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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	CAM ClariVest Asset Management San Diego, California	$501M	-$17.8M	11	16.19%	Reduced
477	Zevenbergen Capital Investments Edmonds, Washington	$497M	+$45.3M	7	9.43%	Increased
478	Gofen & Glossberg Chicago, Illinois	$493M	+$261K	7	11.56%	Increased
479	SCM Suvretta Capital Management New York	$490M	-$212M	2	8.26%	Reduced
480	Beck Mack & Oliver New York	$488M	-$4.96M	5	12.66%	Reduced
481	Mercer Global Advisors Denver, Colorado	$483M	+$31.9M	18	3.37%	Increased
482	Profund Advisors Bethesda, Maryland	$482M	+$32.5M	18	16.26%	Increased
483	Erste Asset Management Vienna, Austria	$482M	+$7.4M	12	9.55%	Increased
484	HCM HMI Capital Management San Francisco, California	$482M	$0	2	14.45%	Maintained
485	SW SVB Wealth Boston, Massachusetts	$481M	+$1.47M	12	6.18%	Increased
486	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$481M	+$2.42M	6	5.14%	Increased
487	ACA Abdiel Capital Advisors New York	$480M	$0	1	11.81%	Maintained
488	Corvex Management New York	$479M	-$28.9M	3	14.83%	Reduced
489	Alyeska Investment Group Chicago, Illinois	$478M	+$234M	9	5.92%	Increased
490	Antipodes Partners Royal Exchange, Australia	$478M	-$81M	3	16.35%	Reduced
491	Riverbridge Partners Minneapolis, Minnesota	$477M	+$2.54M	5	4.78%	Increased
492	OA Oak Associates Akron, Ohio	$474M	-$4.04M	9	27%	Reduced
493	AssetMark Inc Concord, California	$473M	+$60.5M	13	2.12%	Increased
494	SAM Securian Asset Management St Paul, Minnesota	$471M	-$5.36M	11	9.69%	Reduced
495	Soros Fund Management New York	$469M	-$35.3M	3	8.66%	Reduced
496	Wolverine Trading Chicago, Illinois	$467M	+$331M	27	0.53%	Increased
497	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$463M	+$343K	3	20.94%	Increased
498	OMERS Administration Corp Toronto, Ontario, Canada	$459M	+$7.06M	4	6.68%	Increased
499	BOK Financial Tulsa, Oklahoma	$456M	+$471M	14	7.84%	New
500	Meitav Investment House Bene-Beraq, Israel	$453M	+$187M	11	7.42%	Increased