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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	Calamos Advisors Naperville, Illinois	$2.4B	-$56.8M	15	11.39%	Reduced
202	Resona Asset Management Koto-Ku,tokyo, Japan	$2.4B	+$2.28B	13	14.26%	New
203	Skye Global Management West Palm Beach, Florida	$2.36B	-$333M	2	55.98%	Reduced
204	Federated Hermes Pittsburgh, Pennsylvania	$2.33B	-$49.7M	23	5.36%	Reduced
205	Polar Capital Holdings London, United Kingdom	$2.32B	-$102M	9	12.15%	Reduced
206	Brown Brothers Harriman & Co New York	$2.28B	-$56.3M	19	17.47%	Reduced
207	State of Michigan Retirement System Lansing, Michigan	$2.26B	+$12.6M	14	12.16%	Increased
208	AMF Tjänstepension Stockholm, Sweden	$2.2B	+$114M	7	16.64%	Increased
209	Aristotle Capital Management Los Angeles, California	$2.19B	-$65.8M	1	4.06%	Reduced
210	Creative Planning Overland Park, Kansas	$2.19B	+$70.3M	26	2.42%	Increased
211	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.18B	+$616M	13	7.36%	Increased
212	M&T Bank Buffalo, New York	$2.15B	-$100M	19	7.46%	Reduced
213	Wellcome Trust London, United Kingdom	$2.14B	-$204M	5	25.75%	Reduced
214	AP Altarock Partners West Palm Beach, Florida	$2.14B	-$216M	3	46.06%	Reduced
215	Osaic Holdings Scottsdale, Arizona	$2.14B	-$487M	42	4.78%	Reduced
216	Longview Partners St Peter Port, Guernsey	$2.12B	-$66.1M	3	13.69%	Reduced
217	Third Point New York	$2.12B	+$478M	3	26.96%	Increased
218	Boston Partners Boston, Massachusetts	$2.11B	+$176M	7	2.51%	Increased
219	DSM Capital Partners Palm Beach Gardens, Florida	$2.11B	-$68.7M	7	28.81%	Reduced
220	Fort Washington Investment Advisors Cincinnati, Ohio	$2.09B	-$63.9M	10	13.46%	Reduced
221	Pershing Square Capital Management New York	$2.09B	$0	2	19.38%	Maintained
222	Axiom Investors Greenwich, Connecticut	$2.08B	+$76.2M	4	18.15%	Increased
223	AIG American International Group New York	$2.07B	-$61.9M	26	7.42%	Reduced
224	AIM Allen Investment Management New York	$2.03B	+$75.4M	10	25.52%	Increased
225	WCM Investment Management Laguna Beach, California	$2.02B	+$5.72M	3	4.79%	Increased