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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
251	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$997M	-$132M	12	6.18%	Reduced
252	CM Conifer Management New York	$996M	+$914M	3	47.65%	New
253	Berkshire Hathaway Omaha, Nebraska	$993M	$0	1	0.41%	Maintained
254	Axiom Investors Greenwich, Connecticut	$978M	-$76.9M	5	22.77%	Reduced
255	Diamond Hill Capital Management Columbus, Ohio	$976M	-$20.1M	3	4.9%	Reduced
256	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$953M	+$14.9M	7	5.04%	Increased
257	Farallon Capital Management San Francisco, California	$952M	-$50.1M	3	6.43%	Reduced
258	TCM Tybourne Capital Management Hong Kong	$950M	+$306M	3	36.43%	Increased
259	UFM Ursa Fund Management Danville, California	$945M	+$895M	3	39.5%	Increased
260	M&T Bank Buffalo, New York	$921M	+$2.78M	13	4.32%	Increased
261	Rockefeller Capital Management New York	$920M	-$21.1M	16	11.46%	Reduced
262	Fjarde Ap-fonden Stockholm, Sweden	$901M	+$1.29M	13	11.06%	Increased
263	CBT Capital Bank & Trust Irvine, California	$895M	-$3.77M	14	11.6%	Reduced
264	Causeway Capital Management Los Angeles, California	$889M	+$17.9M	3	9.54%	Increased
265	GGHC Gilder Gagnon Howe & Co New York	$872M	-$87.1M	9	9.05%	Reduced
266	Thornburg Investment Management Santa Fe, New Mexico	$859M	-$7.97M	7	8.26%	Reduced
267	Greenwoods Asset Management Grand Cayman, Cayman Islands	$852M	-$62.3M	3	46.12%	Reduced
268	Melvin Capital Management New York	$842M	-$558M	2	6.91%	Reduced
269	Jupiter Investment Management London, United Kingdom	$832M	+$3.79M	12	11.52%	Increased
270	SG Americas Securities New York	$832M	+$393M	17	7.59%	Increased
271	EC Eminence Capital New York	$820M	-$46.8M	4	9.22%	Reduced
272	MetLife Investment Management Whippany, New Jersey	$817M	-$20.9M	14	8.51%	Reduced
273	Mitsubishi UFJ Asset Management Tokyo, Japan	$813M	+$75M	16	10.6%	Increased
274	MICM Matthews International Capital Management San Francisco, California	$802M	-$2.55M	1	38.26%	Reduced
275	Pzena Investment Management New York	$795M	-$38.8M	2	3.71%	Reduced