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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	Close Asset Management London, United Kingdom	$618M	+$18M	13	22.57%	Increased
477	O'Shaughnessy Asset Management Stamford, Connecticut	$617M	+$80.5M	18	6.83%	Increased
478	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$615M	-$13.8M	14	11.96%	Reduced
479	Beck Mack & Oliver New York	$613M	+$31.5M	5	12.43%	Increased
480	Gulf International Bank (UK) London, United Kingdom	$608M	+$9.53M	14	15.32%	Increased
481	Atreides Management Boston, Massachusetts	$606M	+$77.5M	5	13.75%	Increased
482	Crestwood Advisors Group Boston, Massachusetts	$605M	+$14.9M	8	13.2%	Increased
483	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$603M	+$16.1M	7	7.29%	Increased
484	Private Advisor Group Morristown, New Jersey	$602M	+$8.01M	22	4.33%	Increased
485	Antipodes Partners Royal Exchange, Australia	$597M	-$41.3M	5	18.89%	Reduced
486	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$596M	+$1.01M	11	9.32%	Increased
487	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$594M	-$2.72M	8	12.87%	Reduced
488	Rokos Capital Management (UK) London, United Kingdom	$593M	+$404M	5	3.12%	Increased
489	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$593M	+$70.6M	14	9.49%	Increased
490	Oregon Public Employees Retirement Fund Tigard, Oregon	$593M	-$98.1M	13	11.79%	Reduced
491	Congress Asset Management Boston, Massachusetts	$592M	-$5.02M	6	4.23%	Reduced
492	Fiduciary Trust Boston, Massachusetts	$591M	-$4.04M	10	9.06%	Reduced
493	ABN AMRO Bank Amsterdam, Netherlands	$588M	+$19M	7	8.79%	Increased
494	TC TownSquare Capital Provo, Utah	$585M	+$61M	11	8.57%	Increased
495	Hyperion Asset Management Brisbane, Australia	$585M	-$72.1M	3	24.58%	Reduced
496	UMB Bank Kansas City, Missouri	$581M	-$124M	20	9.21%	Reduced
497	PointState Capital New York	$581M	+$196M	4	9.93%	Increased
498	Prudential plc London, England, United Kingdom	$579M	+$186M	17	4.41%	Increased
499	Marsico Capital Management Denver, Colorado	$578M	+$602K	3	19.01%	Increased
500	YC Yarbrough Capital Franklin, Tennessee	$577M	+$143M	8	25.09%	Increased