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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
476	Letko, Brosseau & Associates Montreal, Quebec, Canada	$222M	-$10M	8	2.47%	Reduced
477	Country Trust Bank Bloomington, Illinois	$222M	+$18.4M	10	11.05%	Increased
478	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$222M	+$4.82M	17	3.73%	Increased
479	Oppenheimer & Co New York	$218M	-$10.6M	14	6.82%	Reduced
480	Cardano Risk Management Rotterdam, Netherlands	$218M	+$227M	3	65.7%	New
481	WIM Weitz Investment Management Omaha, Nebraska	$218M	+$22.3M	5	9.97%	Increased
482	VIP Vantage Investment Partners Kansas City, Missouri	$217M	-$114M	4	15.42%	Reduced
483	PGGM Investments Zeist, Netherlands	$217M	-$91.6M	3	1.26%	Reduced
484	Welch & Forbes Boston, Massachusetts	$217M	+$14M	9	6.11%	Increased
485	Samlyn Capital New York	$216M	+$4.26M	4	5.14%	Increased
486	BTP Bloom Tree Partners New York	$216M	+$60.3M	4	17.58%	Increased
487	Oppenheimer Asset Management New York	$216M	+$4.77M	17	5.35%	Increased
488	BCP BSN Capital Partners London, United Kingdom	$215M	+$224M	2	82.03%	New
489	Menora Mivtachim Holdings Ramat Gan, Israel	$215M	-$14.4M	4	6.2%	Reduced
490	Nicholas Company Milwaukee, Wisconsin	$214M	-$25.8M	3	5.59%	Reduced
491	Gofen & Glossberg Chicago, Illinois	$214M	-$2.11M	7	8.46%	Reduced
492	SRS Investment Management New York	$212M	+$207M	2	6.68%	Increased
493	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$212M	+$83.9K	2	19.75%	Increased
494	People's United Financial Bridgeport, Connecticut	$209M	-$4.04M	15	7.26%	Reduced
495	GVI Green Valley Investors Wilmington, Delaware	$209M	+$24.1M	1	12.01%	Increased
496	Johnson Investment Counsel Cincinnati, Ohio	$209M	+$1.15M	10	5.08%	Increased
497	SIG Senator Investment Group New York	$207M	-$26.8M	1	5.77%	Reduced
498	TAM Tiverton Asset Management Wilimington, Delaware	$207M	+$14.3M	14	12.43%	Increased
499	Harvest Fund Management Beijing, China	$206M	+$12.9M	9	43.15%	Increased
500	AI AIA International Hong Kong	$206M	+$10.4M	1	72.73%	Increased