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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	HA HHLR Advisors Grand Cayman, Cayman Islands	$258M	$0	1	7.18%	Maintained
477	Oppenheimer Asset Management New York	$257M	+$4.4M	17	5.78%	Increased
478	Banco Santander Madrid, Spain	$257M	-$93.3M	9	2.9%	Reduced
479	Cardano Risk Management Rotterdam, Netherlands	$257M	+$7.2M	3	64.5%	Increased
480	SRIM Saratoga Research & Investment Management Saratoga, California	$255M	-$8.45M	5	17.42%	Reduced
481	SCM Suvretta Capital Management New York	$252M	+$152M	3	7.28%	Increased
482	Gofen & Glossberg Chicago, Illinois	$249M	+$121K	7	8.82%	Increased
483	Profund Advisors Bethesda, Maryland	$248M	+$17.6M	12	11.93%	Increased
484	SRS Investment Management New York	$248M	$0	2	5.59%	Maintained
485	GVI Green Valley Investors Wilmington, Delaware	$248M	$0	1	12.66%	Maintained
486	GC GMT Capital Atlanta, Georgia	$246M	+$14.3M	3	8.15%	Increased
487	Nicholas Company Milwaukee, Wisconsin	$246M	-$1.87M	3	5.83%	Reduced
488	Eagle Asset Management St Petersburg, Florida	$246M	+$17.2M	11	1.31%	Increased
489	SW SVB Wealth Boston, Massachusetts	$246M	-$19.6M	9	9.71%	Reduced
490	Welch & Forbes Boston, Massachusetts	$244M	-$5.64M	10	6.13%	Reduced
491	Harvest Fund Management Beijing, China	$244M	-$16.3M	8	41.6%	Reduced
492	Balyasny Asset Management Chicago, Illinois	$244M	-$129M	13	1.62%	Reduced
493	DF Dent & Co Baltimore, Maryland	$243M	+$5.17M	6	4.82%	Increased
494	Whittier Trust South Pasadena, California	$243M	+$2.14M	15	7.42%	Increased
495	PGGM Investments Zeist, Netherlands	$242M	-$18M	3	1.24%	Reduced
496	People's United Financial Bridgeport, Connecticut	$242M	-$2.99M	15	7.5%	Reduced
497	RA Rovida Advisors Fort Lauderdale, Florida	$241M	+$11.5M	3	16.37%	Increased
498	FFA First Foundation Advisors Irvine, California	$240M	+$16.2M	7	14.23%	Increased
499	Antipodes Partners Royal Exchange, Australia	$240M	-$101M	3	11.85%	Reduced
500	HMP HS Management Partners New York	$236M	-$43.4M	2	7.98%	Reduced