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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	Private Advisor Group Morristown, New Jersey	$420M	-$4.77M	17	4.37%	Reduced
477	WorldQuant Millennium Advisors New York	$418M	-$33.7M	11	9.15%	Reduced
478	Bridges Investment Management Omaha, Nebraska	$418M	-$5.16M	6	12.85%	Reduced
479	Antipodes Partners Royal Exchange, Australia	$417M	-$65.2M	4	18.13%	Reduced
480	C Consulta London, United Kingdom	$415M	+$98.9M	2	22.52%	Increased
481	TI TRG Investments Richmond, Virginia	$410M	+$213M	1	26.04%	Increased
482	Oppenheimer Asset Management New York	$409M	+$3.34M	16	6.83%	Increased
483	Impax Asset Management Group London, United Kingdom	$408M	+$93.8M	6	2.6%	Increased
484	HCM HMI Capital Management San Francisco, California	$408M	+$162M	2	16.4%	Increased
485	Orbis Allan Gray Hamilton, Bermuda	$406M	-$197M	4	2.94%	Reduced
486	Bradley Foster & Sargent Hartford, Connecticut	$406M	-$5.64M	8	10.72%	Reduced
487	Construction & Building Unions Superannuation Fund Melbourne, Australia	$404M	-$838K	5	29.28%	Reduced
488	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$401M	+$171M	12	11.62%	Increased
489	Dorsal Capital Management Redwood City, California	$401M	+$86.6M	3	23.21%	Increased
490	CCP Cryder Capital Partners London, United Kingdom	$401M	+$130M	3	32.04%	Increased
491	Kayne Anderson Rudnick Investment Management Los Angeles, California	$400M	+$25.3M	15	1.16%	Increased
492	SAM Securian Asset Management St Paul, Minnesota	$400M	-$8.19M	11	9.04%	Reduced
493	LFDLE La Financiere de L'Echiquier Paris, France	$398M	+$112M	10	18.95%	Increased
494	Castle Hook Partners New York	$396M	+$126M	3	19.97%	Increased
495	SW SVB Wealth Boston, Massachusetts	$394M	+$23M	10	5.79%	Increased
496	MAI Capital Management Independence, Ohio	$394M	-$74.5M	9	9.85%	Reduced
497	AC Athanor Capital New York	$394M	-$27.4M	11	8.95%	Reduced
498	EC Eminence Capital New York	$393M	+$32.3M	4	3.68%	Increased
499	SRS Investment Management New York	$391M	+$50.2M	2	6.46%	Increased
500	Pacer Advisors Malvern, Pennsylvania	$391M	-$176M	12	7.34%	Reduced