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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	Davenport & Co Richmond, Virginia	$1.16B	-$132K	14	6.33%	Reduced
377	First Pacific Advisors El Segundo, California	$1.16B	-$75.7M	3	16.27%	Reduced
378	Vinva Investment Management Sydney, Australia	$1.15B	+$78.8M	13	14.31%	Increased
379	MAI Capital Management Independence, Ohio	$1.15B	+$47.9M	35	6.51%	Increased
380	Epoch Investment Partners New York	$1.14B	-$42.3M	7	6.91%	Reduced
381	Banque Transatlantique Paris, France	$1.14B	-$29.1M	10	27.27%	Reduced
382	GAMH Greenwoods Asset Management (HK) Hong Kong	$1.14B	+$219M	3	29.33%	Increased
383	Edmond de Rothschild Holding Chambesy, Switzerland	$1.14B	-$3.58M	15	16.45%	Reduced
384	Rafferty Asset Management New York	$1.14B	-$197M	16	4.62%	Reduced
385	Quilter Plc London, United Kingdom	$1.13B	+$85.9M	7	19.84%	Increased
386	GGHC Gilder Gagnon Howe & Co New York	$1.13B	-$99.7M	9	13.55%	Reduced
387	Lazard Frères Gestion Paris, France	$1.12B	+$12.3M	7	22.14%	Increased
388	Jensen Investment Management Lake Oswego, Oregon	$1.12B	-$73M	4	22.12%	Reduced
389	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$1.12B	-$72.1M	7	23.89%	Reduced
390	Factory Mutual Insurance Waltham, Massachusetts	$1.12B	-$2.01M	7	12.56%	Reduced
391	iA Global Asset Management Quebec, Quebec, Canada	$1.11B	-$18.3M	9	15.76%	Reduced
392	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$1.11B	+$119M	15	8.74%	Increased
393	Hudson Bay Capital Management Stamford, Connecticut	$1.11B	-$149M	10	3.81%	Reduced
394	Bridges Investment Management Omaha, Nebraska	$1.1B	-$22.9M	7	14.93%	Reduced
395	Voyager Global Management New York	$1.09B	+$74.6M	3	36.99%	Increased
396	Close Asset Management London, United Kingdom	$1.08B	-$105M	12	29.21%	Reduced
397	Crake Asset Management London, United Kingdom	$1.07B	+$248M	3	37.48%	Increased
398	ABN AMRO Bank Amsterdam, Netherlands	$1.07B	-$134M	8	11.56%	Reduced
399	SCGE Management Menlo Park, California	$1.07B	-$111M	4	32.41%	Reduced
400	State of Alaska Department of Revenue Juneau, Alaska	$1.06B	+$1.34M	19	11.52%	Increased