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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
451	Edmond de Rothschild Holding Chambesy, Switzerland	$541M	-$25.2M	16	12.52%	Reduced
452	C Consulta London, United Kingdom	$541M	-$91.5M	2	26.95%	Reduced
453	Dorsal Capital Management Redwood City, California	$539M	+$41.2M	4	26.34%	Increased
454	WI Wafra Inc New York	$538M	+$15.1M	6	19.69%	Increased
455	MVIP Mar Vista Investment Partners Los Angeles, California	$536M	-$27.2M	4	13.82%	Reduced
456	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$536M	-$68.2M	11	14.76%	Reduced
457	EC Eminence Capital New York	$533M	-$205M	3	7.19%	Reduced
458	Bradley Foster & Sargent Hartford, Connecticut	$530M	+$20.6M	8	12.45%	Increased
459	NM NWI Management New York	$530M	+$19.8M	5	32.84%	Increased
460	Bridgewater Associates Westport, Connecticut	$526M	+$297M	11	2.88%	Increased
461	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$525M	-$1.02M	12	12.68%	Reduced
462	MUFG Americas New York	$523M	-$178M	11	9.19%	Reduced
463	DF Dent & Co Baltimore, Maryland	$523M	+$31M	6	5.36%	Increased
464	PCM Palestra Capital Management New York	$522M	-$318M	2	11.09%	Reduced
465	Rafferty Asset Management New York	$521M	+$57.7M	18	3.56%	Increased
466	MAI Capital Management Independence, Ohio	$521M	+$20.2M	9	10.03%	Increased
467	Hosking Partners London, United Kingdom	$518M	-$61.2M	8	12.84%	Reduced
468	PointState Capital New York	$515M	-$165M	3	8.59%	Reduced
469	Kovitz Investment Group Partners Chicago, Illinois	$513M	-$9.26M	10	10.21%	Reduced
470	Fiduciary Trust Boston, Massachusetts	$511M	-$10.7M	10	9.09%	Reduced
471	Pendal Group Sydney, Australia	$510M	-$6.75M	8	4.21%	Reduced
472	Hyperion Asset Management Brisbane, Australia	$507M	+$114M	3	22.94%	Increased
473	Banco Santander Madrid, Spain	$506M	-$39.2M	13	2.72%	Reduced
474	Oppenheimer & Co New York	$505M	-$31.9M	20	9.45%	Reduced
475	Ferguson Wellman Capital Management Portland, Oregon	$502M	+$15.8M	6	16.18%	Increased