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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	GAM GuardCap Asset Management London, United Kingdom	$1.18B	-$20.8M	3	15.16%	Reduced
302	Rafferty Asset Management New York	$1.18B	+$137M	16	4.95%	Increased
303	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$1.16B	-$105M	2	16.8%	Reduced
304	Cambridge Investment Research Advisors Fairfield, Iowa	$1.16B	+$7.56M	24	4.92%	Increased
305	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.16B	+$77M	15	13.68%	Increased
306	CCM Cantillon Capital Management New York	$1.15B	-$26.6M	2	7.69%	Reduced
307	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.15B	+$1.08B	7	18.29%	New
308	Mercer Global Advisors Denver, Colorado	$1.14B	+$266M	19	3.44%	Increased
309	H&H International Investment Palo Alto, California	$1.14B	+$153M	2	7.9%	Increased
310	Everett Harris & Co Los Angeles, California	$1.13B	-$3.87M	6	16.2%	Reduced
311	Swiss Life Asset Management Zurich,	$1.13B	+$248M	13	13.53%	Increased
312	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.12B	+$85M	14	20.73%	Increased
313	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$1.11B	$0	1	11.47%	Maintained
314	Cardano Risk Management Rotterdam, Netherlands	$1.11B	+$266M	4	46.02%	Increased
315	Boston Trust Walden Boston, Massachusetts	$1.11B	+$2.12M	9	8.36%	Increased
316	Davenport & Co Richmond, Virginia	$1.11B	+$9.88M	10	7.52%	Increased
317	VanEck Associates New York	$1.1B	+$55.2M	14	2%	Increased
318	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.09B	-$49.4M	4	11.14%	Reduced
319	Voloridge Investment Management Jupiter, Florida	$1.09B	+$547M	19	4.3%	Increased
320	PTC Provident Trust Company Waukesha, Wisconsin	$1.09B	-$13.7M	3	22.32%	Reduced
321	Vontobel Holding Zurich, Switzerland	$1.08B	+$26.5M	23	9.06%	Increased
322	Utah Retirement Systems Salt Lake City, Utah	$1.08B	-$2.39M	19	13.7%	Reduced
323	Czech National Bank Prague, Czech Republic	$1.07B	+$495K	9	15.19%	Increased
324	Hotchkis & Wiley Capital Management Los Angeles, California	$1.06B	-$332M	3	3.79%	Reduced
325	Fjarde Ap-fonden Stockholm, Sweden	$1.05B	-$79.1M	13	13.16%	Reduced