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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	GGHC Gilder Gagnon Howe & Co New York	$925M	+$2.43M	11	12.66%	Increased
327	Burgundy Asset Management Toronto, Ontario, Canada	$920M	-$98.4M	5	10.82%	Reduced
328	TC Tairen Capital Hong Kong	$918M	+$733M	8	28.9%	Increased
329	Axiom Investors Greenwich, Connecticut	$896M	+$96.8M	4	13.33%	Increased
330	Cardano Risk Management Rotterdam, Netherlands	$894M	-$225M	4	65.2%	Reduced
331	Comgest Global Investors Paris, France	$892M	-$26.3M	4	14.91%	Reduced
332	VanEck Associates New York	$890M	-$241M	14	1.95%	Reduced
333	TA Trivest Advisors Hong Kong	$886M	+$503M	6	30.52%	Increased
334	USS Investment Management London, United Kingdom	$880M	+$12.9M	15	10.39%	Increased
335	Empower Advisory Group Greenwood Village, Colorado	$869M	-$3.57M	12	3.75%	Reduced
336	SCGE Management Menlo Park, California	$866M	+$29.2M	3	20.4%	Increased
337	New York Life Investment Management New York	$861M	-$6.32M	18	8.96%	Reduced
338	State of Alaska Department of Revenue Juneau, Alaska	$859M	-$72.2M	14	10.23%	Reduced
339	Capital Group Private Client Services Los Angeles, California	$858M	-$22.8M	6	10.12%	Reduced
340	Huntington National Bank Columbus, Ohio	$849M	+$3.05M	27	7.87%	Increased
341	John W. Bristol & Co New York	$836M	+$7.26M	5	15.85%	Increased
342	Factory Mutual Insurance Waltham, Massachusetts	$832M	-$34.8M	5	12.28%	Reduced
343	Markel Group Glen Allen, Virginia	$827M	+$4.92M	4	9.85%	Increased
344	Two Sigma Investments New York	$823M	-$6.02M	31	2.06%	Reduced
345	Ossiam Paris, France	$817M	-$92.5M	14	14.68%	Reduced
346	Whale Rock Capital Management Boston, Massachusetts	$817M	-$70.6M	6	14.08%	Reduced
347	Jupiter Asset Management London, United Kingdom	$802M	+$63.6M	11	8.76%	Increased
348	Yousif Capital Management Bloomfield Hills, Michigan	$800M	+$13.5M	17	9.73%	Increased
349	Cresset Asset Management Chicago, Illinois	$797M	+$571M	26	0.99%	Increased
350	Mutual of America Capital Management New York	$797M	+$1.13M	13	9.05%	Increased