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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
376	Bahl & Gaynor Cincinnati, Ohio	$743M	-$142M	8	5.46%	Reduced
377	TPSF Texas Permanent School Fund Austin, Texas	$741M	-$46.3M	13	10.08%	Reduced
378	Appaloosa LP Short Hills, New Jersey	$722M	+$23.5M	3	28.9%	Increased
379	Quilter Plc London, United Kingdom	$722M	+$27.4M	6	19.62%	Increased
380	Maverick Capital Dallas, Texas	$721M	-$113M	12	12.67%	Reduced
381	Silvercrest Asset Management New York	$721M	-$27.9M	11	4.68%	Reduced
382	Regions Financial Corp Birmingham, Alabama	$717M	-$12.7M	13	5.78%	Reduced
383	Congress Asset Management Boston, Massachusetts	$714M	+$7.69M	6	6.07%	Increased
384	LCP LGT Capital Partners Pfaeffikon, Switzerland	$711M	+$105M	3	20.2%	Increased
385	Advisors Asset Management Monument, Colorado	$707M	-$39.9M	22	10.88%	Reduced
386	Stockbridge Partners Boston, Massachusetts	$698M	+$140M	3	15.06%	Increased
387	Atreides Management Boston, Massachusetts	$697M	+$136M	4	21.48%	Increased
388	Cullen/Frost Bankers San Antonio, Texas	$697M	+$16.9M	19	13.57%	Increased
389	MML Investors Services Springfield, Massachusetts	$691M	+$43.4M	19	4.88%	Increased
390	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$686M	+$3.55M	9	13.94%	Increased
391	Baupost Group Boston, Massachusetts	$681M	+$42.6M	1	7.32%	Increased
392	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$678M	+$39.4M	30	6.55%	Increased
393	Williams Jones Wealth Management New York	$677M	-$4.72M	8	9.43%	Reduced
394	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$674M	+$27.1M	8	25.89%	Increased
395	PCM Palestra Capital Management New York	$673M	+$73.9M	3	20.95%	Increased
396	H&H International Investment Palo Alto, California	$671M	+$331M	2	7.11%	Increased
397	Voyager Global Management New York	$667M	+$242M	3	38.18%	Increased
398	Axiom Investors Greenwich, Connecticut	$666M	-$51.6M	3	15.74%	Reduced
399	CCP Cryder Capital Partners London, United Kingdom	$655M	+$14.4M	3	32.16%	Increased
400	Douglass Winthrop Advisors New York	$654M	+$13.7M	8	15.46%	Increased