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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	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$897M	-$437M	1	20.52%	Reduced
452	Altshuler Shaham Tel Aviv, Israel	$896M	-$791M	15	16.18%	Reduced
453	Construction & Building Unions Superannuation Fund Melbourne, Australia	$889M	-$600M	8	16.75%	Reduced
454	Great Lakes Advisors Chicago, Illinois	$884M	+$13M	10	7.33%	Increased
455	Ruane, Cunniff & Goldfarb New York	$882M	-$78.3M	3	14.63%	Reduced
456	Haverford Trust Company Radnor, Pennsylvania	$869M	-$105M	6	7.97%	Reduced
457	United Capital Financial Advisors Irving, Texas	$864M	-$29.7M	18	5.32%	Reduced
458	GF Fund Management Guangzhou, China	$862M	-$48.5M	7	14.41%	Reduced
459	Ethic Inc New York	$859M	+$12.9M	18	13.45%	Increased
460	MG Meritage Group San Francisco, California	$857M	+$6.08M	2	32.33%	Increased
461	ValueAct Holdings San Francisco, California	$855M	-$236M	2	14.96%	Reduced
462	Bradley Foster & Sargent Hartford, Connecticut	$854M	-$30.1M	9	13.28%	Reduced
463	ARK Investment Management St. Petersburg, Florida	$849M	+$158M	7	6.61%	Increased
464	Silvercrest Asset Management New York	$848M	-$32.3M	12	6.13%	Reduced
465	Bahl & Gaynor Cincinnati, Ohio	$845M	-$5.6M	7	4.26%	Reduced
466	Commerzbank Aktiengesellschaft Frankfurt, Germany	$845M	+$57.3M	7	17.66%	Increased
467	Elo Mutual Pension Insurance Espoo, Finland	$838M	+$31.2M	16	13.82%	Increased
468	Hyperion Asset Management Brisbane, Australia	$828M	+$226M	3	26.38%	Increased
469	Prudential plc London, England, United Kingdom	$827M	-$8.4M	13	4.84%	Reduced
470	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$824M	-$563M	1	8.82%	Reduced
471	Evelyn Partners Investment Management London,	$819M	+$7.96M	11	22.24%	Increased
472	Midwest Trust Overland Park, Kansas	$817M	+$14.6M	7	10.19%	Increased
473	BCP BSN Capital Partners London, United Kingdom	$812M	+$432M	4	20.67%	Increased
474	Manning & Napier Advisors Fairport, New York	$810M	+$78M	8	11.42%	Increased
475	KCM Kensico Capital Management Greenwich, Connecticut	$807M	+$72M	3	16.47%	Increased