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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	OP Asset Management Helsinki,	$794M	+$893M	18	13.38%	New
427	Kestra Advisory Services Austin, Texas	$791M	-$37M	23	3.83%	Reduced
428	Vaughan Nelson Investment Management Houston, Texas	$788M	-$71.1M	4	7.88%	Reduced
429	Saturna Capital Bellingham, Washington	$779M	-$38.7K	6	11.66%	Reduced
430	Jupiter Asset Management London, United Kingdom	$776M	+$43M	8	7.44%	Increased
431	Himalaya Capital Management Seattle, Washington	$776M	-$109M	2	35.09%	Reduced
432	Jericho Capital Asset Management New York	$769M	+$373M	3	13.99%	Increased
433	Banco Santander Madrid, Spain	$769M	+$76.2M	11	8.48%	Increased
434	Bain Capital Investors Boston, Massachusetts	$765M	-$408M	1	19.7%	Reduced
435	Raiffeisen Bank International Vienna, Austria	$761M	+$51.9M	20	12.15%	Increased
436	Groupe la Francaise Paris, France	$761M	+$52.1M	12	16.12%	Increased
437	Border to Coast Pensions Partnership Leeds, United Kingdom	$755M	+$9.98M	4	15.47%	Increased
438	Silvercrest Asset Management New York	$744M	-$74.7M	14	5.32%	Reduced
439	AKO Capital London, United Kingdom	$743M	+$50.4M	2	9.64%	Increased
440	Close Asset Management London, United Kingdom	$738M	+$2.5M	12	21.21%	Increased
441	Groupama Asset Management Paris, France	$737M	+$70.1M	8	14.66%	Increased
442	BAMCO Inc New York	$736M	-$58.9M	7	2.16%	Reduced
443	Welch & Forbes Boston, Massachusetts	$734M	+$3.84M	9	9.61%	Increased
444	CIP Champlain Investment Partners Burlington, Vermont	$733M	-$135M	4	5.31%	Reduced
445	Voloridge Investment Management Jupiter, Florida	$733M	+$224M	14	2.71%	Increased
446	Johnson Investment Counsel Cincinnati, Ohio	$730M	+$17.2M	9	7.03%	Increased
447	Douglass Winthrop Advisors New York	$727M	-$3.11M	7	13.84%	Reduced
448	Ferguson Wellman Capital Management Portland, Oregon	$724M	-$8.3M	6	14.04%	Reduced
449	Manning & Napier Advisors Fairport, New York	$723M	-$101M	3	8.93%	Reduced
450	Wealthfront Advisers Palo Alto, California	$723M	+$57.1M	16	1.94%	Increased