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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	MVIP Mar Vista Investment Partners Los Angeles, California	$528M	-$21.9M	5	13.84%	Reduced
402	Tocqueville Asset Management New York	$525M	-$25.4M	13	10.05%	Reduced
403	SI Salesforce Inc San Francisco, California	$523M	+$496M	1	37.66%	New
404	Congress Asset Management Boston, Massachusetts	$523M	-$3.21M	6	5.66%	Reduced
405	MC Martin Currie Edinburgh, United Kingdom	$521M	-$11.1M	3	26.91%	Reduced
406	Douglas Lane & Associates New York	$520M	-$6.47M	8	10.29%	Reduced
407	Close Asset Management London, United Kingdom	$515M	+$2.57M	8	35.04%	Increased
408	Crake Asset Management London, United Kingdom	$513M	+$162M	4	27.2%	Increased
409	HCM Hitchwood Capital Management New York	$513M	+$26.7M	7	13.56%	Increased
410	Dai-ichi Life Insurance Company Tokyo, Japan	$502M	+$1.02M	12	9.01%	Increased
411	Silvercrest Asset Management New York	$496M	-$62.3M	10	4.25%	Reduced
412	Williams Jones Wealth Management New York	$493M	-$16.9M	9	9.13%	Reduced
413	DCM Dupont Capital Management Wilmington, Delaware	$487M	-$8.9M	12	10.73%	Reduced
414	Norinchukin Bank Tokyo, Japan	$486M	+$10.3M	10	7.69%	Increased
415	Antipodes Partners Royal Exchange, Australia	$485M	-$71M	4	22.24%	Reduced
416	MS Mizuho Securities Tokyo, Japan	$485M	+$11.3M	6	87.29%	Increased
417	Daiwa Securities Group Tokyo, Japan	$480M	+$94.6M	18	4.35%	Increased
418	Banco Santander Madrid, Spain	$480M	-$37M	8	6.31%	Reduced
419	Gates Foundation Trust Kirkland, Washington	$479M	$0	4	2.17%	Maintained
420	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$475M	-$3.2M	4	49.53%	Reduced
421	E. Ohman J:or Asset Management Stockholm, Sweden	$473M	+$28.6M	12	23.41%	Increased
422	Hosking Partners London, United Kingdom	$473M	-$75.8M	7	14.55%	Reduced
423	SCM Suvretta Capital Management New York	$473M	+$163M	2	8.52%	Increased
424	AGF Investments Inc Toronto, Ontario, Canada	$470M	-$141M	13	4.73%	Reduced
425	TIAA FSB Jacksonville, Florida	$470M	-$11.8M	8	2.1%	Reduced