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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	Temasek Holdings Singapore	$1.84B	-$3.84M	4	10.77%	Reduced
177	Zurich Cantonal Bank Zurich, Switzerland	$1.83B	+$50.6M	28	9.8%	Increased
178	D1 Capital Partners New York	$1.83B	+$405M	5	37.58%	Increased
179	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.79B	+$43.4M	19	10.88%	Increased
180	Bank Julius Baer & Co Zurich, Switzerland	$1.78B	+$14.4M	17	12.14%	Increased
181	Berkshire Hathaway Omaha, Nebraska	$1.78B	$0	2	0.59%	Maintained
182	Commonwealth Equity Services Waltham, Massachusetts	$1.77B	+$13M	28	4.26%	Increased
183	Wellcome Trust London, United Kingdom	$1.75B	$0	5	25.83%	Maintained
184	Magellan Asset Management Sydney, Australia	$1.74B	-$833M	5	14.91%	Reduced
185	William Blair Investment Management Chicago, Illinois	$1.72B	+$1.89M	8	6.58%	Increased
186	Soroban Capital Partners New York	$1.71B	-$291M	4	20.52%	Reduced
187	C WorldWide Group Copenhagen, Denmark	$1.7B	-$14.9M	4	22.57%	Reduced
188	Aristotle Capital Management Los Angeles, California	$1.7B	-$84.3M	1	3.6%	Reduced
189	Asset Management One Tokyo, Japan	$1.7B	-$95.1M	19	8.27%	Reduced
190	Storebrand Asset Management Lysaker, Norway	$1.68B	-$32.8M	18	9.29%	Reduced
191	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.68B	-$77.8M	14	7.85%	Reduced
192	National Bank of Canada Montreal, Quebec, Canada	$1.67B	+$631M	28	4.26%	Increased
193	AP Altarock Partners West Palm Beach, Florida	$1.66B	+$116M	3	52.03%	Increased
194	Iconiq Capital San Francisco, California	$1.65B	-$496M	6	24.39%	Reduced
195	Lone Pine Capital Greenwich, Connecticut	$1.65B	+$451M	2	15.73%	Increased
196	Fifth Third Bancorp Cincinnati, Ohio	$1.61B	+$5.8M	21	7.74%	Increased
197	AMF Tjänstepension Stockholm, Sweden	$1.61B	+$13.7M	5	18.39%	Increased
198	Longview Partners St Peter Port, Guernsey	$1.6B	+$105M	3	12.72%	Increased
199	Davis Selected Advisers Tucson, Arizona	$1.59B	+$198M	6	10.8%	Increased
200	Polar Capital Holdings London, United Kingdom	$1.59B	-$187M	10	12.66%	Reduced