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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	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.79B	-$133M	14	10.13%	Reduced
202	Axiom Investors Greenwich, Connecticut	$2.79B	+$337M	3	20.56%	Increased
203	Menora Mivtachim Holdings Ramat Gan, Israel	$2.78B	-$17.2M	3	17.4%	Reduced
204	Creative Planning Overland Park, Kansas	$2.77B	+$78.6M	30	2.69%	Increased
205	Skye Global Management West Palm Beach, Florida	$2.77B	-$88.3M	2	57.69%	Reduced
206	CIBC World Market Toronto, Ontario, Canada	$2.76B	+$178M	19	5.79%	Increased
207	Boston Partners Boston, Massachusetts	$2.76B	-$154M	9	3.35%	Reduced
208	Soroban Capital Partners New York	$2.75B	+$59.6M	3	36.8%	Increased
209	Citadel Advisors Miami, Florida	$2.75B	+$658M	39	0.48%	Increased
210	AMF Tjänstepension Stockholm, Sweden	$2.71B	+$78.4M	7	19.25%	Increased
211	Westfield Capital Management Boston, Massachusetts	$2.71B	+$91.3M	9	11.79%	Increased
212	Brown Brothers Harriman & Co New York	$2.7B	-$16.4M	19	18.91%	Reduced
213	AP Altarock Partners West Palm Beach, Florida	$2.61B	-$18.1M	3	52.88%	Reduced
214	Calamos Advisors Naperville, Illinois	$2.58B	-$30M	11	10.78%	Reduced
215	Appaloosa LP Short Hills, New Jersey	$2.58B	+$20.6M	5	39.84%	Increased
216	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$2.55B	+$406M	13	10.7%	Increased
217	State of Michigan Retirement System Lansing, Michigan	$2.55B	-$22.7M	14	13.23%	Reduced
218	CIBC World Markets New York	$2.54B	+$474M	19	14.9%	Increased
219	UniSuper Management Melbourne, Victoria, Australia	$2.54B	+$51.7M	16	18.24%	Increased
220	Nisa Investment Advisors St. Louis, Missouri	$2.5B	+$213M	26	9.71%	Increased
221	M&T Bank Buffalo, New York	$2.47B	+$3.68M	19	8.27%	Increased
222	Federated Hermes Pittsburgh, Pennsylvania	$2.46B	+$32.5M	20	5.39%	Increased
223	Polar Capital Holdings London, United Kingdom	$2.46B	+$184M	10	13.74%	Increased
224	Jacobs Levy Equity Management Florham Park, New Jersey	$2.43B	+$164M	16	8.59%	Increased
225	Holocene Advisors New York	$2.42B	+$1.09B	10	7.75%	Increased