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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	Zurich Cantonal Bank Zurich, Switzerland	$1.1B	+$25.7M	17	9.79%	Increased
202	KeyBank National Association Cleveland, Ohio	$1.08B	+$17.5M	12	6.32%	Increased
203	PointState Capital New York	$1.07B	+$130M	5	12.16%	Increased
204	Harding Loevner Bridgewater, New Jersey	$1.06B	+$240M	5	5.96%	Increased
205	Findlay Park Partners London, United Kingdom	$1.05B	-$64M	2	10.11%	Reduced
206	Whale Rock Capital Management Boston, Massachusetts	$1.04B	+$376M	7	29.87%	Increased
207	Two Sigma Investments New York	$1.04B	+$292M	18	3.11%	Increased
208	Yacktman Asset Management Austin, Texas	$1.04B	-$170M	2	12.95%	Reduced
209	Man Group London, United Kingdom	$1.04B	-$42.9M	19	4.28%	Reduced
210	Pzena Investment Management New York	$1.03B	-$43.2M	3	5.19%	Reduced
211	Fayez Sarofim & Co Houston, Texas	$1.03B	+$24.4M	6	5.54%	Increased
212	Calamos Advisors Naperville, Illinois	$1.02B	+$4.34M	10	6.26%	Increased
213	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.02B	-$2.06B	23	0.35%	Reduced
214	Hermes Investment Management London Uk, United Kingdom	$1.02B	+$75M	6	13.57%	Increased
215	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.01B	+$615M	15	10.43%	Increased
216	Jane Street New York	$1B	+$263M	18	2.36%	Increased
217	JP Morgan Private Wealth Advisors San Francisco, California	$999M	+$54.7M	17	5.59%	Increased
218	BNP Paribas Asset Management Paris, France	$996M	-$44.8M	14	8.34%	Reduced
219	Factory Mutual Insurance Waltham, Massachusetts	$992M	+$7.03M	6	10.64%	Increased
220	Parnassus Investments San Francisco, California	$981M	-$143M	3	3.91%	Reduced
221	Charles Schwab Investment Advisory San Francisco, California	$970M	+$988M	3	1.78%	New
222	Jensen Investment Management Lake Oswego, Oregon	$968M	-$71.2M	5	13%	Reduced
223	Third Point New York	$964M	-$432M	2	6.72%	Reduced
224	Diamond Hill Capital Management Columbus, Ohio	$962M	-$151M	4	4.94%	Reduced
225	LSV Asset Management Chicago, Illinois	$945M	+$125M	9	1.48%	Increased