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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	Rafferty Asset Management New York	$681M	+$85.5M	18	4.61%	Increased
352	Axiom Investors Greenwich, Connecticut	$678M	-$37.2M	4	11.18%	Reduced
353	Jupiter Asset Management London, United Kingdom	$676M	-$15.4M	13	9.34%	Reduced
354	Voyager Global Management New York	$676M	-$158M	3	37.15%	Reduced
355	United Capital Financial Advisors Irving, Texas	$672M	-$41.1M	10	3.75%	Reduced
356	Swiss Life Asset Management Zurich,	$672M	+$15.1M	14	10.11%	Increased
357	Mutual of America Capital Management New York	$669M	-$1.03M	13	7.95%	Reduced
358	Yousif Capital Management Bloomfield Hills, Michigan	$663M	-$21.8M	15	8.62%	Reduced
359	Natixis Paris, France	$662M	-$925M	15	5.97%	Reduced
360	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$660M	$0	3	64.52%	Maintained
361	Employees Retirement System of Texas Austin, Texas	$658M	-$18.9M	5	9.6%	Reduced
362	Squarepoint New York	$645M	-$117M	24	2.63%	Reduced
363	MIS Morningstar Investment Services Chicago, Illinois	$641M	+$20.7M	6	8.61%	Increased
364	BAMCO Inc New York	$639M	-$8.9M	9	1.92%	Reduced
365	Intermede Investment Partners London, United Kingdom	$630M	+$2.42M	3	15.44%	Increased
366	Brighton Jones LLC Seattle, Washington	$622M	+$5.47M	12	35.3%	Increased
367	Gulf International Bank (UK) London, United Kingdom	$618M	-$153M	15	12.9%	Reduced
368	Evercore Wealth Management New York	$617M	-$4.6M	9	12.3%	Reduced
369	Perpetual Ltd Sydney, New South Wales, Australia	$616M	+$561M	11	5.33%	New
370	Varma Mutual Pension Insurance Co Helsinki, Finland	$615M	-$5.97M	6	7.5%	Reduced
371	Cullen/Frost Bankers San Antonio, Texas	$612M	-$11.9M	17	11.19%	Reduced
372	MN Services Vermogensbeheer The Hague, Netherlands	$612M	+$18.7M	11	6.3%	Increased
373	Regions Financial Corp Birmingham, Alabama	$610M	+$33.7M	12	5.47%	Increased
374	Baupost Group Boston, Massachusetts	$609M	+$96.2M	1	10.41%	Increased
375	BI BlueSpruce Investments Chicago, Illinois	$607M	-$275M	1	10.99%	Reduced