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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	Czech National Bank Prague, Czech Republic	$926M	+$310M	10	14.74%	Increased
327	VanEck Associates New York	$917M	+$18M	13	2.01%	Increased
328	Guggenheim Capital Chicago, Illinois	$912M	-$235M	20	7.84%	Reduced
329	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$906M	+$237M	14	20.96%	Increased
330	Ossiam Paris, France	$906M	+$82M	14	16.01%	Increased
331	Pathstone Family Office Englewood, New Jersey	$897M	+$223M	18	6.84%	Increased
332	Rafferty Asset Management New York	$888M	-$16.5M	16	5.22%	Reduced
333	OMERS Administration Corp Toronto, Ontario, Canada	$886M	+$286M	6	13.35%	Increased
334	USS Investment Management London, United Kingdom	$886M	+$29.2M	14	9.6%	Increased
335	D1 Capital Partners New York	$881M	+$268M	4	12.7%	Increased
336	Whale Rock Capital Management Boston, Massachusetts	$872M	+$103M	5	17.6%	Increased
337	Comgest Global Investors Paris, France	$869M	+$8.08M	4	14.88%	Increased
338	Empower Advisory Group Greenwood Village, Colorado	$864M	+$7.46M	11	3.82%	Increased
339	SCGE Management Menlo Park, California	$863M	+$43.4M	3	22.44%	Increased
340	GGHC Gilder Gagnon Howe & Co New York	$859M	-$17.8M	10	13.06%	Reduced
341	INTECH Investment Management West Palm Beach, Florida	$855M	-$264M	17	12.61%	Reduced
342	Capital Group Private Client Services Los Angeles, California	$852M	-$9.69M	5	10.37%	Reduced
343	BI BlueSpruce Investments Chicago, Illinois	$850M	+$186M	1	15.48%	Increased
344	Markel Group Glen Allen, Virginia	$848M	+$3.61M	4	10.24%	Increased
345	Daiwa Securities Group Tokyo, Japan	$844M	+$3.75M	18	5.97%	Increased
346	New York Life Investment Management New York	$841M	-$3.55M	18	9.09%	Reduced
347	Burgundy Asset Management Toronto, Ontario, Canada	$833M	-$82.3M	5	10.23%	Reduced
348	Jupiter Asset Management London, United Kingdom	$832M	+$5.47M	10	9.21%	Increased
349	John W. Bristol & Co New York	$825M	-$7.09M	5	16.3%	Reduced
350	Employees Retirement System of Texas Austin, Texas	$819M	+$28.8M	5	12.15%	Increased