension Stockholm, Sweden	$1.94B	-$104M	8	18.9%	Reduced
209	Wellcome Trust London, United Kingdom	$1.94B	-$179M	5	25.78%	Reduced
210	Farallon Capital Management San Francisco, California	$1.89B	+$323M	4	8.8%	Increased
211	Brown Brothers Harriman & Co New York	$1.88B	-$22.8M	18	16.64%	Reduced
212	Federated Hermes Pittsburgh, Pennsylvania	$1.85B	+$84.3M	23	4.94%	Increased
213	Menora Mivtachim Holdings Ramat Gan, Israel	$1.85B	+$23.6M	3	16.82%	Increased
214	Soroban Capital Partners New York	$1.85B	-$129M	3	27.38%	Reduced
215	Acadian Asset Management Boston, Massachusetts	$1.82B	+$91.2M	24	7.63%	Increased
216	Pershing Square Capital Management New York	$1.81B	+$281M	2	17.21%	Increased
217	Aristotle Capital Management Los Angeles, California	$1.8B	-$53.5M	1	3.88%	Reduced
218	M&T Bank Buffalo, New York	$1.8B	-$37.1M	21	7.18%	Reduced
219	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.78B	$0	4	4.89%	Maintained
220	Jensen Investment Management Lake Oswego, Oregon	$1.77B	+$11.3M	3	14%	Increased
221	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.77B	+$297M	2	32.23%	Increased
222	CIBC World Markets New York	$1.76B	-$43.8M	12	17.28%	Reduced
223	Holocene Advisors New York	$1.76B	-$32.8M	12	7.72%	Reduced
224	State of Michigan Retirement System Lansing, Michigan	$1.75B	-$1.93M	13	11.31%	Reduced
225	C WorldWide Group Copenhagen, Denmark	$1.74B	-$24.4M	3	23.73%	Reduced