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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	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$758M	+$217M	1	10.29%	Increased
327	Pacer Advisors Malvern, Pennsylvania	$756M	+$489M	18	3.23%	Increased
328	Two Sigma Investments New York	$755M	-$500M	29	2.16%	Reduced
329	WBC Westpac Banking Corp Sydney, Australia	$753M	+$30.1M	15	10.12%	Increased
330	MG Meritage Group San Francisco, California	$750M	+$6.01M	4	22.7%	Increased
331	Capital Group Private Client Services Los Angeles, California	$750M	+$41.5M	6	9.3%	Increased
332	Aspex Management (HK) Central, Hong Kong	$744M	+$107M	1	18.27%	Increased
333	Empower Advisory Group Greenwood Village, Colorado	$735M	+$675M	12	3.3%	New
334	GGHC Gilder Gagnon Howe & Co New York	$731M	-$30.6M	11	12.12%	Reduced
335	New York Life Investment Management New York	$730M	-$21.4M	17	8.12%	Reduced
336	Factory Mutual Insurance Waltham, Massachusetts	$728M	-$51.3M	5	11.38%	Reduced
337	Whale Rock Capital Management Boston, Massachusetts	$728M	+$188M	7	16.02%	Increased
338	USS Investment Management London, United Kingdom	$726M	+$16.2M	15	9.88%	Increased
339	Balyasny Asset Management Chicago, Illinois	$720M	+$350M	20	1.8%	Increased
340	AGF Management Toronto, Ontario, Canada	$713M	+$87.1M	12	4.89%	Increased
341	Findlay Park Partners London, United Kingdom	$713M	-$480M	2	7.53%	Reduced
342	Huntington National Bank Columbus, Ohio	$712M	-$4.67M	26	7.07%	Reduced
343	Stockbridge Partners Boston, Massachusetts	$708M	-$148M	2	16.41%	Reduced
344	MC Metropolis Capital Amersham, United Kingdom	$705M	+$24.1M	3	29.65%	Increased
345	LCP LGT Capital Partners Pfaeffikon, Switzerland	$699M	-$58.6M	3	19.46%	Reduced
346	SCGE Management Menlo Park, California	$696M	-$209M	3	19.1%	Reduced
347	John W. Bristol & Co New York	$693M	+$25.2M	5	14.25%	Increased
348	Nomura Holdings Tokyo, Japan	$691M	+$194M	15	2.2%	Increased
349	Markel Group Glen Allen, Virginia	$687M	+$16.5M	4	8.74%	Increased
350	Egerton Capital (UK) London, United Kingdom	$683M	-$798M	2	7.38%	Reduced