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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
201	BWA Brave Warrior Advisors New York	$522M	+$38.2M	2	21.03%	Increased
202	FC Fairpointe Capital Chicago, Illinois	$520M	+$241M	4	6.95%	Increased
203	Independent Franchise Partners London, United Kingdom	$508M	+$95.8M	1	7.74%	Increased
204	Generation Investment Management London, United Kingdom	$503M	+$191M	3	8.05%	Increased
205	ACM Atlanta Capital Management Atlanta, Georgia	$494M	-$12M	5	3.38%	Reduced
206	Los Angeles Capital Management Los Angeles, California	$492M	+$75.1M	9	4.74%	Increased
207	Coatue Management New York	$492M	+$250M	4	6.13%	Increased
208	SEI Trust Company Oaks, Pennsylvania	$488M	-$20.2M	9	4.71%	Reduced
209	MC Montag & Caldwell Atlanta, Georgia	$482M	-$24.1M	3	4.33%	Reduced
210	Renaissance Technologies New York	$481M	+$315M	7	1.12%	Increased
211	Diamond Hill Capital Management Columbus, Ohio	$478M	+$5.91M	2	3.76%	Increased
212	Employees Provident Fund Board Shah Alam, Malaysia	$477M	-$44.1M	5	15.05%	Reduced
213	Farallon Capital Management San Francisco, California	$473M	+$53.3M	3	6.83%	Increased
214	PGGM Investments Zeist, Netherlands	$471M	+$18.8M	4	2.27%	Increased
215	NIMC NWQ Investment Management Company Los Angeles, California	$467M	-$104M	2	4.69%	Reduced
216	TPSF Texas Permanent School Fund Austin, Texas	$460M	-$26.7M	8	4.75%	Reduced
217	John W. Bristol & Co New York	$453M	-$11.9M	3	7.66%	Reduced
218	Lord, Abbett & Co Jersey City, New Jersey	$453M	-$182M	8	1.03%	Reduced
219	VFA Virtus Fund Advisers Hartford, Connecticut	$451M	+$441M	10	3.16%	New
220	HCM Highfields Capital Management Boston, Massachusetts	$447M	+$109M	2	3.29%	Increased
221	Rockefeller Financial Services New York	$441M	+$140M	8	9.91%	Increased
222	HCM Holland Capital Management Chicago, Illinois	$438M	-$8.55M	4	9.26%	Reduced
223	Factory Mutual Insurance Waltham, Massachusetts	$428M	+$16.2M	5	5.85%	Increased
224	Glenmede Trust Philadelphia, Pennsylvania	$423M	-$46.2K	10	3.8%	Reduced
225	ProShare Advisors Bethesda, Maryland	$422M	-$36.4M	11	5.46%	Reduced