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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	Bradley Foster & Sargent Hartford, Connecticut	$598M	+$11.3M	7	12.39%	Increased
452	IVP IA Venture Partners New York	$595M	+$693M	1	75.74%	New
453	IVSFI IA Venture Strategies Fund II New York	$595M	+$693M	1	75.74%	New
454	Dorsal Capital Management Redwood City, California	$593M	+$23.3M	5	34.08%	Increased
455	MAI Capital Management Independence, Ohio	$593M	+$17.2M	11	9.55%	Increased
456	WI Wafra Inc New York	$591M	+$8.98M	5	18.69%	Increased
457	BI BlueSpruce Investments Chicago, Illinois	$589M	-$71.7M	1	9.23%	Reduced
458	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$586M	-$14.5M	3	1.85%	Reduced
459	AssetMark Inc Concord, California	$585M	+$55.1M	19	2.4%	Increased
460	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$584M	+$109M	24	11.04%	Increased
461	Mercer Global Advisors Denver, Colorado	$583M	+$49.7M	21	3.6%	Increased
462	RE RBC Europe London, United Kingdom	$581M	-$59.1M	14	25.53%	Reduced
463	FAS Formuepleje A/S Aarhus C, Denmark	$581M	-$63.5M	6	22.1%	Reduced
464	Norinchukin Bank Tokyo, Japan	$576M	-$30.8M	10	7.26%	Reduced
465	IEQ Capital Foster City, California	$573M	+$88.7M	17	13.26%	Increased
466	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$571M	-$8.83M	13	12.52%	Reduced
467	Verition Fund Management Greenwich, Connecticut	$569M	-$554M	18	4.11%	Reduced
468	IMC Chicago Chicago, Illinois	$565M	+$511M	6	0.47%	Increased
469	Ferguson Wellman Capital Management Portland, Oregon	$564M	-$895K	7	16.44%	Reduced
470	Clear Street New York	$562M	+$589M	2	15.46%	New
471	FAM Foxhaven Asset Management Charlottesville, Virginia	$560M	+$55.3M	2	16.21%	Increased
472	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$558M	+$18.8M	8	6.54%	Increased
473	DF Dent & Co Baltimore, Maryland	$558M	+$25.6M	7	5.6%	Increased
474	Mirova US Boston, Massachusetts	$556M	-$214M	2	10.45%	Reduced
475	KCM Kensico Capital Management Greenwich, Connecticut	$555M	-$77.1M	3	16.51%	Reduced