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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
426	WorldQuant Millennium Advisors New York	$347M	+$90.5M	10	8.44%	Increased
427	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$343M	+$18.5M	19	5.98%	Increased
428	ZCM Ziegler Capital Management Chicago, Illinois	$343M	+$342M	13	9.17%	New
429	London Company of Virginia Richmond, Virginia	$342M	-$26.7M	3	3.27%	Reduced
430	HM Payson & Co Portland, Maine	$341M	+$10.9M	16	13.39%	Increased
431	LCP LGT Capital Partners Pfaeffikon, Switzerland	$339M	+$72.7M	4	21.82%	Increased
432	SIG Senator Investment Group New York	$339M	+$80.7M	2	12.27%	Increased
433	AP Altarock Partners West Palm Beach, Florida	$338M	+$82.6M	1	21.47%	Increased
434	FFA First Foundation Advisors Irvine, California	$336M	+$6.68M	7	20.6%	Increased
435	Alyeska Investment Group Chicago, Illinois	$333M	+$18.3M	8	6.62%	Increased
436	South Dakota Investment Council Sioux Falls, South Dakota	$331M	-$3.42M	7	8.98%	Reduced
437	TC Tarsadia Capital New York	$328M	+$170M	3	31.81%	Increased
438	Gates Foundation Trust Kirkland, Washington	$325M	+$349M	4	1.88%	New
439	Country Trust Bank Bloomington, Illinois	$325M	+$7.74M	10	14.64%	Increased
440	Bartlett & Co Wealth Management Cincinnati, Ohio	$325M	+$3.99M	12	9.9%	Increased
441	Bartlett & Co Cincinnati, Ohio	$325M	+$352M	12	9.91%	New
442	Första AP-fonden Stockholm, Sweden	$325M	+$194M	10	11.67%	Increased
443	Nikko Asset Management Americas New York	$325M	+$33.3M	5	6.04%	Increased
444	Carson Wealth (CWM LLC) Omaha, Nebraska	$325M	$0	23	2.59%	Maintained
445	NCMU NAYA Capital Management (UK) London, United Kingdom	$322M	+$13.6M	2	36.8%	Increased
446	SCM Suvretta Capital Management New York	$321M	+$8.16M	3	8.67%	Increased
447	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$320M	+$180M	4	11.68%	Increased
448	Oppenheimer & Co New York	$318M	+$37.1M	16	9.65%	Increased
449	NONA Ninety One North America New York	$315M	+$82.3M	5	26.19%	Increased
450	Haverford Trust Company Radnor, Pennsylvania	$314M	-$10.2M	7	6.38%	Reduced