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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
326	Sculptor Capital New York	$886M	-$627M	5	7.23%	Reduced
327	Ruane, Cunniff & Goldfarb New York	$882M	-$16.3M	4	8.29%	Reduced
328	Everett Harris & Co Los Angeles, California	$881M	-$9.16M	7	15.29%	Reduced
329	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$866M	-$19.6M	14	19.09%	Reduced
330	Maverick Capital Dallas, Texas	$858M	-$191M	12	7.9%	Reduced
331	Comgest Global Investors Paris, France	$854M	+$70.1M	6	13.07%	Increased
332	Voloridge Investment Management Jupiter, Florida	$842M	+$220M	19	6.15%	Increased
333	State of Alaska Department of Revenue Juneau, Alaska	$837M	-$25.1M	14	9.1%	Reduced
334	TCM Tybourne Capital Management Hong Kong	$830M	+$33.2M	4	18.22%	Increased
335	DFO Duquesne Family Office New York	$826M	-$161M	5	18.24%	Reduced
336	Janney Montgomery Scott Philadelphia, Pennsylvania	$823M	-$294M	20	4%	Reduced
337	GAM GuardCap Asset Management London, United Kingdom	$818M	+$65.4M	3	14.79%	Increased
338	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$814M	+$30.3M	24	1.73%	Increased
339	Cambridge Investment Research Advisors Fairfield, Iowa	$811M	+$22.2M	22	4.41%	Increased
340	ACM Atlanta Capital Management Atlanta, Georgia	$810M	-$95M	2	2.86%	Reduced
341	MG Meritage Group San Francisco, California	$805M	-$431K	3	15.43%	Reduced
342	Xponance Philadelphia, Pennsylvania	$803M	-$6.3M	18	17.01%	Reduced
343	Oregon Public Employees Retirement Fund Tigard, Oregon	$796M	+$21M	16	9.44%	Increased
344	PTC Provident Trust Company Waukesha, Wisconsin	$793M	+$45.5M	3	18.08%	Increased
345	Davenport & Co Richmond, Virginia	$791M	+$71.3M	9	7.43%	Increased
346	MLICM Metropolitan Life Insurance Company (MetLife) New York	$788M	-$45.3M	22	11.77%	Reduced
347	Marsico Capital Management Denver, Colorado	$781M	+$55.7M	5	20.36%	Increased
348	TPSF Texas Permanent School Fund Austin, Texas	$777M	-$43.5M	12	9.62%	Reduced
349	Pendal Group Sydney, Australia	$774M	-$56.6M	8	7.6%	Reduced
350	Employees Retirement System of Texas Austin, Texas	$773M	-$61.2M	12	9.97%	Reduced