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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	Voyager Global Management New York	$738M	-$33.9M	3	35.66%	Reduced
427	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$737M	-$31.2M	3	2.48%	Reduced
428	Achmea Investment Management Zeist, Netherlands	$735M	+$11.1M	10	14.01%	Increased
429	Phoenix Financial Givatayim, Israel	$730M	+$288M	9	10.08%	Increased
430	Commerzbank Aktiengesellschaft Frankfurt, Germany	$730M	-$6.71M	7	24.22%	Reduced
431	HM Payson & Co Portland, Maine	$728M	-$5.03M	18	13.53%	Reduced
432	CTC (Chicago Trading Company) Chicago, Illinois	$728M	-$113M	6	0.37%	Reduced
433	TIAA Trust, National Association Charlotte, North Carolina	$727M	+$7.85M	9	2.22%	Increased
434	BAMCO Inc New York	$725M	-$17.6M	8	1.93%	Reduced
435	Groupama Asset Management Paris, France	$725M	-$294M	12	13.2%	Reduced
436	Banco Santander Madrid, Spain	$724M	-$11.4M	10	8.73%	Reduced
437	Erste Asset Management Vienna, Austria	$721M	+$13.4M	12	9.82%	Increased
438	Dorsal Capital Management Redwood City, California	$720M	-$211M	2	23.5%	Reduced
439	Kovitz Investment Group Partners Chicago, Illinois	$720M	+$126M	11	9.14%	Increased
440	Zevenbergen Capital Investments Edmonds, Washington	$714M	-$20M	7	15.16%	Reduced
441	Steward Partners Investment Advisory New York	$713M	+$63M	28	7.86%	Increased
442	Railway Pension Investments London, United Kingdom	$712M	-$11M	8	6.93%	Reduced
443	MIS Morningstar Investment Services Chicago, Illinois	$711M	-$775M	7	7.83%	Reduced
444	Bradley Foster & Sargent Hartford, Connecticut	$709M	-$5.66M	7	12.8%	Reduced
445	Troy Asset Management London, United Kingdom	$702M	-$183K	2	21.25%	Reduced
446	NewEdge Advisors New Orleans, Louisiana	$701M	+$9.34M	28	6.12%	Increased
447	TA Trivest Advisors Hong Kong	$696M	-$248M	3	24.45%	Reduced
448	MIM Meridiem Investment Management London, United Kingdom	$695M	+$7.95M	4	13.63%	Increased
449	Independent Franchise Partners London, United Kingdom	$690M	-$15M	1	5.71%	Reduced
450	ABN AMRO Investment Solutions Paris Cedex 008,	$689M	-$103M	11	11.94%	Reduced