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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	$2.56B	+$236M	3	35.44%	Increased
202	AMF Tjänstepension Stockholm, Sweden	$2.55B	-$44.5M	6	18.2%	Reduced
203	Creative Planning Overland Park, Kansas	$2.5B	+$107M	28	2.48%	Increased
204	Skye Global Management West Palm Beach, Florida	$2.48B	+$76.6M	2	59.79%	Increased
205	Calamos Advisors Naperville, Illinois	$2.44B	-$80M	13	10.54%	Reduced
206	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$2.44B	-$517M	2	32.38%	Reduced
207	State of Michigan Retirement System Lansing, Michigan	$2.41B	+$21.1M	14	11.95%	Increased
208	AP Altarock Partners West Palm Beach, Florida	$2.39B	+$120M	3	47.11%	Increased
209	CIBC World Market Toronto, Ontario, Canada	$2.39B	+$15.3M	16	4.97%	Increased
210	Westfield Capital Management Boston, Massachusetts	$2.37B	+$190M	9	10.72%	Increased
211	Resona Asset Management Koto-Ku,tokyo, Japan	$2.36B	-$34M	14	13.67%	Reduced
212	Wealth Enhancement Advisory Services Plymouth, Minnesota	$2.34B	+$70.7M	21	5.02%	Increased
213	UniSuper Management Melbourne, Victoria, Australia	$2.34B	+$402M	15	17.57%	Increased
214	M&T Bank Buffalo, New York	$2.33B	-$46.7M	19	7.65%	Reduced
215	Federated Hermes Pittsburgh, Pennsylvania	$2.27B	-$10.2M	18	4.98%	Reduced
216	Axiom Investors Greenwich, Connecticut	$2.25B	-$43.6M	3	19.72%	Reduced
217	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.24B	+$116M	14	12.85%	Increased
218	MetLife Investment Management Whippany, New Jersey	$2.23B	-$49.5M	26	12.78%	Reduced
219	Fort Washington Investment Advisors Cincinnati, Ohio	$2.18B	-$67.1M	10	13.26%	Reduced
220	Edgewood Management Greenwich, Connecticut	$2.16B	-$22.6M	2	5.83%	Reduced
221	Natixis Paris, France	$2.15B	-$315M	16	12.14%	Reduced
222	Qube Research & Technologies (QRT) London, United Kingdom	$2.15B	-$247M	21	3.17%	Reduced
223	Nisa Investment Advisors St. Louis, Missouri	$2.15B	+$43.4M	26	12.71%	Increased
224	Teacher Retirement System of Texas Austin, Texas	$2.13B	+$268M	15	10.13%	Increased
225	Montrusco Bolton Investments Montreal, Quebec, Canada	$2.12B	+$191M	3	22.39%	Increased