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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	MSL Mackay Shields LLC New York	$1.05B	-$53.6M	13	6.4%	Reduced
227	LPL Financial San Diego, California	$1.04B	+$41.3M	23	2.11%	Increased
228	Natixis Advisors Boston, Massachusetts	$1.03B	-$14.7M	12	8.18%	Reduced
229	Sculptor Capital New York	$1.03B	+$32.2M	6	11.08%	Increased
230	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.02B	+$216M	12	6.83%	Increased
231	Westfield Capital Management Boston, Massachusetts	$1.02B	-$89.1M	7	8.17%	Reduced
232	Glenmede Trust Philadelphia, Pennsylvania	$1.02B	+$47.4M	22	4.65%	Increased
233	Banque Pictet & Cie Geneva 73, Switzerland	$1.01B	-$265M	11	19.14%	Reduced
234	Factory Mutual Insurance Waltham, Massachusetts	$1B	-$38.4M	6	15.48%	Reduced
235	Mawer Investment Management Calgary, Alberta, Canada	$1B	-$49.1M	6	9.15%	Reduced
236	Nisa Investment Advisors St. Louis, Missouri	$990M	-$2.19M	15	8.79%	Reduced
237	Whale Rock Capital Management Boston, Massachusetts	$990M	-$47.9M	6	18.28%	Reduced
238	State of Michigan Retirement System Lansing, Michigan	$987M	-$1.95M	12	8.94%	Reduced
239	MG Meritage Group San Francisco, California	$984M	-$23.8M	4	18.4%	Reduced
240	GIM Genesis Investment Management London, United Kingdom	$971M	+$1.02B	2	28.39%	New
241	CIBC World Markets New York	$951M	-$66.8M	10	8.87%	Reduced
242	Berkshire Hathaway Omaha, Nebraska	$933M	$0	1	0.43%	Maintained
243	Lord, Abbett & Co Jersey City, New Jersey	$923M	-$28.9M	7	3.14%	Reduced
244	DFO Duquesne Family Office New York	$914M	-$201M	5	35.56%	Reduced
245	Commonwealth Equity Services Waltham, Massachusetts	$912M	+$20.7M	20	3.89%	Increased
246	Diamond Hill Capital Management Columbus, Ohio	$897M	-$27.5M	3	4.77%	Reduced
247	GGHC Gilder Gagnon Howe & Co New York	$893M	+$33.7M	10	10.24%	Increased
248	Axiom Investors Greenwich, Connecticut	$886M	-$19.1M	5	23.91%	Reduced
249	HighTower Advisors Chicago, Illinois	$884M	+$6.81M	17	4.81%	Increased
250	Farallon Capital Management San Francisco, California	$865M	+$437M	3	6.53%	Increased