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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	SCM Suvretta Capital Management New York	$751M	+$453M	3	11.22%	Increased
377	Silvercrest Asset Management New York	$745M	-$2.57M	10	4.89%	Reduced
378	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$743M	+$30.6M	7	15.16%	Increased
379	Close Asset Management London, United Kingdom	$740M	+$10.5M	7	35.38%	Increased
380	Vaughan Nelson Investment Management Houston, Texas	$739M	+$31.6M	4	7.49%	Increased
381	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$738M	+$11M	13	8.24%	Increased
382	Personal Capital Advisors Redwood City, California	$734M	+$45.5M	11	3.81%	Increased
383	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$734M	$0	4	56.08%	Maintained
384	Baupost Group Boston, Massachusetts	$729M	$0	1	5.92%	Maintained
385	Mutual of America Capital Management New York	$720M	+$7.07M	14	7.11%	Increased
386	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$717M	+$166M	8	8.95%	Increased
387	Employees Provident Fund Board Shah Alam, Malaysia	$709M	-$3.49M	3	11.68%	Reduced
388	Quilter Plc London, United Kingdom	$708M	+$66.8K	11	20.36%	Increased
389	ACA Abdiel Capital Advisors New York	$707M	+$29.5M	1	20.4%	Increased
390	Lazard Frères Gestion Paris, France	$707M	+$43.7M	5	22.83%	Increased
391	Segall Bryant & Hamill Chicago, Illinois	$702M	+$23.1M	10	6.81%	Increased
392	CAPTRUST Financial Advisors Raleigh, North Carolina	$698M	+$21.3M	29	6.5%	Increased
393	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$692M	+$41.5M	28	7%	Increased
394	Congress Asset Management Boston, Massachusetts	$688M	+$11.2M	6	5.76%	Increased
395	Regions Financial Corp Birmingham, Alabama	$688M	-$20.2M	14	5.95%	Reduced
396	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$688M	+$273M	1	7.52%	Increased
397	EC Eminence Capital New York	$687M	+$75.4M	4	8.45%	Increased
398	MUFG Americas New York	$680M	-$13M	10	11.21%	Reduced
399	DVI Deccan Value Investors Greenwich, Connecticut	$680M	-$944K	2	26.81%	Reduced
400	Impax Asset Management Group London, United Kingdom	$674M	+$40.4M	7	2.97%	Increased