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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	Abeille Asset Management France	$383M	-$78M	4	13.56%	Reduced
477	South Dakota Investment Council Sioux Falls, South Dakota	$383M	+$14.8M	7	8.68%	Increased
478	Vaughan Nelson Investment Management Houston, Texas	$382M	-$106M	3	5.15%	Reduced
479	RE RBC Europe London, United Kingdom	$381M	+$37.6M	14	18.3%	Increased
480	NIMI Natixis Investment Managers International Paris, France	$380M	-$21.8M	10	7.74%	Reduced
481	Mirova US Boston, Massachusetts	$379M	+$23.5M	1	8.16%	Increased
482	Westwood Holdings Group Dallas, Texas	$377M	+$20.7M	8	4.11%	Increased
483	Antipodes Partners Royal Exchange, Australia	$377M	+$14.2M	4	15.7%	Increased
484	FCI Financial Counselors Inc Overland Park, Kansas	$377M	+$17.4M	9	8.81%	Increased
485	Achmea Investment Management Zeist, Netherlands	$377M	-$16.2M	14	12.17%	Reduced
486	SAM Securian Asset Management St Paul, Minnesota	$372M	-$3.57M	12	8.92%	Reduced
487	Erste Asset Management Vienna, Austria	$371M	-$34M	8	8.26%	Reduced
488	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$370M	$0	3	21.97%	Maintained
489	Chilton Investment Company Stamford, Connecticut	$368M	+$30M	6	10.26%	Increased
490	Cincinnati Insurance Fairfield, Ohio	$366M	-$10M	2	7.76%	Reduced
491	FAS Formuepleje A/S Aarhus C, Denmark	$364M	-$80.6M	5	22.32%	Reduced
492	BOK Financial Tulsa, Oklahoma	$364M	+$2.69M	14	6.97%	Increased
493	Munro Partners Melbourne, Australia	$363M	-$78.8M	3	21.32%	Reduced
494	SI Standard Investments New York	$359M	+$157M	1	13%	Increased
495	Nicholas Company Milwaukee, Wisconsin	$355M	+$8.09M	5	7.75%	Increased
496	Colony Group Boston, Massachusetts	$353M	+$25.8M	11	6.08%	Increased
497	Commerzbank Aktiengesellschaft Frankfurt, Germany	$353M	-$4.73M	7	24.66%	Reduced
498	CC Cannell & Co New York	$351M	+$5.34M	6	12.62%	Increased
499	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$351M	-$1.45M	7	14.03%	Reduced
500	Elo Mutual Pension Insurance Espoo, Finland	$350M	+$3.13M	13	11.79%	Increased