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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	Vanguard Personalized Indexing Management Oakland, California	$1.54B	+$38.5M	24	15.06%	Increased
352	VanEck Associates New York	$1.53B	+$4.15M	18	1.26%	Increased
353	Maverick Capital Dallas, Texas	$1.51B	+$410M	4	16.25%	Increased
354	Whittier Trust South Pasadena, California	$1.49B	+$50.3M	18	16.12%	Increased
355	Rakuten Investment Management Tokyo, Japan	$1.49B	+$922M	16	5.01%	Increased
356	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.48B	-$272M	2	15.85%	Reduced
357	LSV Asset Management Chicago, Illinois	$1.47B	+$45.8M	13	3.21%	Increased
358	Williams Jones Wealth Management New York	$1.47B	+$36.1M	7	16.56%	Increased
359	Banco Santander Madrid, Spain	$1.46B	+$203M	11	10.96%	Increased
360	Zacks Investment Management Chicago, Illinois	$1.45B	-$38.4M	17	11.42%	Reduced
361	&Partners Nashville, Tennessee	$1.45B	+$289M	21	7.59%	Increased
362	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.45B	+$417M	4	4.83%	Increased
363	ABN AMRO Bank Amsterdam, Netherlands	$1.44B	+$155M	8	13.55%	Increased
364	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.44B	+$170M	12	12.47%	Increased
365	QRG Capital Management Chicago, Illinois	$1.44B	+$84M	16	16.01%	Increased
366	New York Life Investment Management New York	$1.43B	+$43M	14	12.32%	Increased
367	Hudson Bay Capital Management Stamford, Connecticut	$1.42B	+$77M	9	4.69%	Increased
368	Comgest Global Investors Paris, France	$1.42B	-$20.1M	4	25.32%	Reduced
369	BI BlueSpruce Investments Chicago, Illinois	$1.42B	+$15.2M	2	36.19%	Increased
370	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$1.41B	+$7.26M	1	27.86%	Increased
371	Jensen Investment Management Lake Oswego, Oregon	$1.41B	+$84.5M	4	22.14%	Increased
372	H&H International Investment Palo Alto, California	$1.39B	+$299M	4	7.97%	Increased
373	Local Pensions Partnership Investment London, United Kingdom	$1.39B	-$42M	3	24.51%	Reduced
374	ASR Vermogensbeheer Utrecht, Netherlands	$1.39B	+$1.4M	16	16.14%	Increased
375	SCGE Management Menlo Park, California	$1.39B	+$235M	4	31.59%	Increased