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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
226	Orbis Allan Gray Hamilton, Bermuda	$873M	+$23.9M	2	4.99%	Increased
227	JP Morgan Private Wealth Advisors San Francisco, California	$873M	+$25.8M	18	5.9%	Increased
228	Causeway Capital Management Los Angeles, California	$871M	-$56.6M	3	9.34%	Reduced
229	DFO Duquesne Family Office New York	$871M	+$56.9M	5	48.1%	Increased
230	Victory Capital Management San Antonio, Texas	$864M	-$45.3M	14	1.89%	Reduced
231	NC Northern Cross Boston, Massachusetts	$845M	-$267M	1	13.88%	Reduced
232	Axiom Investors Greenwich, Connecticut	$837M	+$17.6M	5	20.54%	Increased
233	TCW Group Los Angeles, California	$831M	-$173M	8	6.76%	Reduced
234	Fifth Third Bancorp Cincinnati, Ohio	$829M	+$33.9M	16	5.65%	Increased
235	UFM Ursa Fund Management Danville, California	$822M	+$670M	2	37.57%	Increased
236	PIM Platinum Investment Management Sydney Australia 2000, Australia	$802M	-$194M	6	22.34%	Reduced
237	Nisa Investment Advisors St. Louis, Missouri	$800M	-$14M	15	8.36%	Reduced
238	Harding Loevner Bridgewater, New Jersey	$794M	+$81.5M	6	4.13%	Increased
239	Acadian Asset Management Boston, Massachusetts	$792M	-$154M	19	3.42%	Reduced
240	Banque Pictet & Cie Geneva 73, Switzerland	$780M	-$9.14M	9	16.41%	Reduced
241	GQG Partners Ft. Lauderdale, Florida	$779M	+$142M	6	20.15%	Increased
242	WCM Investment Management Laguna Beach, California	$769M	+$31.2M	3	7.19%	Increased
243	Gulf International Bank (UK) London, United Kingdom	$766M	-$666K	12	9.93%	Reduced
244	GGHC Gilder Gagnon Howe & Co New York	$765M	-$30.1M	9	9.47%	Reduced
245	AC Alleghany Corporation New York	$759M	-$14.4M	3	20.26%	Reduced
246	Soroban Capital Partners New York	$757M	-$237M	1	4.31%	Reduced
247	Comerica Bank Dallas, Texas	$748M	-$18.7M	15	5.34%	Reduced
248	Raymond James Financial Services Advisors St. Petersburg, Florida	$738M	+$72.5M	17	4.24%	Increased
249	Generation Investment Management London, United Kingdom	$736M	-$134M	3	7.17%	Reduced
250	Burgundy Asset Management Toronto, Ontario, Canada	$732M	+$64.9M	3	6.86%	Increased