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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	Employees Retirement System of Texas Austin, Texas	$865M	-$191M	6	7.84%	Reduced
402	Pacer Advisors Malvern, Pennsylvania	$864M	-$656M	19	2.02%	Reduced
403	Yousif Capital Management Bloomfield Hills, Michigan	$861M	-$8.39M	18	9.99%	Reduced
404	INTECH Investment Management West Palm Beach, Florida	$860M	-$59M	23	8.87%	Reduced
405	Evercore Wealth Management New York	$856M	-$19.5M	7	13.75%	Reduced
406	Phoenix Financial Givatayim, Israel	$854M	+$59.3M	9	13.08%	Increased
407	Whittier Trust South Pasadena, California	$850M	+$3.23M	20	11.84%	Increased
408	MG Meritage Group San Francisco, California	$844M	+$612M	2	23.21%	Increased
409	Bartlett & Co Wealth Management Cincinnati, Ohio	$842M	+$18.9M	17	12.4%	Increased
410	HM Payson & Co Portland, Maine	$839M	+$36.4M	18	14.73%	Increased
411	Guggenheim Capital Chicago, Illinois	$834M	-$204M	17	7.66%	Reduced
412	Vanguard Personalized Indexing Management Oakland, California	$833M	+$30.1M	21	12.28%	Increased
413	Steward Partners Investment Advisory New York	$820M	+$2.27M	28	7.25%	Increased
414	Atalanta Sosnoff Capital New York	$820M	-$8.98M	7	19.62%	Reduced
415	Erste Asset Management Vienna, Austria	$819M	+$22.8M	13	10.51%	Increased
416	Mutual of America Capital Management New York	$819M	-$29.4M	14	9.43%	Reduced
417	Aware Super Sydney, Australia	$816M	-$15.8M	10	13.88%	Reduced
418	E. Ohman J:or Asset Management Stockholm, Sweden	$816M	-$52.3M	12	21.68%	Reduced
419	H&H International Investment Palo Alto, California	$812M	-$534M	3	6.77%	Reduced
420	Cullen/Frost Bankers San Antonio, Texas	$809M	+$14.8M	20	11.33%	Increased
421	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$802M	-$98M	4	9%	Reduced
422	Viking Global Investors Stamford, Connecticut	$800M	-$1.43B	3	2.54%	Reduced
423	Woodline Partners San Francisco, California	$797M	+$235M	11	5.18%	Increased
424	Rokos Capital Management (UK) London, United Kingdom	$796M	+$252M	3	8.24%	Increased
425	Slate Path Capital New York	$796M	+$374M	5	14.37%	Increased