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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	DVI Deccan Value Investors Greenwich, Connecticut	$467M	+$147M	2	24.28%	Increased
402	Holocene Advisors New York	$465M	-$417M	8	4.08%	Reduced
403	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$462M	-$14.2M	4	51.8%	Reduced
404	CAPTRUST Financial Advisors Raleigh, North Carolina	$460M	+$74.5M	24	7.58%	Increased
405	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$456M	-$20.3M	6	18.86%	Reduced
406	Barings Charlotte, North Carolina	$453M	$0	13	15.12%	Maintained
407	TIAA FSB Jacksonville, Florida	$450M	-$968K	8	2.14%	Reduced
408	LCP LGT Capital Partners Pfaeffikon, Switzerland	$450M	+$32M	4	22.31%	Increased
409	DCM Dupont Capital Management Wilmington, Delaware	$450M	+$1.18M	12	9.87%	Increased
410	Norinchukin Bank Tokyo, Japan	$450M	-$8.9M	10	7.68%	Reduced
411	Dai-ichi Life Insurance Company Tokyo, Japan	$450M	-$18.6M	12	10.28%	Reduced
412	B BP London, United Kingdom	$447M	-$5.99M	13	16.31%	Reduced
413	Cardano Risk Management Rotterdam, Netherlands	$446M	+$50.1M	4	71.47%	Increased
414	Driehaus Capital Management Chicago, Illinois	$442M	+$59.5M	11	10.74%	Increased
415	London Company of Virginia Richmond, Virginia	$438M	+$2.82M	3	3.4%	Increased
416	Clal Insurance Tel-Aviv, Israel	$431M	-$27.6M	5	8.54%	Reduced
417	FFA First Foundation Advisors Irvine, California	$430M	-$3.25M	8	22.16%	Reduced
418	Banco Santander Madrid, Spain	$428M	-$391M	7	5.55%	Reduced
419	Scharf Investments Los Gatos, California	$425M	-$14.3M	4	19.01%	Reduced
420	Altimeter Capital Management Boston, Massachusetts	$425M	+$162M	4	8.98%	Increased
421	Altshuler Shaham Tel Aviv, Israel	$420M	+$290M	7	12.64%	Increased
422	H&H International Investment Palo Alto, California	$418M	-$68.8M	2	8.07%	Reduced
423	HCM Hitchwood Capital Management New York	$418M	-$63.1M	5	19.54%	Reduced
424	CCLA Investment Management London, United Kingdom	$418M	+$378M	3	13.05%	New
425	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$417M	-$11.6M	22	6.26%	Reduced