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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	Cardano Risk Management Rotterdam, Netherlands	$591M	-$27.2M	4	73.29%	Reduced
427	TBC Tweedy, Browne Co Stamford, Connecticut	$588M	-$340M	3	19.65%	Reduced
428	Balyasny Asset Management Chicago, Illinois	$588M	+$195M	18	2.45%	Increased
429	LCP LGT Capital Partners Pfaeffikon, Switzerland	$587M	-$242M	4	17.71%	Reduced
430	RE RBC Europe London, United Kingdom	$582M	+$26.1M	16	23.89%	Increased
431	Construction & Building Unions Superannuation Fund Melbourne, Australia	$580M	-$4.15M	5	29.4%	Reduced
432	RA Rovida Advisors Fort Lauderdale, Florida	$579M	+$94.5M	5	24.51%	Increased
433	HM Payson & Co Portland, Maine	$577M	-$600K	18	14.06%	Reduced
434	AKO Capital London, United Kingdom	$577M	+$13.6M	1	5.98%	Increased
435	GCM Gladstone Capital Management London, United Kingdom	$574M	-$11.7M	4	28.92%	Reduced
436	AGF Investments Inc Toronto, Ontario, Canada	$569M	-$32.6M	13	4.36%	Reduced
437	Welch & Forbes Boston, Massachusetts	$568M	+$265K	9	9.45%	Increased
438	Voloridge Investment Management Jupiter, Florida	$566M	+$8.08M	20	3.64%	Increased
439	South Dakota Investment Council Sioux Falls, South Dakota	$559M	+$7.05M	6	10.01%	Increased
440	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$557M	$0	1	6.34%	Maintained
441	BI BlueSpruce Investments Chicago, Illinois	$556M	-$141M	1	9.68%	Reduced
442	Intermede Investment Partners London, United Kingdom	$554M	+$8.5M	3	12.73%	Increased
443	KCM Kensico Capital Management Greenwich, Connecticut	$552M	-$322M	2	16.96%	Reduced
444	FAM Foxhaven Asset Management Charlottesville, Virginia	$551M	-$3.49M	2	15.87%	Reduced
445	Norinchukin Bank Tokyo, Japan	$550M	+$24.8M	10	7.64%	Increased
446	Montrusco Bolton Investments Montreal, Quebec, Canada	$549M	+$46.2M	3	14.94%	Increased
447	Kestra Advisory Services Austin, Texas	$549M	+$69.2M	21	5.49%	Increased
448	Haverford Trust Company Radnor, Pennsylvania	$549M	-$27.2M	7	6.56%	Reduced
449	Oppenheimer Asset Management New York	$545M	-$10.7M	16	7.74%	Reduced
450	Alphinity Investment Management Sydney, Australia	$544M	+$12.5M	3	20.26%	Increased