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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	$454M	-$1.92M	13	5.78%	Reduced
377	Tocqueville Asset Management New York	$450M	-$212M	11	6.62%	Reduced
378	HMP HS Management Partners New York	$445M	+$104M	3	14.16%	Increased
379	Silvercrest Asset Management New York	$443M	-$1.44M	9	3.44%	Reduced
380	DFO Duquesne Family Office New York	$442M	-$542M	6	12.96%	Reduced
381	John W. Bristol & Co New York	$441M	-$1.56M	5	10.65%	Reduced
382	Cambridge Investment Research Advisors Fairfield, Iowa	$441M	+$13.3M	16	3.4%	Increased
383	MSA Mason Street Advisors Milwaukee, Wisconsin	$439M	-$324K	12	8.41%	Reduced
384	Douglas Lane & Associates New York	$434M	+$4.11M	8	8.07%	Increased
385	Swiss Life Asset Management Zurich,	$433M	-$224M	9	8.18%	Reduced
386	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$428M	-$14.4M	18	1.46%	Reduced
387	RA Rovida Advisors Fort Lauderdale, Florida	$428M	-$6.65M	4	22.66%	Reduced
388	PointState Capital New York	$427M	+$241M	6	7.75%	Increased
389	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$426M	+$1.66M	4	46.7%	Increased
390	Davenport & Co Richmond, Virginia	$426M	-$45.8M	10	4.55%	Reduced
391	PIA Piedmont Investment Advisors Durham, North Carolina	$422M	+$10.3M	15	14.61%	Increased
392	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$421M	+$74.1M	4	3.23%	Increased
393	HA HHLR Advisors Grand Cayman, Cayman Islands	$420M	-$121M	1	5.23%	Reduced
394	Segall Bryant & Hamill Chicago, Illinois	$419M	-$89.9K	11	6.5%	Reduced
395	Huntington National Bank Columbus, Ohio	$419M	+$4.88M	17	6.31%	Increased
396	MIS Morningstar Investment Services Chicago, Illinois	$419M	+$10.8M	5	6.57%	Increased
397	Evercore Wealth Management New York	$417M	+$3.61M	6	11.24%	Increased
398	CIP Champlain Investment Partners Burlington, Vermont	$416M	-$61.7M	3	3.04%	Reduced
399	Scharf Investments Los Gatos, California	$415M	+$11.5M	4	16.23%	Increased
400	OA Oak Associates Akron, Ohio	$404M	-$15.3M	11	23.82%	Reduced