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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	Lazard Frères Gestion Paris, France	$584M	+$8.33M	5	20.32%	Increased
402	MVIP Mar Vista Investment Partners Los Angeles, California	$584M	+$18.8M	5	13.51%	Increased
403	Tower Research Capital (TRC) New York	$584M	+$439M	36	9.82%	Increased
404	Tocqueville Asset Management New York	$582M	-$3.08M	13	8.96%	Reduced
405	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$582M	-$218M	12	5.19%	Reduced
406	DCP Darsana Capital Partners New York	$581M	+$287M	2	16.25%	Increased
407	PointState Capital New York	$581M	-$339M	3	11.5%	Reduced
408	SCM Steadfast Capital Management New York	$581M	-$387M	2	6.04%	Reduced
409	H&H International Investment Palo Alto, California	$579M	-$193M	1	8.06%	Reduced
410	DVI Deccan Value Investors Greenwich, Connecticut	$577M	-$98.3M	2	25.55%	Reduced
411	Orbis Allan Gray Hamilton, Bermuda	$572M	+$161M	5	4.09%	Increased
412	EC Eminence Capital New York	$569M	+$167M	4	7.05%	Increased
413	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$568M	+$39M	27	6.27%	Increased
414	ING Group Amsterdam, Netherlands	$568M	-$76.9M	9	11.76%	Reduced
415	Douglas Lane & Associates New York	$564M	+$5.39M	8	8.75%	Increased
416	Munro Partners Melbourne, Australia	$564M	+$191M	4	24.26%	Increased
417	Impax Asset Management Group London, United Kingdom	$549M	+$116M	7	2.81%	Increased
418	Williams Jones Wealth Management New York	$547M	-$729K	9	8.55%	Reduced
419	TIAA FSB Jacksonville, Florida	$543M	+$2.92M	8	1.94%	Increased
420	AGF Investments Inc Toronto, Ontario, Canada	$538M	-$26M	14	4.27%	Reduced
421	RA Rovida Advisors Fort Lauderdale, Florida	$535M	+$37.6M	5	25.06%	Increased
422	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$531M	+$46.5M	8	21.36%	Increased
423	MVG Madrona Venture Group Seattle, Washington	$529M	-$100M	1	97.23%	Reduced
424	Cardano Risk Management Rotterdam, Netherlands	$527M	-$2.83M	4	72.09%	Reduced
425	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$525M	-$17.8M	12	13.8%	Reduced