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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	Manning & Napier Group Fairport, New York	$715M	-$10.9M	6	8.86%	Reduced
377	Pacer Advisors Malvern, Pennsylvania	$715M	-$41.9M	19	2.74%	Reduced
378	Waverton Investment Management London, United Kingdom	$714M	+$19.6M	6	20.65%	Increased
379	Regions Financial Corp Birmingham, Alabama	$713M	-$416K	11	6.41%	Reduced
380	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$711M	+$21.5M	7	24.78%	Increased
381	Dorsal Capital Management Redwood City, California	$710M	+$124M	4	24.25%	Increased
382	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$708M	+$108M	6	13.09%	Increased
383	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$702M	+$25.9M	16	10.88%	Increased
384	Pentwater Capital Management Naples, Florida	$698M	+$190M	3	3.75%	Increased
385	Zacks Investment Management Chicago, Illinois	$698M	+$17.1M	10	9.03%	Increased
386	AssetMark Inc Concord, California	$695M	+$19.7M	18	2.78%	Increased
387	Clal Insurance Tel-Aviv, Israel	$695M	+$141M	4	9.68%	Increased
388	BAMCO Inc New York	$691M	+$3.53M	8	2.01%	Increased
389	Cullen/Frost Bankers San Antonio, Texas	$688M	-$12M	18	11.97%	Reduced
390	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$687M	-$312M	3	2.62%	Reduced
391	Varma Mutual Pension Insurance Co Helsinki, Finland	$682M	+$12.9M	6	8.25%	Increased
392	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$677M	-$44M	30	6.99%	Reduced
393	Atreides Management Boston, Massachusetts	$676M	+$221M	4	22.11%	Increased
394	BCP BSN Capital Partners London, United Kingdom	$676M	+$693M	3	54.02%	New
395	Voyager Global Management New York	$675M	+$42.5M	3	31.7%	Increased
396	United Capital Financial Advisors Irving, Texas	$670M	-$64.2M	10	4.39%	Reduced
397	Cetera Advisor Networks El Segundo, California	$665M	+$47.2M	25	4.19%	Increased
398	IEQ Capital Foster City, California	$662M	+$10.8M	22	13.47%	Increased
399	Bartlett & Co Cincinnati, Ohio	$662M	+$1.18M	15	11.88%	Increased
400	Bartlett & Co Wealth Management Cincinnati, Ohio	$662M	+$1.18M	15	11.88%	Increased