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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	Atreides Management Boston, Massachusetts	$642M	+$352M	4	20.06%	Increased
427	South Dakota Investment Council Sioux Falls, South Dakota	$641M	+$19.9M	7	10.72%	Increased
428	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$640M	+$47.9M	11	14.78%	Increased
429	HM Payson & Co Portland, Maine	$639M	-$697K	23	13.88%	Reduced
430	IVMX Institutional Venture Management XVI Menlo Park, California	$638M	+$609M	1	46.08%	New
431	AGF Investments Inc Toronto, Ontario, Canada	$637M	+$25.3M	13	4.59%	Increased
432	Welch & Forbes Boston, Massachusetts	$632M	-$2.99M	9	9.47%	Reduced
433	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$632M	+$626M	8	14.6%	New
434	LCP LGT Capital Partners Pfaeffikon, Switzerland	$632M	-$39M	4	16.81%	Reduced
435	Construction & Building Unions Superannuation Fund Melbourne, Australia	$632M	-$6.58M	5	28.96%	Reduced
436	Edmond de Rothschild Holding Chambesy, Switzerland	$631M	+$62.3M	17	13.64%	Increased
437	Balyasny Asset Management Chicago, Illinois	$630M	-$8.22M	20	2.15%	Reduced
438	Dai-ichi Life Insurance Company Tokyo, Japan	$629M	-$43.7M	15	8.07%	Reduced
439	PCM Palestra Capital Management New York	$628M	+$40.2M	3	18.18%	Increased
440	Hyperion Asset Management Brisbane, Australia	$625M	+$71.8M	3	24.61%	Increased
441	TBC Tweedy, Browne Co Stamford, Connecticut	$624M	-$11M	3	19.81%	Reduced
442	SI Standard Investments New York	$621M	-$76M	2	15.81%	Reduced
443	Haverford Trust Company Radnor, Pennsylvania	$617M	-$6.56M	7	6.72%	Reduced
444	Private Advisor Group Morristown, New Jersey	$615M	-$200M	23	4.61%	Reduced
445	Oppenheimer Asset Management New York	$612M	+$20M	18	8.11%	Increased
446	LFDLE La Financiere de L'Echiquier Paris, France	$608M	-$47.5M	8	20.49%	Reduced
447	Stockbridge Partners Boston, Massachusetts	$605M	+$140M	3	12.21%	Increased
448	Intermede Investment Partners London, United Kingdom	$599M	+$51.2M	3	12.34%	Increased
449	RA Rovida Advisors Fort Lauderdale, Florida	$599M	-$12.5M	6	26.9%	Reduced
450	London Company of Virginia Richmond, Virginia	$598M	-$151M	3	3.02%	Reduced