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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	Comgest Global Investors Paris, France	$712M	-$753M	6	12.49%	Reduced
352	Swiss Life Asset Management Zurich,	$711M	-$16.8M	9	10.41%	Reduced
353	SAM Shell Asset Management The Hague, Netherlands	$709M	+$31M	20	14.64%	Increased
354	Marsico Capital Management Denver, Colorado	$709M	-$21.7M	5	18.37%	Reduced
355	VanEck Associates New York	$707M	+$131M	8	2.06%	Increased
356	United Capital Financial Advisors Irving, Texas	$704M	+$10.6M	17	4.24%	Increased
357	MG Meritage Group San Francisco, California	$703M	-$309M	3	13.76%	Reduced
358	MVG Madrona Venture Group Seattle, Washington	$700M	+$775M	1	94.43%	New
359	Stonehage Fleming Financial Services St. Helier, Jersey	$696M	-$22M	8	23.46%	Reduced
360	Markel Group Glen Allen, Virginia	$690M	+$21.5K	4	10.28%	Increased
361	LCP LGT Capital Partners Pfaeffikon, Switzerland	$689M	+$83.8M	5	23.86%	Increased
362	John W. Bristol & Co New York	$686M	-$2.83M	5	14.15%	Reduced
363	H&H International Investment Palo Alto, California	$684M	+$33.7M	2	9.75%	Increased
364	Employees Provident Fund Board Shah Alam, Malaysia	$684M	+$24.6M	4	11.63%	Increased
365	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$675M	+$53.7M	20	7.97%	Increased
366	Davenport & Co Richmond, Virginia	$675M	+$1.88M	10	6.63%	Increased
367	KCM Kensico Capital Management Greenwich, Connecticut	$664M	-$2.66M	3	15.42%	Reduced
368	HRT Financial New York	$660M	+$550M	13	13.29%	Increased
369	Causeway Capital Management Los Angeles, California	$656M	-$48.4M	4	12.33%	Reduced
370	Huntington National Bank Columbus, Ohio	$648M	-$2.87M	19	8.48%	Reduced
371	Dai-ichi Life Insurance Company Tokyo, Japan	$645M	+$118M	13	9.34%	Increased
372	GAM GuardCap Asset Management London, United Kingdom	$643M	+$173M	2	13.11%	Increased
373	Lazard Frères Gestion Paris, France	$640M	+$619M	6	20.41%	New
374	Squarepoint New York	$639M	+$360M	21	4.77%	Increased
375	Balyasny Asset Management Chicago, Illinois	$638M	+$245M	14	3.55%	Increased