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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	Cullen/Frost Bankers San Antonio, Texas	$673M	-$36.5K	13	13.51%	Reduced
402	E. Ohman J:or Asset Management Stockholm, Sweden	$672M	-$31.3M	12	21.03%	Reduced
403	PointState Capital New York	$672M	+$26.3M	3	11.6%	Increased
404	Venrock Management V Palo Alto, California	$669M	-$582M	1	99.56%	Reduced
405	BlueSpruce Investments Chicago, Illinois	$666M	+$98.3M	1	12.14%	Increased
406	ING Group Amsterdam, Netherlands	$655M	+$9.5M	9	10.44%	Increased
407	Pendal Group Sydney, Australia	$647M	-$220M	9	5.93%	Reduced
408	Tocqueville Asset Management New York	$646M	-$17M	13	9.34%	Reduced
409	Douglas Lane & Associates New York	$644M	+$4.85M	8	9.03%	Increased
410	Munro Partners Melbourne, Australia	$640M	-$201K	3	22.05%	Reduced
411	Williams Jones Wealth Management New York	$636M	+$4.45M	9	8.89%	Increased
412	FAM Foxhaven Asset Management Charlottesville, Virginia	$632M	+$65.1M	2	17.24%	Increased
413	Dai-ichi Life Insurance Company Tokyo, Japan	$631M	-$99.2M	13	7.89%	Reduced
414	Formuepleje A/S Aarhus C, Denmark	$630M	-$48.5M	7	24.36%	Reduced
415	Cryder Capital Partners London, United Kingdom	$628M	+$97.3M	3	32.65%	Increased
416	Consulta London, United Kingdom	$619M	+$33.2M	2	29.15%	Increased
417	London Company of Virginia Richmond, Virginia	$612M	+$5.82M	3	3.26%	Increased
418	IFM Investors Melbourne, Australia	$612M	+$37.9M	13	12.51%	Increased
419	Causeway Capital Management Los Angeles, California	$611M	-$80.4M	3	12.47%	Reduced
420	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$605M	-$3.19M	8	21.14%	Reduced
421	CCLA Investment Management London, United Kingdom	$604M	+$104K	3	7.34%	Increased
422	Gabelli Funds Rye, New York	$601M	+$5.12M	12	3.83%	Increased
423	Cardano Risk Management Rotterdam, Netherlands	$600M	-$6.64M	4	72.94%	Reduced
424	AH Equity Partners III Menlo Park, California	$598M	$0	1	90.01%	Maintained
425	AGF Investments Inc Toronto, Ontario, Canada	$598M	-$10.6M	13	4.47%	Reduced