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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	First Pacific Advisors El Segundo, California	$965M	-$210M	5	12.51%	Reduced
327	Comerica Bank Dallas, Texas	$955M	-$253M	19	5.75%	Reduced
328	GIM Genesis Investment Management London, United Kingdom	$953M	-$124M	2	32.11%	Reduced
329	Cambridge Investment Research Advisors Fairfield, Iowa	$948M	-$18.3M	23	4.68%	Reduced
330	Xponance Philadelphia, Pennsylvania	$943M	-$29.5M	18	17.91%	Reduced
331	Gates Foundation Trust Kirkland, Washington	$943M	+$855M	3	4.07%	Increased
332	ACM Atlanta Capital Management Atlanta, Georgia	$940M	-$31M	2	3.36%	Reduced
333	VanEck Associates New York	$939M	-$126M	13	2.36%	Reduced
334	TCM Tybourne Capital Management Hong Kong	$936M	+$74.7M	4	23.59%	Increased
335	Impax Asset Management Group London, United Kingdom	$927M	+$241M	8	3.81%	Increased
336	Mariner Overland Park, Kansas	$911M	+$96.9M	13	4.75%	Increased
337	United Capital Financial Advisors Irving, Texas	$901M	-$17.5M	16	4.5%	Reduced
338	Marshall Wace London, United Kingdom	$901M	-$110M	21	3.74%	Reduced
339	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$889M	+$39.2M	15	13.98%	Increased
340	Employees Retirement System of Texas Austin, Texas	$883M	-$27.4M	12	10.28%	Reduced
341	Capital Group Private Client Services Los Angeles, California	$883M	+$912M	6	10.24%	New
342	MLICM Metropolitan Life Insurance Company (MetLife) New York	$881M	-$841M	24	12.76%	Reduced
343	Pzena Investment Management New York	$878M	-$26.5M	3	3.48%	Reduced
344	Huntington National Bank Columbus, Ohio	$869M	-$394K	21	8.68%	Reduced
345	Swiss Life Asset Management Zurich,	$865M	-$34.3M	10	12%	Reduced
346	Lazard Frères Gestion Paris, France	$865M	+$603K	5	24.32%	Increased
347	DFO Duquesne Family Office New York	$863M	-$131M	4	28.02%	Reduced
348	Markel Group Glen Allen, Virginia	$859M	$0	4	10.86%	Maintained
349	MAMU Marathon Asset Management (UK) London, United Kingdom	$858M	-$26.5M	3	10.41%	Reduced
350	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$852M	-$1.69M	19	8.97%	Reduced