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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	DSM Capital Partners Palm Beach Gardens, Florida	$3.16B	-$230M	4	33.08%	Reduced
177	Aviva London, United Kingdom	$3.08B	+$11.8M	18	12.92%	Increased
178	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.07B	-$32.8M	10	13.88%	Reduced
179	Davis Selected Advisers Tucson, Arizona	$3.06B	+$240M	8	14.24%	Increased
180	Asset Management One Tokyo, Japan	$3.06B	-$17.2M	21	10.67%	Reduced
181	Bank Julius Baer & Co Zurich, Switzerland	$3.05B	+$22.6M	19	16.29%	Increased
182	Sustainable Growth Advisers Stamford, Connecticut	$3.05B	-$278M	4	15.56%	Reduced
183	Vontobel Asset Management New York	$3.04B	-$900M	3	17.88%	Reduced
184	Storebrand Asset Management Lysaker, Norway	$3B	+$97.3M	18	13.34%	Increased
185	Raymond James Financial Services Advisors St. Petersburg, Florida	$3B	-$11.2M	26	5.59%	Reduced
186	AMF Tjänstepension Stockholm, Sweden	$2.95B	-$276M	5	20.16%	Reduced
187	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.94B	-$9.53M	17	15.12%	Reduced
188	Whale Rock Capital Management Boston, Massachusetts	$2.88B	-$490M	7	24.36%	Reduced
189	VVP Vulcan Value Partners Birmingham, Alabama	$2.88B	-$117M	3	14.73%	Reduced
190	Renaissance Technologies New York	$2.87B	+$569M	24	3.57%	Increased
191	C WorldWide Group Copenhagen, Denmark	$2.84B	-$56.2M	4	26.84%	Reduced
192	DnB Asset Management Oslo, Norway	$2.82B	-$128M	15	16.52%	Reduced
193	William Blair Investment Management Chicago, Illinois	$2.8B	+$476M	10	7.57%	Increased
194	Wellcome Trust London, United Kingdom	$2.79B	-$21.6M	5	26.47%	Reduced
195	CA Capitolis Advisors New York	$2.76B	+$883M	11	16.46%	Increased
196	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.73B	-$1.81B	24	5.78%	Reduced
197	NN Investment Partners Holdings The Hague, Netherlands	$2.71B	-$122M	17	13.55%	Reduced
198	Acadian Asset Management Boston, Massachusetts	$2.7B	-$272M	20	10.09%	Reduced
199	Viking Global Investors Stamford, Connecticut	$2.7B	+$485M	3	7.77%	Increased
200	Harding Loevner Bridgewater, New Jersey	$2.67B	-$390M	5	10.23%	Reduced