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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
426	Edmond de Rothschild Holding Chambesy, Switzerland	$521M	+$41.9M	17	14.29%	Increased
427	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$520M	+$61.7M	23	9.81%	Increased
428	London Company of Virginia Richmond, Virginia	$520M	-$21.3M	3	2.98%	Reduced
429	CCLA Investment Management London, United Kingdom	$518M	+$55.4M	3	10.37%	Increased
430	Hosking Partners London, United Kingdom	$517M	-$5M	8	12.19%	Reduced
431	Thornburg Investment Management Santa Fe, New Mexico	$517M	+$11.7M	6	6.01%	Increased
432	CFM Coronation Fund Managers Cape Town, South Africa	$517M	-$32.5M	5	17.06%	Reduced
433	Intermede Investment Partners London, United Kingdom	$517M	+$41.4M	3	13.21%	Increased
434	Gabelli Funds Rye, New York	$514M	+$3.44M	12	3.44%	Increased
435	Martingale Asset Management Boston, Massachusetts	$513M	-$109M	11	5.9%	Reduced
436	C Consulta London, United Kingdom	$511M	+$72.9M	2	26.3%	Increased
437	Glenview Capital Management New York	$509M	+$119M	3	8.63%	Increased
438	South Dakota Investment Council Sioux Falls, South Dakota	$508M	+$4.38M	6	8.45%	Increased
439	KCM Kensico Capital Management Greenwich, Connecticut	$507M	-$184M	4	16.38%	Reduced
440	IFM Investors Melbourne, Australia	$507M	+$57.3M	14	13.57%	Increased
441	SI Standard Investments New York	$506M	+$492M	2	13.98%	Increased
442	FFA First Foundation Advisors Irvine, California	$503M	-$4.55M	9	21.57%	Reduced
443	Whittier Trust South Pasadena, California	$501M	+$17.2M	20	9.74%	Increased
444	FAM Foxhaven Asset Management Charlottesville, Virginia	$496M	-$227M	2	14.33%	Reduced
445	Ossiam Paris, France	$491M	-$98.3M	10	15.28%	Reduced
446	MML Investors Services Springfield, Massachusetts	$490M	+$30.6M	19	4.69%	Increased
447	SEP Soma Equity Partners San Francisco, California	$490M	+$136M	2	10.77%	Increased
448	BI BlueSpruce Investments Chicago, Illinois	$488M	+$480M	1	9.69%	New
449	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$484M	+$118M	8	5.4%	Increased
450	Daiwa Securities Group Tokyo, Japan	$483M	-$54.5M	18	3.6%	Reduced