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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	Baupost Group Boston, Massachusetts	$624M	-$90.4M	2	11.11%	Reduced
402	Whittier Trust South Pasadena, California	$623M	-$9.86M	25	10.84%	Reduced
403	Iconiq Capital San Francisco, California	$622M	-$512M	7	10.44%	Reduced
404	Voyager Global Management New York	$622M	-$172M	3	30.17%	Reduced
405	Douglass Winthrop Advisors New York	$619M	-$7.26M	6	14.8%	Reduced
406	Antipodes Partners Royal Exchange, Australia	$619M	+$148M	5	21.38%	Increased
407	CCP Cryder Capital Partners London, United Kingdom	$618M	-$4.53M	3	30.11%	Reduced
408	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$612M	+$1.2M	6	11.02%	Increased
409	Troy Asset Management London, United Kingdom	$609M	-$81.4M	2	17.84%	Reduced
410	Nomura Holdings Tokyo, Japan	$608M	-$184M	16	1.65%	Reduced
411	OMERS Administration Corp Toronto, Ontario, Canada	$604M	-$76.3M	5	9.39%	Reduced
412	Achmea Investment Management Zeist, Netherlands	$603M	+$131M	13	12.73%	Increased
413	CM Cercano Management Bellevue, Washington	$603M	-$17.3M	5	20.94%	Reduced
414	Construction & Building Unions Superannuation Fund Melbourne, Australia	$600M	-$25M	4	26.07%	Reduced
415	LCP LGT Capital Partners Pfaeffikon, Switzerland	$600M	-$203M	3	20.73%	Reduced
416	UMB Bank Kansas City, Missouri	$599M	+$36.6M	23	9.09%	Increased
417	Border to Coast Pensions Partnership Leeds, United Kingdom	$599M	-$9.69M	4	15.05%	Reduced
418	MC Metropolis Capital Amersham, United Kingdom	$599M	-$214M	3	22.98%	Reduced
419	Sculptor Capital New York	$597M	+$71.1M	3	11.84%	Increased
420	Employees Provident Fund Board Shah Alam, Malaysia	$597M	-$31.9M	4	14.13%	Reduced
421	ABN AMRO Investment Solutions Paris Cedex 008,	$595M	-$20.1M	11	11.92%	Reduced
422	Welch & Forbes Boston, Massachusetts	$592M	-$664K	8	9.34%	Reduced
423	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$591M	+$31.1M	12	13.08%	Increased
424	CAM Contour Asset Management New York	$589M	+$109M	5	26.54%	Increased
425	HM Payson & Co Portland, Maine	$589M	-$4.94M	17	13.23%	Reduced