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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	Everett Harris & Co Los Angeles, California	$1.37B	+$546K	6	17.31%	Increased
327	QRG Capital Management Chicago, Illinois	$1.34B	+$63M	16	13.81%	Increased
328	Rafferty Asset Management New York	$1.32B	+$70.2M	15	4.68%	Increased
329	Comgest Global Investors Paris, France	$1.32B	+$17.5M	4	21.64%	Increased
330	PTC Provident Trust Company Waukesha, Wisconsin	$1.32B	-$9.55M	4	22.81%	Reduced
331	Utah Retirement Systems Salt Lake City, Utah	$1.31B	+$3.74M	18	14.44%	Increased
332	Lazard Frères Gestion Paris, France	$1.31B	+$71.8M	6	26.16%	Increased
333	Farallon Capital Management San Francisco, California	$1.31B	+$80.7M	3	5.73%	Increased
334	AGF Management Toronto, Ontario, Canada	$1.3B	+$131M	9	6.45%	Increased
335	VVP Vulcan Value Partners Birmingham, Alabama	$1.29B	+$94.3M	3	21.65%	Increased
336	Markel Group Glen Allen, Virginia	$1.29B	+$1.92M	4	11.4%	Increased
337	LGT Group Foundation Vaduz, Liechtenstein	$1.29B	+$8.52M	11	20%	Increased
338	Bridgewater Associates Westport, Connecticut	$1.29B	-$280M	13	5.92%	Reduced
339	Huntington National Bank Columbus, Ohio	$1.28B	+$35.9M	26	9.12%	Increased
340	Davenport & Co Richmond, Virginia	$1.28B	-$4.51M	12	7.21%	Reduced
341	Qube Research & Technologies (QRT) London, United Kingdom	$1.26B	-$1.02B	23	1.65%	Reduced
342	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$1.26B	-$49.1M	2	16.34%	Reduced
343	Two Sigma Investments New York	$1.25B	+$6.96M	31	2.72%	Increased
344	Capital Group Private Client Services Los Angeles, California	$1.24B	+$34.6M	5	11.43%	Increased
345	IEQ Capital Foster City, California	$1.24B	+$50.1M	20	11.96%	Increased
346	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.24B	+$43.2M	17	12.64%	Increased
347	Boston Trust Walden Boston, Massachusetts	$1.22B	+$7.59M	9	8.58%	Increased
348	Carmignac Gestion Paris, France	$1.22B	-$52.4M	6	19.39%	Reduced
349	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.22B	-$5.66M	6	26.71%	Reduced
350	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.21B	+$14.3M	13	17.89%	Increased