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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	John W. Bristol & Co New York	$605M	-$9.43M	5	15.01%	Reduced
352	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$598M	+$36.2M	4	6.07%	Increased
353	Davenport & Co Richmond, Virginia	$585M	-$2.07M	11	7.12%	Reduced
354	Markel Group Glen Allen, Virginia	$581M	$0	4	10.82%	Maintained
355	Atalanta Sosnoff Capital New York	$580M	-$98.1M	6	17.49%	Reduced
356	Employees Provident Fund Board Shah Alam, Malaysia	$572M	-$104M	3	13.01%	Reduced
357	Huntington National Bank Columbus, Ohio	$571M	+$14.6M	17	9.02%	Increased
358	Pacer Advisors Malvern, Pennsylvania	$570M	+$280M	10	11.55%	Increased
359	TIAM TT International Asset Management London, United Kingdom	$568M	+$112M	5	38.89%	Increased
360	Pzena Investment Management New York	$550M	-$23.9M	2	3.59%	Reduced
361	AGF Investments Inc Toronto, Ontario, Canada	$548M	-$149M	11	5.78%	Reduced
362	PIM Platinum Investment Management Sydney Australia 2000, Australia	$547M	-$38.4M	7	12.48%	Reduced
363	MSA Mason Street Advisors Milwaukee, Wisconsin	$545M	-$1.82M	12	10.95%	Reduced
364	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$541M	+$220M	1	51.15%	Increased
365	NM NWI Management New York	$541M	+$48.3M	4	42.88%	Increased
366	Regions Financial Corp Birmingham, Alabama	$537M	+$9.31M	13	6.25%	Increased
367	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$537M	-$7.51M	17	8.72%	Reduced
368	Silvercrest Asset Management New York	$532M	-$36.1M	10	4.72%	Reduced
369	Mutual of America Capital Management New York	$531M	-$26.7M	15	7.51%	Reduced
370	VanEck Associates New York	$529M	-$69M	9	1.84%	Reduced
371	Martingale Asset Management Boston, Massachusetts	$528M	+$4.49M	8	6.22%	Increased
372	Mariner Overland Park, Kansas	$526M	+$24.1M	10	5.28%	Increased
373	Menora Mivtachim Holdings Ramat Gan, Israel	$526M	-$166M	4	12.9%	Reduced
374	Quilter Plc London, United Kingdom	$522M	+$18.1M	9	25.58%	Increased
375	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$522M	+$283M	2	16.55%	Increased