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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	CTC (Chicago Trading Company) Chicago, Illinois	$530M	+$264M	9	0.31%	Increased
452	FFA First Foundation Advisors Irvine, California	$528M	-$14.4M	6	24.64%	Reduced
453	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$527M	+$40.8M	15	12.24%	Increased
454	MN Services Vermogensbeheer The Hague, Netherlands	$526M	+$8.05M	10	5.08%	Increased
455	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$522M	-$59.8M	12	11.98%	Reduced
456	Bahl & Gaynor Cincinnati, Ohio	$520M	-$2.7M	8	3.32%	Reduced
457	Douglas Lane & Associates New York	$519M	-$18M	9	8.71%	Reduced
458	CAM Contour Asset Management New York	$518M	-$23.4M	5	24.64%	Reduced
459	London Company of Virginia Richmond, Virginia	$517M	-$11.7M	3	3.1%	Reduced
460	OFI Invest Asset Management Paris, France	$517M	+$142M	9	18.63%	Increased
461	Oppenheimer Asset Management New York	$516M	-$4.34M	16	7.91%	Reduced
462	LBP AM Paris, France	$515M	+$34.4M	12	11.43%	Increased
463	Johnson Investment Counsel Cincinnati, Ohio	$511M	+$3.03M	9	6.57%	Increased
464	Gulf International Bank (UK) London, United Kingdom	$510M	-$54.8M	15	14.42%	Reduced
465	ROIC Route One Investment Company San Francisco, California	$505M	$0	3	17.35%	Maintained
466	Baupost Group Boston, Massachusetts	$505M	-$163M	1	9.69%	Reduced
467	CCLA Investment Management London, United Kingdom	$505M	-$153M	3	9.42%	Reduced
468	ARK Investment Management St. Petersburg, Florida	$504M	+$1.42M	7	3.86%	Increased
469	MIM Meridiem Investment Management London, United Kingdom	$501M	-$398K	4	13.43%	Reduced
470	FCI Financial Counselors Inc Overland Park, Kansas	$501M	+$4.27M	7	10.02%	Increased
471	Nikko Asset Management Americas New York	$500M	+$4.65M	7	5.97%	Increased
472	Great Lakes Advisors Chicago, Illinois	$496M	+$53.3M	10	4.52%	Increased
473	NewEdge Advisors New Orleans, Louisiana	$495M	+$38.4M	28	5.44%	Increased
474	Gabelli Funds Rye, New York	$495M	-$13.9M	12	4.01%	Reduced
475	Kestra Advisory Services Austin, Texas	$489M	+$7.7M	19	4.81%	Increased