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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
476	SCGE Management Menlo Park, California	$968M	-$293M	5	16.41%	Reduced
477	Veritas Asset Management London, United Kingdom	$966M	-$153M	2	17.37%	Reduced
478	Commerzbank Aktiengesellschaft Frankfurt, Germany	$964M	+$10.2M	7	19.26%	Increased
479	J. Safra Sarasin Holding	$959M	+$172M	19	13.75%	Increased
480	Comgest Global Investors Paris, France	$955M	-$168M	4	21.01%	Reduced
481	Exchange Traded Concepts Oklahoma City, Oklahoma	$944M	-$96.7M	20	4.32%	Reduced
482	Haverford Trust Company Radnor, Pennsylvania	$936M	-$21.8M	6	8.08%	Reduced
483	Bahl & Gaynor Cincinnati, Ohio	$935M	+$39.7M	8	4.31%	Increased
484	Clal Insurance Tel-Aviv, Israel	$932M	+$354M	9	4.17%	Increased
485	ExodusPoint Capital Management New York	$932M	+$623M	15	6%	Increased
486	KCM Kensico Capital Management Greenwich, Connecticut	$923M	-$23.6M	3	15.83%	Reduced
487	Railway Pension Investments London, United Kingdom	$916M	-$187M	5	11.52%	Reduced
488	Midwest Trust Overland Park, Kansas	$915M	-$9.6M	8	10.36%	Reduced
489	Capital International Sarl Los Angeles, California	$907M	+$23.8M	13	12.84%	Increased
490	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$904M	-$201M	15	11.45%	Reduced
491	Construction & Building Unions Superannuation Fund Melbourne, Australia	$894M	-$149M	9	16%	Reduced
492	D.A. Davidson & Co Great Falls, Montana	$894M	-$2.8M	18	4.94%	Reduced
493	Atreides Management Boston, Massachusetts	$891M	+$92.9M	6	6.22%	Increased
494	Advisors Capital Management Ridgewood, New Jersey	$887M	+$59.7M	9	9.39%	Increased
495	E. Ohman J:or Asset Management Stockholm, Sweden	$886M	-$14.2M	15	20.59%	Reduced
496	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$882M	-$192K	12	6.02%	Reduced
497	Private Advisor Group Morristown, New Jersey	$876M	-$35.8M	21	4.01%	Reduced
498	Chilton Investment Company Stamford, Connecticut	$873M	+$33.3M	8	20.94%	Increased
499	FAM Foxhaven Asset Management Charlottesville, Virginia	$871M	+$28.7M	2	23.36%	Increased
500	Stockbridge Partners Boston, Massachusetts	$871M	-$271M	2	18.33%	Reduced