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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	Clal Insurance Tel-Aviv, Israel	$1B	+$215M	5	10.88%	Increased
327	Melvin Capital Management New York	$986M	-$395M	3	4.81%	Reduced
328	ESCM Echo Street Capital Management New York	$985M	-$124M	9	6.61%	Reduced
329	United Capital Financial Advisors Irving, Texas	$977M	-$17.4M	17	4.5%	Reduced
330	Capital Group Private Client Services Los Angeles, California	$976M	-$6.74M	6	10.43%	Reduced
331	Huntington National Bank Columbus, Ohio	$968M	+$6.57M	25	8.8%	Increased
332	Bahl & Gaynor Cincinnati, Ohio	$967M	-$24.5M	8	5.41%	Reduced
333	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$957M	+$37.3M	17	12.72%	Increased
334	CAPTRUST Financial Advisors Raleigh, North Carolina	$950M	+$92.4M	33	6.51%	Increased
335	MLICM Metropolitan Life Insurance Company (MetLife) New York	$949M	-$22.8M	25	12.89%	Reduced
336	John W. Bristol & Co New York	$948M	+$29.1M	6	16.36%	Increased
337	Holocene Advisors New York	$944M	+$459M	11	4.91%	Increased
338	Employees Retirement System of Texas Austin, Texas	$943M	-$26.1M	11	10.53%	Reduced
339	Alphinity Investment Management Sydney, Australia	$941M	+$331M	3	21.16%	Increased
340	Factory Mutual Insurance Waltham, Massachusetts	$940M	-$253M	5	13.57%	Reduced
341	MAMU Marathon Asset Management (UK) London, United Kingdom	$934M	+$14.2M	5	11.57%	Increased
342	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$933M	+$18.2M	16	9.01%	Increased
343	VanEck Associates New York	$927M	-$64.6M	17	2.15%	Reduced
344	Markel Group Glen Allen, Virginia	$926M	+$2.16M	4	10.6%	Increased
345	Swiss Life Asset Management Zurich,	$923M	-$30.9M	12	11.99%	Reduced
346	Maverick Capital Dallas, Texas	$921M	+$60.3M	10	10.4%	Increased
347	Yousif Capital Management Bloomfield Hills, Michigan	$912M	+$905M	19	9.44%	New
348	TPI Tesco Pension Investment London, United Kingdom	$909M	-$13.9M	2	14.9%	Reduced
349	Nikko Asset Management Americas New York	$901M	-$68.7M	3	4.74%	Reduced
350	Stonehage Fleming Financial Services St. Helier, Jersey	$901M	+$8.65M	10	24.64%	Increased