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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	Mutual of America Capital Management New York	$418M	-$1.29M	13	5.82%	Reduced
377	Davenport & Co Richmond, Virginia	$414M	-$9.35M	9	4.95%	Reduced
378	Markel Group Glen Allen, Virginia	$411M	+$12M	4	6.21%	Increased
379	AC Alleghany Corporation New York	$409M	$0	3	23.4%	Maintained
380	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$406M	+$3.99M	19	1.54%	Increased
381	Winton Group London, United Kingdom	$405M	+$199M	17	4.79%	Increased
382	MSA Mason Street Advisors Milwaukee, Wisconsin	$404M	-$3.19M	12	8.31%	Reduced
383	Balyasny Asset Management Chicago, Illinois	$404M	+$232M	14	2.78%	Increased
384	John W. Bristol & Co New York	$403M	-$3.4M	5	10.46%	Reduced
385	Silvercrest Asset Management New York	$402M	+$5.77M	9	3.32%	Increased
386	South Dakota Investment Council Sioux Falls, South Dakota	$401M	-$7.66M	7	7.85%	Reduced
387	Douglas Lane & Associates New York	$401M	+$6.24M	8	7.99%	Increased
388	Castle Hook Partners New York	$394M	-$46.5M	4	12.73%	Reduced
389	OA Oak Associates Akron, Ohio	$394M	+$1.68M	11	24.3%	Increased
390	Cambridge Investment Research Advisors Fairfield, Iowa	$393M	+$11.6M	15	3.45%	Increased
391	RA Rovida Advisors Fort Lauderdale, Florida	$386M	+$21.6M	3	22.81%	Increased
392	VanEck Associates New York	$385M	-$17.2M	7	1.8%	Reduced
393	Segall Bryant & Hamill Chicago, Illinois	$384M	-$4.39M	10	5.96%	Reduced
394	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$383M	+$17.6M	4	48.69%	Increased
395	SG Americas Securities New York	$381M	-$362M	18	3.12%	Reduced
396	Hardman Johnston Global Advisors Stamford, Connecticut	$381M	+$31.5M	5	17.43%	Increased
397	Huntington National Bank Columbus, Ohio	$379M	-$6.63M	17	6.11%	Reduced
398	PIA Piedmont Investment Advisors Durham, North Carolina	$378M	+$13.2M	15	14.63%	Increased
399	Parallax Volatility Advisers San Francisco, California	$377M	-$62.6M	17	0.42%	Reduced
400	Evercore Wealth Management New York	$377M	+$4.91M	6	11.05%	Increased