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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	TIAA FSB Jacksonville, Florida	$417M	-$19.1M	8	1.64%	Reduced
427	Railway Pension Investments London, United Kingdom	$416M	-$80.6M	8	4.18%	Reduced
428	WI Wafra Inc New York	$415M	+$46.6M	6	15.9%	Increased
429	UMB Bank Kansas City, Missouri	$415M	-$21.4M	23	6.57%	Reduced
430	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$412M	+$186M	13	10.97%	Increased
431	ARK Investment Management St. Petersburg, Florida	$412M	+$29.8M	6	3.57%	Increased
432	TD Waterhouse Canada Toronto, Ontario, Canada	$407M	-$6.33M	23	4.47%	Reduced
433	MAI Capital Management Independence, Ohio	$404M	-$30.5M	15	6.79%	Reduced
434	Gabelli Funds Rye, New York	$404M	+$5.59M	12	3.14%	Increased
435	London Company of Virginia Richmond, Virginia	$404M	-$8.03M	4	2.38%	Reduced
436	Oppenheimer Asset Management New York	$400M	-$7.55M	15	6.44%	Reduced
437	OMERS Administration Corp Toronto, Ontario, Canada	$399M	+$93.3M	5	6.4%	Increased
438	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$399M	+$18.1M	16	8.08%	Increased
439	Congress Asset Management Boston, Massachusetts	$398M	-$3.66M	6	3.99%	Reduced
440	Ferguson Wellman Capital Management Portland, Oregon	$395M	+$28.7M	7	10.3%	Increased
441	SCM Segantii Capital Management Hong Kong	$395M	+$255M	1	14.38%	Increased
442	SW SVB Wealth Boston, Massachusetts	$393M	-$9.46M	13	5.3%	Reduced
443	Leonteq Securities AG Zurich, Switzerland	$392M	+$193M	23	14.54%	Increased
444	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$392M	+$25M	13	10.73%	Increased
445	Tocqueville Asset Management New York	$391M	-$19.8M	11	7.43%	Reduced
446	Apollo Management Holdings New York	$386M	$0	2	2.73%	Maintained
447	IFP Advisors Tampa, Florida	$385M	-$119K	35	10.28%	Reduced
448	Dragoneer Investment Group San Francisco, California	$374M	-$29.7M	1	11.59%	Reduced
449	Capital Wealth Planning Naples, Florida	$368M	+$88.4M	5	5.39%	Increased
450	Appaloosa LP Short Hills, New Jersey	$368M	+$5.73M	4	27.31%	Increased