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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	Alphinity Investment Management Sydney, Australia	$1.2B	-$767M	3	8.1%	Reduced
327	Jones Financial Companies Des Peres, Missouri	$1.19B	+$348M	25	1.06%	Increased
328	Altimeter Capital Management Boston, Massachusetts	$1.18B	-$364M	5	23.7%	Reduced
329	Everett Harris & Co Los Angeles, California	$1.18B	-$4.99M	6	15.1%	Reduced
330	LBP AM Paris, France	$1.16B	-$118M	12	17.89%	Reduced
331	VVP Vulcan Value Partners Birmingham, Alabama	$1.15B	+$30.3M	3	21.56%	Increased
332	Utah Retirement Systems Salt Lake City, Utah	$1.14B	+$1.62M	17	13.17%	Increased
333	MUFG Securities EMEA London, United Kingdom	$1.14B	-$111M	4	25.77%	Reduced
334	Huntington National Bank Columbus, Ohio	$1.14B	+$31.9M	26	8.24%	Increased
335	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.14B	+$53.2M	17	11.58%	Increased
336	Davenport & Co Richmond, Virginia	$1.13B	+$23.1M	11	6.56%	Increased
337	Farallon Capital Management San Francisco, California	$1.12B	-$30.6M	2	5.36%	Reduced
338	Jensen Investment Management Lake Oswego, Oregon	$1.12B	-$197M	3	12.34%	Reduced
339	Brighton Jones LLC Seattle, Washington	$1.11B	-$139M	13	35.51%	Reduced
340	Voyager Global Management New York	$1.11B	+$247M	3	49.28%	Increased
341	Markel Group Glen Allen, Virginia	$1.1B	+$1.69M	4	9.75%	Increased
342	Capital Group Private Client Services Los Angeles, California	$1.1B	+$45.7M	5	10.71%	Increased
343	Capital Wealth Planning Naples, Florida	$1.07B	+$35.9M	7	9.3%	Increased
344	PTC Provident Trust Company Waukesha, Wisconsin	$1.07B	-$11.4M	4	19.96%	Reduced
345	Boston Trust Walden Boston, Massachusetts	$1.07B	+$39.2M	9	7.79%	Increased
346	Comgest Global Investors Paris, France	$1.06B	-$79.7M	4	19%	Reduced
347	Harding Loevner Bridgewater, New Jersey	$1.06B	-$209M	4	8.11%	Reduced
348	Whale Rock Capital Management Boston, Massachusetts	$1.05B	+$42.6M	5	18.25%	Increased
349	BI BlueSpruce Investments Chicago, Illinois	$1.03B	-$21.7M	2	24.06%	Reduced
350	Lido Advisors Los Angeles, California	$1.02B	+$179M	14	4.59%	Increased