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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	Clal Insurance Tel-Aviv, Israel	$497M	-$122M	5	7.44%	Reduced
427	Altshuler Shaham Tel Aviv, Israel	$496M	+$262M	9	10.84%	Increased
428	Douglas Lane & Associates New York	$490M	-$6.98M	9	8.15%	Reduced
429	TIAA FSB Jacksonville, Florida	$490M	-$1.13M	8	1.82%	Reduced
430	Dorsal Capital Management Redwood City, California	$490M	+$140M	4	15.68%	Increased
431	Pathstone Family Office Englewood, New Jersey	$487M	+$21M	13	7.89%	Increased
432	ARK Investment Management St. Petersburg, Florida	$487M	-$62.6M	6	3.34%	Reduced
433	Ferguson Wellman Capital Management Portland, Oregon	$482M	+$15M	7	12.11%	Increased
434	LFDLE La Financiere de L'Echiquier Paris, France	$482M	+$46.1M	8	25.29%	Increased
435	HA HHLR Advisors Grand Cayman, Cayman Islands	$479M	+$89.2M	4	8.5%	Increased
436	TD Waterhouse Canada Toronto, Ontario, Canada	$479M	+$625K	24	4.95%	Increased
437	Railway Pension Investments London, United Kingdom	$479M	-$14.3M	7	4.9%	Reduced
438	UMB Bank Kansas City, Missouri	$478M	-$1.52M	23	7.65%	Reduced
439	Dragoneer Investment Group San Francisco, California	$477M	+$71.2M	1	11.29%	Increased
440	Oppenheimer Asset Management New York	$477M	+$5.29M	15	7.34%	Increased
441	MAI Capital Management Independence, Ohio	$475M	-$4.78M	17	7.49%	Reduced
442	London Company of Virginia Richmond, Virginia	$475M	-$6.57M	4	2.74%	Reduced
443	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$474M	-$75.6M	17	2.57%	Reduced
444	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$473M	-$65.2M	9	13.17%	Reduced
445	Liontrust Investment Partners London, United Kingdom	$472M	-$46.9M	9	6.91%	Reduced
446	Tocqueville Asset Management New York	$471M	+$5.38M	10	8.89%	Increased
447	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$468M	+$625K	12	11.83%	Increased
448	Close Asset Management London, United Kingdom	$466M	-$158M	12	23.07%	Reduced
449	MML Investors Services Springfield, Massachusetts	$463M	-$143M	16	3.27%	Reduced
450	Congress Asset Management Boston, Massachusetts	$461M	+$6.05M	6	4.3%	Increased