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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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$847M	+$85.3M	19	8.88%	Increased
352	Huntington National Bank Columbus, Ohio	$846M	+$57M	22	8.47%	Increased
353	Markel Group Glen Allen, Virginia	$844M	+$425K	4	10.68%	Increased
354	KCM Kensico Capital Management Greenwich, Connecticut	$843M	+$267M	4	24.35%	Increased
355	MSL Mackay Shields LLC New York	$834M	-$395M	10	7.84%	Reduced
356	TCM Tybourne Capital Management Hong Kong	$830M	-$122M	3	17.48%	Reduced
357	John W. Bristol & Co New York	$827M	-$11.5M	6	15.2%	Reduced
358	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$820M	+$156M	13	6.82%	Increased
359	Bahl & Gaynor Cincinnati, Ohio	$814M	-$29.3M	9	4.96%	Reduced
360	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$814M	-$627K	15	14.51%	Reduced
361	MAMU Marathon Asset Management (UK) London, United Kingdom	$807M	+$78.3M	3	9.78%	Increased
362	Stonehage Fleming Financial Services St. Helier, Jersey	$805M	+$1.6M	7	23.52%	Increased
363	Brighton Jones LLC Seattle, Washington	$804M	+$18M	13	41.4%	Increased
364	Advisors Asset Management Monument, Colorado	$801M	-$45.5M	17	11.24%	Reduced
365	SAM Shell Asset Management The Hague, Netherlands	$801M	-$24.4M	20	15.52%	Reduced
366	LCP LGT Capital Partners Pfaeffikon, Switzerland	$800M	-$67.6M	4	22.64%	Reduced
367	PCM Palestra Capital Management New York	$799M	+$21.9M	4	17.2%	Increased
368	Mariner Overland Park, Kansas	$798M	+$70.8M	12	4.95%	Increased
369	Atalanta Sosnoff Capital New York	$796M	+$62.3M	6	18.39%	Increased
370	Laurion Capital Management New York	$792M	+$305M	7	4.4%	Increased
371	SCM Steadfast Capital Management New York	$791M	+$124M	2	7.29%	Increased
372	MIS Morningstar Investment Services Chicago, Illinois	$768M	+$17.4M	6	9.21%	Increased
373	Evercore Wealth Management New York	$761M	+$3.28M	7	13.92%	Increased
374	Clal Insurance Tel-Aviv, Israel	$757M	+$93.3M	5	8.66%	Increased
375	Oregon Public Employees Retirement Fund Tigard, Oregon	$755M	-$150M	15	8.47%	Reduced