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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
351	Swiss Life Asset Management Zurich,	$679M	-$4.06M	9	10.09%	Reduced
352	Första AP-fonden Stockholm, Sweden	$677M	+$150M	12	13.97%	Increased
353	KCM Kensico Capital Management Greenwich, Connecticut	$667M	-$199M	2	14.6%	Reduced
354	Barings Charlotte, North Carolina	$662M	-$1.91M	14	15.21%	Reduced
355	Altimeter Capital Management Boston, Massachusetts	$652M	+$184M	5	11.01%	Increased
356	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$652M	-$93.9M	13	7.05%	Reduced
357	B BP London, United Kingdom	$642M	+$145M	12	15.57%	Increased
358	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$642M	+$21.6M	4	6.24%	Increased
359	MAMU Marathon Asset Management (UK) London, United Kingdom	$639M	-$145M	4	10.05%	Reduced
360	United Capital Financial Advisors Irving, Texas	$636M	-$13.4M	15	4.15%	Reduced
361	Clal Insurance Tel-Aviv, Israel	$636M	+$151M	5	10.73%	Increased
362	John W. Bristol & Co New York	$636M	-$15M	5	14.41%	Reduced
363	Markel Group Glen Allen, Virginia	$631M	$0	4	10.7%	Maintained
364	Orbis Allan Gray Hamilton, Bermuda	$630M	-$120M	2	4.96%	Reduced
365	Atalanta Sosnoff Capital New York	$625M	-$6.61M	6	17.7%	Reduced
366	Davenport & Co Richmond, Virginia	$623M	-$200K	10	6.96%	Reduced
367	Employees Provident Fund Board Shah Alam, Malaysia	$610M	-$2.62M	4	12.8%	Reduced
368	Huntington National Bank Columbus, Ohio	$606M	-$5.21M	18	8.85%	Reduced
369	VanEck Associates New York	$604M	-$39.6M	9	1.92%	Reduced
370	Holocene Advisors New York	$597M	+$34.7M	11	4.54%	Increased
371	Pzena Investment Management New York	$583M	+$35.5M	2	3.64%	Increased
372	Altshuler Shaham Tel Aviv, Israel	$582M	+$10.1M	8	13.68%	Increased
373	Mariner Overland Park, Kansas	$577M	+$9.09M	11	5.44%	Increased
374	MSA Mason Street Advisors Milwaukee, Wisconsin	$574M	-$7.68M	12	11.16%	Reduced
375	Martingale Asset Management Boston, Massachusetts	$571M	+$8.74M	10	6.84%	Increased