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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
376	State of Alaska Department of Revenue Juneau, Alaska	$399M	+$4.75M	16	6.71%	Increased
377	John W. Bristol & Co New York	$398M	-$3.74M	5	10.28%	Reduced
378	TI TT International London, United Kingdom	$397M	+$82.4M	4	29.55%	Increased
379	Homestead Advisers Arlington, Virginia	$394M	-$152K	2	7.46%	Reduced
380	Rathbones Group Liverpool, United Kingdom	$393M	+$2.13M	6	12.3%	Increased
381	SCM Steadfast Capital Management New York	$392M	+$33M	1	5.23%	Increased
382	Markel Group Glen Allen, Virginia	$392M	+$12.9M	4	6.03%	Increased
383	South Dakota Investment Council Sioux Falls, South Dakota	$390M	-$60.9M	6	8.11%	Reduced
384	OA Oak Associates Akron, Ohio	$390M	-$625K	11	24.32%	Reduced
385	Holocene Advisors New York	$389M	-$8.04M	6	4.96%	Reduced
386	AC Alleghany Corporation New York	$388M	-$18.2M	3	20.17%	Reduced
387	Segall Bryant & Hamill Chicago, Illinois	$384M	-$7.08M	10	5.8%	Reduced
388	CIP Champlain Investment Partners Burlington, Vermont	$384M	+$96.4M	4	3.22%	Increased
389	Wolverine Trading Chicago, Illinois	$384M	+$123M	19	1.09%	Increased
390	Cambridge Investment Research Advisors Fairfield, Iowa	$381M	+$4.48M	15	3.5%	Increased
391	Scharf Investments Los Gatos, California	$381M	-$23.7M	4	15.03%	Reduced
392	Douglas Lane & Associates New York	$379M	+$2.21M	8	7.37%	Increased
393	Huntington National Bank Columbus, Ohio	$377M	+$706K	17	6.07%	Increased
394	Amalgamated Bank New York	$376M	-$44.8M	18	8.77%	Reduced
395	Silvercrest Asset Management New York	$372M	+$68.4K	8	3.49%	Increased
396	Jericho Capital Asset Management New York	$371M	+$101M	3	16.35%	Increased
397	AWM Ashmore Wealth Management Wilmington, Delaware	$371M	-$58.6M	2	24.2%	Reduced
398	OMERS Administration Corp Toronto, Ontario, Canada	$369M	-$35.5M	6	3.84%	Reduced
399	PGGM Investments Zeist, Netherlands	$369M	+$115M	3	1.85%	Increased
400	Advisor Group Phoenix, Arizona	$366M	+$8.98M	27	2.81%	Increased