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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
351	SAM Southeastern Asset Management Memphis, Tennessee	$461M	-$105M	1	5.54%	Reduced
352	SCM Suvretta Capital Management New York	$459M	+$106M	1	10.57%	Increased
353	CIBC Asset Management Toronto, Ontario, Canada	$453M	+$6.44M	15	2.8%	Increased
354	MN Services Vermogensbeheer The Hague, Netherlands	$447M	+$3.53M	11	10.47%	Increased
355	Balyasny Asset Management Chicago, Illinois	$445M	-$181M	12	2.02%	Reduced
356	Waverton Investment Management London, United Kingdom	$442M	-$10.2M	6	21.73%	Reduced
357	Martingale Asset Management Boston, Massachusetts	$442M	-$18M	8	5.16%	Reduced
358	Sterling Capital Management Charlotte, North Carolina	$435M	-$4.57M	12	3.92%	Reduced
359	Ladenburg Thalmann Financial Services Miami, Florida	$433M	+$47.9M	23	3.62%	Increased
360	BAMCO Inc New York	$430M	-$123M	7	1.78%	Reduced
361	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$428M	+$14.1M	11	6.79%	Increased
362	State of Alaska Department of Revenue Juneau, Alaska	$428M	+$3.6M	16	7.19%	Increased
363	WBC Westpac Banking Corp Sydney, Australia	$425M	-$12.8M	12	7.29%	Reduced
364	Stonehage Fleming Financial Services St. Helier, Jersey	$425M	-$55.3M	7	24.77%	Reduced
365	John W. Bristol & Co New York	$422M	-$4.94M	4	11.16%	Reduced
366	United Capital Financial Advisors Irving, Texas	$418M	-$1.94M	13	2.94%	Reduced
367	Amalgamated Bank New York	$418M	-$14.1M	15	10.34%	Reduced
368	Advisors Asset Management Monument, Colorado	$418M	+$16.9M	13	6.83%	Increased
369	CCI Columbus Circle Investors	$414M	-$42.3M	8	8.27%	Reduced
370	Mutual of America Capital Management New York	$405M	+$394K	13	5.73%	Increased
371	GHCM Glen Harbor Capital Management San Diego, California	$404M	-$16.1M	11	8.12%	Reduced
372	Regions Financial Corp Birmingham, Alabama	$403M	-$3.55M	19	4.34%	Reduced
373	Homestead Advisers Arlington, Virginia	$399M	$0	2	6.11%	Maintained
374	Westwood Holdings Group Dallas, Texas	$396M	+$1.47M	7	3.47%	Increased
375	MSA Mason Street Advisors Milwaukee, Wisconsin	$395M	+$3.22M	12	8.16%	Increased