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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	Acadian Asset Management Boston, Massachusetts	$2.19B	+$126M	24	8.48%	Increased
202	Calamos Advisors Naperville, Illinois	$2.18B	-$43.6M	15	10.6%	Reduced
203	Menora Mivtachim Holdings Ramat Gan, Israel	$2.18B	+$46.3M	3	18.34%	Increased
204	Polar Capital Holdings London, United Kingdom	$2.16B	-$252M	8	13.25%	Reduced
205	Federated Hermes Pittsburgh, Pennsylvania	$2.13B	+$24.7M	23	5.3%	Increased
206	Banque Pictet & Cie Geneva 73, Switzerland	$2.13B	-$111M	8	17.59%	Reduced
207	Wellcome Trust London, United Kingdom	$2.12B	-$54M	5	26.28%	Reduced
208	AP Altarock Partners West Palm Beach, Florida	$2.1B	-$155M	3	46.87%	Reduced
209	Brown Brothers Harriman & Co New York	$2.07B	-$14.2M	19	17.18%	Reduced
210	Appaloosa LP Short Hills, New Jersey	$2.04B	+$194M	5	35.23%	Increased
211	Soroban Capital Partners New York	$2.03B	-$88.4M	3	25.1%	Reduced
212	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.02B	$0	4	5.73%	Maintained
213	Qube Research & Technologies (QRT) London, United Kingdom	$2.02B	+$218M	30	3.93%	Increased
214	Aristotle Capital Management Los Angeles, California	$2.02B	-$126M	1	3.95%	Reduced
215	State of Michigan Retirement System Lansing, Michigan	$2B	-$7.79M	13	11.89%	Reduced
216	M&T Bank Buffalo, New York	$2B	-$62.3M	19	7.34%	Reduced
217	Epoch Investment Partners New York	$1.95B	+$538M	8	8.88%	Increased
218	Longview Partners St Peter Port, Guernsey	$1.95B	-$158M	3	12.98%	Reduced
219	DSM Capital Partners Palm Beach Gardens, Florida	$1.93B	+$22.2M	7	29.55%	Increased
220	Pershing Square Capital Management New York	$1.93B	$0	2	18.56%	Maintained
221	Edgewood Management Greenwich, Connecticut	$1.91B	-$36.6M	2	5.52%	Reduced
222	Fort Washington Investment Advisors Cincinnati, Ohio	$1.91B	-$38.4M	9	13.2%	Reduced
223	PineStone Asset Management Montreal, Quebec, Canada	$1.9B	+$256M	3	20.44%	Increased
224	AIG American International Group New York	$1.9B	+$23.3M	26	7.82%	Increased
225	Creative Planning Overland Park, Kansas	$1.88B	-$51.3M	23	3.49%	Reduced