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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	Davenport & Co Richmond, Virginia	$1.19B	-$124M	11	6.75%	Reduced
327	Employees Provident Fund Board Shah Alam, Malaysia	$1.19B	+$243M	7	16.25%	Increased
328	Farallon Capital Management San Francisco, California	$1.18B	+$168M	3	5.2%	Increased
329	LGT Group Foundation Vaduz, Liechtenstein	$1.18B	-$163M	11	19.26%	Reduced
330	VanEck Associates New York	$1.17B	+$51.6M	13	1.47%	Increased
331	Huntington National Bank Columbus, Ohio	$1.17B	+$36.8M	26	8.5%	Increased
332	Whale Rock Capital Management Boston, Massachusetts	$1.17B	-$377M	4	16.37%	Reduced
333	Boston Trust Walden Boston, Massachusetts	$1.17B	-$75.6M	9	8.12%	Reduced
334	PTC Provident Trust Company Waukesha, Wisconsin	$1.17B	+$12.6M	4	21.01%	Increased
335	INTECH Investment Management West Palm Beach, Florida	$1.16B	+$71.8M	21	12.99%	Increased
336	Carmignac Gestion Paris, France	$1.15B	-$377M	6	19.24%	Reduced
337	Markel Group Glen Allen, Virginia	$1.15B	+$3.21M	4	10.37%	Increased
338	Zacks Investment Management Chicago, Illinois	$1.14B	+$251M	12	9.92%	Increased
339	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.14B	+$3.85M	13	17.77%	Increased
340	Kovitz Investment Group Partners Chicago, Illinois	$1.14B	+$166M	12	8.06%	Increased
341	Lazard Frères Gestion Paris, France	$1.13B	+$34M	6	23.95%	Increased
342	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.12B	+$40.5M	16	12.08%	Increased
343	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.12B	+$5.54M	6	26.38%	Increased
344	Guggenheim Capital Chicago, Illinois	$1.12B	-$88M	18	7.81%	Reduced
345	Capital Group Private Client Services Los Angeles, California	$1.11B	-$24.8M	5	10.59%	Reduced
346	Empower Advisory Group Greenwood Village, Colorado	$1.1B	+$15.1M	10	3.72%	Increased
347	VVP Vulcan Value Partners Birmingham, Alabama	$1.09B	-$56.1M	3	18.32%	Reduced
348	Eagle Asset Management St Petersburg, Florida	$1.09B	+$151M	11	5.58%	Increased
349	Danica Pension Livsforsikrings Copenhagen V,	$1.09B	+$2.74M	5	21.02%	Increased
350	Employees Retirement System of Texas Austin, Texas	$1.08B	-$12M	6	9.36%	Reduced