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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	Squarepoint New York	$496M	-$210M	24	2.12%	Reduced
477	NIMI Natixis Investment Managers International Paris, France	$496M	+$263M	9	8.67%	Increased
478	Erste Asset Management Vienna, Austria	$494M	+$2.33M	11	9.42%	Increased
479	AKO Capital London, United Kingdom	$493M	+$43M	1	5.33%	Increased
480	ACM Argent Capital Management St Louis, Missouri	$491M	+$84M	6	15.47%	Increased
481	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$490M	+$90.2M	4	15.69%	Increased
482	Riverbridge Partners Minneapolis, Minnesota	$489M	-$18.9M	6	5.52%	Reduced
483	Montrusco Bolton Investments Montreal, Quebec, Canada	$487M	+$24.8M	3	11.24%	Increased
484	SW SVB Wealth Boston, Massachusetts	$485M	+$2.32M	11	6.49%	Increased
485	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$483M	-$1.06M	3	23.12%	Reduced
486	SAM Securian Asset Management St Paul, Minnesota	$483M	-$6.3M	12	9.43%	Reduced
487	Johnson Investment Counsel Cincinnati, Ohio	$481M	+$6.93M	9	5.96%	Increased
488	Hosking Partners London, United Kingdom	$478M	-$10.5M	8	12.36%	Reduced
489	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$478M	-$41.5M	7	6.09%	Reduced
490	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$478M	+$2.04M	16	10.15%	Increased
491	South Dakota Investment Council Sioux Falls, South Dakota	$473M	-$130M	7	9.37%	Reduced
492	Beacon Pointe Advisors Newport Beach, California	$470M	+$257M	16	6.44%	Increased
493	FCI Financial Counselors Inc Overland Park, Kansas	$464M	+$28.4M	10	9.62%	Increased
494	BOK Financial Tulsa, Oklahoma	$463M	-$28M	14	7.64%	Reduced
495	MIM Meridiem Investment Management London, United Kingdom	$461M	+$83.5M	4	13.03%	Increased
496	Perfromance Wealth Partners Hinsdale, Illinois	$456M	-$522K	7	19.88%	Reduced
497	Crake Asset Management London, United Kingdom	$454M	+$91.5M	4	35.09%	Increased
498	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$453M	+$816K	8	14.96%	Increased
499	Commerzbank Aktiengesellschaft Frankfurt, Germany	$452M	-$917K	7	25.69%	Reduced
500	Maryland State Retirement & Pension System Baltimore, Maryland	$452M	+$2.05M	20	12.21%	Increased