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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
451	LFDLE La Financiere de L'Echiquier Paris, France	$539M	+$21.3M	8	22.19%	Increased
452	DVI Deccan Value Investors Greenwich, Connecticut	$527M	-$138M	2	26.84%	Reduced
453	Rafferty Asset Management New York	$522M	-$90.5M	16	3.09%	Reduced
454	Zacks Investment Management Chicago, Illinois	$517M	+$22.3M	8	7.17%	Increased
455	MUFG Americas New York	$515M	+$3.81M	12	10.04%	Increased
456	Oppenheimer & Co New York	$514M	+$4.84M	19	9.27%	Increased
457	Beck Mack & Oliver New York	$514M	-$481K	5	12.87%	Reduced
458	Fiduciary Trust Boston, Massachusetts	$514M	-$9.79M	10	9.21%	Reduced
459	Gofen & Glossberg Chicago, Illinois	$513M	+$166K	8	11.7%	Increased
460	DFO Duquesne Family Office New York	$513M	-$199M	2	22.27%	Reduced
461	Point72 Asset Management Stamford, Connecticut	$512M	-$295M	10	2.03%	Reduced
462	DF Dent & Co Baltimore, Maryland	$510M	+$2.16M	6	5.87%	Increased
463	Meitav Investment House Bene-Beraq, Israel	$508M	+$1.21M	11	7.54%	Increased
464	Intermede Investment Partners London, United Kingdom	$507M	-$80.4M	2	11.87%	Reduced
465	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$507M	+$2.35M	13	12.01%	Increased
466	PointState Capital New York	$504M	+$109M	2	5.78%	Increased
467	Ferguson Wellman Capital Management Portland, Oregon	$504M	-$25.2M	7	15.88%	Reduced
468	Achmea Investment Management Zeist, Netherlands	$502M	+$225M	14	13.09%	Increased
469	Dorsal Capital Management Redwood City, California	$502M	-$73M	3	25.1%	Reduced
470	Balyasny Asset Management Chicago, Illinois	$501M	-$72.9M	19	1.58%	Reduced
471	TD Waterhouse Canada Toronto, Ontario, Canada	$501M	-$6.7M	22	4.89%	Reduced
472	AE Wealth Management Topeka, Kansas	$501M	+$65.1M	18	3.43%	Increased
473	Steward Partners Investment Advisory New York	$500M	+$6.22M	33	7.74%	Increased
474	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$499M	+$32.8M	4	8.74%	Increased
475	Kestra Advisory Services Austin, Texas	$498M	+$3.2M	19	5.18%	Increased