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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
176	Capital Guardian Trust Los Angeles, California	$825M	-$5.92M	14	6.35%	Reduced
177	Discovery Capital Management South Norwalk, Connecticut	$825M	-$239M	3	11.93%	Reduced
178	Raymond James & Associates St Petersburg, Florida	$821M	+$53.9M	13	2.78%	Increased
179	Public Employees Retirement Association of Colorado Denver, Colorado	$821M	+$15.3M	12	6.76%	Increased
180	TCW Group Los Angeles, California	$816M	-$50.8M	13	5.99%	Reduced
181	Ninety One (UK) London, United Kingdom	$808M	+$248M	6	4.37%	Increased
182	Sanders Capital West Palm Beach, Florida	$798M	-$81.6M	1	6.9%	Reduced
183	DSM Capital Partners Palm Beach Gardens, Florida	$793M	-$15.1M	3	13.01%	Reduced
184	HCM Highfields Capital Management Boston, Massachusetts	$787M	-$421M	2	7.35%	Reduced
185	Millennium Management New York	$787M	-$2.2M	15	1.97%	Reduced
186	Bessemer Group Woodbridge, New Jersey	$785M	+$386M	12	4.43%	Increased
187	British Columbia Investment Management Victoria, British Columbia, Canada	$783M	+$28.4M	12	7.37%	Increased
188	First Manhattan New York	$779M	-$12.9M	13	4.79%	Reduced
189	ACI AMP Capital Investors Sydney, Australia	$775M	-$3.99M	12	5.18%	Reduced
190	SAM Southeastern Asset Management Memphis, Tennessee	$773M	-$123M	1	7.4%	Reduced
191	Citadel Advisors Miami, Florida	$773M	-$1.01B	16	0.98%	Reduced
192	Harding Loevner Bridgewater, New Jersey	$768M	-$19.4M	4	6.06%	Reduced
193	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$735M	+$27.2M	10	7.37%	Increased
194	Flossbach Von Storch Cologne, Germany	$732M	+$58.8M	4	11.66%	Increased
195	Diamond Hill Capital Management Columbus, Ohio	$732M	+$11.6M	5	4.66%	Increased
196	Parnassus Investments San Francisco, California	$730M	+$4.43M	4	4.69%	Increased
197	Westfield Capital Management Boston, Massachusetts	$726M	-$62.5M	5	5.52%	Reduced
198	Sentry Investments Toronto, Ontario, Canada	$721M	-$29M	4	8.73%	Reduced
199	Longview Partners St Peter Port, Guernsey	$713M	-$12.3M	1	4.74%	Reduced
200	Tiger Global Management New York	$690M	-$1.25B	2	9.96%	Reduced