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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
301	Tocqueville Asset Management New York	$533M	-$27.9M	9	6.79%	Reduced
302	MAMU Marathon Asset Management (UK) London, United Kingdom	$531M	+$9.9M	4	8.2%	Increased
303	BAMCO Inc New York	$530M	+$36M	6	2.44%	Increased
304	HCM Highfields Capital Management Boston, Massachusetts	$525M	-$181M	2	4.75%	Reduced
305	Handelsbanken Fonder Stockholm, Sweden	$516M	+$51.8M	6	10.12%	Increased
306	Aristotle Capital Management Los Angeles, California	$515M	+$8.05M	4	3.46%	Increased
307	SAM Southeastern Asset Management Memphis, Tennessee	$514M	-$58.9M	1	6.29%	Reduced
308	KCM Kensico Capital Management Greenwich, Connecticut	$510M	+$30.1M	2	9.06%	Increased
309	SSM Sound Shore Management Greenwich, Connecticut	$499M	-$12.9M	3	8.08%	Reduced
310	AustralianSuper Melbourne, Australia	$498M	+$49.3M	4	15.83%	Increased
311	SCM Steadfast Capital Management New York	$494M	-$160M	2	8.73%	Reduced
312	FAM Foxhaven Asset Management Charlottesville, Virginia	$493M	+$50M	3	33.08%	Increased
313	VM Valinor Management New York	$493M	-$94.3M	5	14.96%	Reduced
314	Employees Provident Fund Board Shah Alam, Malaysia	$491M	-$111M	5	14.65%	Reduced
315	Capital Guardian Trust Los Angeles, California	$488M	-$30.8M	9	6.88%	Reduced
316	Xact Kapitalforvaltning Stockholm, Sweden	$488M	+$12.1M	16	11.03%	Increased
317	Swiss Life Asset Management Zurich,	$487M	+$57.6M	9	8.52%	Increased
318	Hosking Partners London, United Kingdom	$486M	-$31.5M	7	10.76%	Reduced
319	SA SPO Advisory San Anselmo, California	$484M	+$180M	2	9.96%	Increased
320	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$480M	+$16.9M	7	10.7%	Increased
321	Barings Charlotte, North Carolina	$476M	-$2.96M	13	6.84%	Reduced
322	Balyasny Asset Management Chicago, Illinois	$471M	-$18.4M	18	1.97%	Reduced
323	Boston Trust Walden Boston, Massachusetts	$466M	-$4.11M	9	7.07%	Reduced
324	Atalanta Sosnoff Capital New York	$461M	-$32M	6	15.37%	Reduced
325	MCIM Meadow Creek Investment Management Atlanta, Georgia	$460M	-$15.8M	12	9.98%	Reduced