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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
326	State of Alaska Department of Revenue Juneau, Alaska	$983M	+$23.3M	13	9.94%	Increased
327	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$982M	-$35.4M	10	4.99%	Reduced
328	Janney Montgomery Scott Philadelphia, Pennsylvania	$973M	+$24.8M	20	4.29%	Increased
329	DFO Duquesne Family Office New York	$967M	+$29.3M	4	23.96%	Increased
330	Cambridge Investment Research Advisors Fairfield, Iowa	$962M	+$35.9M	22	4.6%	Increased
331	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$952M	+$26.2M	27	1.81%	Increased
332	TBC Tweedy, Browne Co Stamford, Connecticut	$949M	+$90.1M	3	26.67%	Increased
333	PTC Provident Trust Company Waukesha, Wisconsin	$947M	-$2.55M	3	18.85%	Reduced
334	Xponance Philadelphia, Pennsylvania	$944M	+$21.4M	18	17.36%	Increased
335	Point72 Asset Management Stamford, Connecticut	$940M	-$239M	9	4.22%	Reduced
336	Jupiter Asset Management London, United Kingdom	$928M	-$284M	10	9.56%	Reduced
337	Davenport & Co Richmond, Virginia	$920M	+$15.3M	13	7.07%	Increased
338	ACM Atlanta Capital Management Atlanta, Georgia	$920M	-$38.9M	2	3.17%	Reduced
339	ExodusPoint Capital Management New York	$916M	+$768M	21	10.13%	Increased
340	Nissay Asset Management Tokyo, Japan	$900M	+$25.9M	15	7.9%	Increased
341	MN Services Vermogensbeheer The Hague, Netherlands	$896M	+$1.01B	11	6.96%	New
342	Employees Retirement System of Texas Austin, Texas	$894M	+$7.32M	12	10.87%	Increased
343	Marsico Capital Management Denver, Colorado	$893M	+$8.04M	5	22.1%	Increased
344	Pzena Investment Management New York	$889M	+$14.1M	3	3.46%	Increased
345	ESCM Echo Street Capital Management New York	$886M	+$178M	8	6.83%	Increased
346	TPSF Texas Permanent School Fund Austin, Texas	$886M	-$6.2M	12	10.31%	Reduced
347	United Capital Financial Advisors Irving, Texas	$881M	-$1.57M	17	4.44%	Reduced
348	TPI Tesco Pension Investment London, United Kingdom	$866M	-$17M	2	15.31%	Reduced
349	CBT Capital Bank & Trust Irvine, California	$850M	-$286M	6	9.85%	Reduced
350	Maverick Capital Dallas, Texas	$849M	-$122M	12	7.97%	Reduced