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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	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$793M	+$5.55M	15	8.3%	Increased
377	Advisors Asset Management Monument, Colorado	$787M	-$37.6M	20	11.23%	Reduced
378	Segall Bryant & Hamill Chicago, Illinois	$784M	-$8.88M	10	7.25%	Reduced
379	Vaughan Nelson Investment Management Houston, Texas	$783M	-$12.9M	3	8.01%	Reduced
380	SCM Steadfast Capital Management New York	$783M	-$511M	3	13.05%	Reduced
381	LGT Group Foundation Vaduz, Liechtenstein	$779M	+$776M	11	20.06%	New
382	Squarepoint New York	$778M	+$88.1M	26	2.06%	Increased
383	Regions Financial Corp Birmingham, Alabama	$777M	+$5.25M	13	6.06%	Increased
384	Gates Foundation Trust Kirkland, Washington	$776M	-$324M	3	3.38%	Reduced
385	Hudson Bay Capital Management Stamford, Connecticut	$768M	+$737M	8	7.81%	Increased
386	Axiom Investors Greenwich, Connecticut	$760M	-$157M	4	13.97%	Reduced
387	DFO Duquesne Family Office New York	$737M	-$202M	4	26.72%	Reduced
388	Quilter Plc London, United Kingdom	$735M	-$48.4M	7	19.13%	Reduced
389	Congress Asset Management Boston, Massachusetts	$733M	-$78.8M	6	5.58%	Reduced
390	Appaloosa LP Short Hills, New Jersey	$724M	-$112M	3	18.62%	Reduced
391	Cullen/Frost Bankers San Antonio, Texas	$722M	-$30.7M	16	13.74%	Reduced
392	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$722M	+$1.07M	10	13.95%	Increased
393	Williams Jones Wealth Management New York	$719M	-$3.76M	7	8.98%	Reduced
394	DVI Deccan Value Investors Greenwich, Connecticut	$711M	-$83.1M	2	27.93%	Reduced
395	BCP BSN Capital Partners London, United Kingdom	$708M	+$48.1M	5	44.96%	Increased
396	Wolverine Trading Chicago, Illinois	$707M	+$199M	23	0.84%	Increased
397	Marsico Capital Management Denver, Colorado	$706M	-$27.1M	5	20.6%	Reduced
398	ExodusPoint Capital Management New York	$699M	+$554M	23	7.24%	Increased
399	CCLA Investment Management London, United Kingdom	$699M	-$11.2M	3	11.46%	Reduced
400	Tower Research Capital (TRC) New York	$696M	+$331M	40	12.04%	Increased