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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
401	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$384M	-$2.51M	4	50.81%	Reduced
402	Quilter Plc London, United Kingdom	$384M	+$17.3M	8	25.38%	Increased
403	H&H International Investment Palo Alto, California	$381M	-$132M	2	13.1%	Reduced
404	CFM Coronation Fund Managers Cape Town, South Africa	$380M	-$105M	5	18.17%	Reduced
405	Close Asset Management London, United Kingdom	$379M	+$3.72M	9	33.74%	Increased
406	HCM Hitchwood Capital Management New York	$376M	+$40.6M	5	30.82%	Increased
407	Congress Asset Management Boston, Massachusetts	$374M	+$72.9M	7	5.69%	Increased
408	NM NWI Management New York	$373M	+$142M	4	31.6%	Increased
409	Dai-ichi Life Insurance Company Tokyo, Japan	$372M	-$17.8M	12	14.26%	Reduced
410	SGAM Smith Group Asset Management Dallas, Texas	$371M	+$16.5M	7	20.23%	Increased
411	Williams Jones Wealth Management New York	$368M	-$11.2M	8	9.62%	Reduced
412	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$368M	-$346M	11	6.54%	Reduced
413	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$367M	+$187M	9	19.02%	Increased
414	Clal Insurance Tel-Aviv, Israel	$366M	+$227M	5	9.15%	Increased
415	Cullen/Frost Bankers San Antonio, Texas	$363M	+$4.86M	11	12.59%	Increased
416	B BP London, United Kingdom	$359M	+$8.43M	11	15.38%	Increased
417	Norinchukin Bank Tokyo, Japan	$357M	-$247M	10	6.97%	Reduced
418	Scharf Investments Los Gatos, California	$357M	-$40.4M	4	17.83%	Reduced
419	Select Equity Group New York	$356M	+$202M	4	2.45%	Increased
420	TIAA FSB Jacksonville, Florida	$356M	+$33.8M	8	2.05%	Increased
421	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$355M	+$1.93M	10	12.17%	Increased
422	DCM Dupont Capital Management Wilmington, Delaware	$351M	+$53.4M	12	8.37%	Increased
423	Baupost Group Boston, Massachusetts	$349M	+$408M	1	5.16%	New
424	Antipodes Partners Royal Exchange, Australia	$348M	-$19.7M	3	18.21%	Reduced
425	OA Oak Associates Akron, Ohio	$347M	-$24.8M	11	28.48%	Reduced