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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
401	Menora Mivtachim Holdings Ramat Gan, Israel	$404M	+$47.2M	4	9.64%	Increased
402	Dai-ichi Life Insurance Company Tokyo, Japan	$404M	-$1.62M	11	9.14%	Reduced
403	Advisor Group Phoenix, Arizona	$403M	-$4.52M	28	2.79%	Reduced
404	Marsico Capital Management Denver, Colorado	$402M	-$63.8M	5	14.33%	Reduced
405	Close Asset Management London, United Kingdom	$395M	+$14.1M	9	30.91%	Increased
406	Williams Jones Wealth Management New York	$395M	-$5.31M	8	7.56%	Reduced
407	DVF Discovery Value Fund Singapore	$389M	-$127M	1	32.9%	Reduced
408	E. Ohman J:or Asset Management Stockholm, Sweden	$389M	-$10.4M	11	21.5%	Reduced
409	London Company of Virginia Richmond, Virginia	$382M	-$6.71M	4	2.94%	Reduced
410	Wolverine Trading Chicago, Illinois	$379M	+$26.6M	20	0.92%	Increased
411	Quilter Plc London, United Kingdom	$376M	+$358M	8	22.1%	New
412	Cullen/Frost Bankers San Antonio, Texas	$369M	-$1.66M	12	10.08%	Reduced
413	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$367M	-$5.7M	10	9.39%	Reduced
414	B BP London, United Kingdom	$367M	+$11.8M	10	12.36%	Increased
415	Voleon Capital Management Berkeley, California	$364M	+$200M	4	21.09%	Increased
416	SGAM Smith Group Asset Management Dallas, Texas	$364M	-$138M	7	15.25%	Reduced
417	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$358M	-$27.2M	15	6.89%	Reduced
418	NCMU NAYA Capital Management (UK) London, United Kingdom	$354M	+$136M	2	23.57%	Increased
419	South Dakota Investment Council Sioux Falls, South Dakota	$352M	-$82.2M	7	7.35%	Reduced
420	Stockbridge Partners Boston, Massachusetts	$349M	$0	1	12.67%	Maintained
421	HM Payson & Co Portland, Maine	$349M	+$14.5M	16	11.21%	Increased
422	HCM Hitchwood Capital Management New York	$346M	+$153M	4	8.25%	Increased
423	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$344M	+$18.3M	19	4.82%	Increased
424	Mariner Overland Park, Kansas	$342M	+$5.5M	10	3.55%	Increased
425	TIAA FSB Jacksonville, Florida	$341M	+$14.4M	8	1.64%	Increased