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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
501	WI Wafra Inc New York	$405M	+$32.8M	5	16.87%	Increased
502	Barings Charlotte, North Carolina	$405M	-$20M	10	10.02%	Reduced
503	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$404M	+$10.1M	7	4.71%	Increased
504	Samlyn Capital New York	$403M	+$205M	3	5.56%	Increased
505	Profund Advisors Bethesda, Maryland	$401M	+$60M	15	15.43%	Increased
506	Ferguson Wellman Capital Management Portland, Oregon	$401M	-$59M	7	13.94%	Reduced
507	Waverton Investment Management London, United Kingdom	$397M	+$8.84M	3	17.22%	Increased
508	Corvex Management New York	$395M	+$214M	3	19.44%	Increased
509	SVB Wealth Boston, Massachusetts	$394M	-$20.3M	9	5.49%	Reduced
510	E Fund Management Guangzhou, China	$394M	+$175M	11	32.41%	Increased
511	B BP London, United Kingdom	$394M	-$94.8M	14	13.8%	Reduced
512	Riverbridge Partners Minneapolis, Minnesota	$392M	+$14.3M	5	4.46%	Increased
513	OMERS Administration Corp Toronto, Ontario, Canada	$391M	+$126M	3	6.2%	Increased
514	DCM Dupont Capital Management Wilmington, Delaware	$391M	-$77.5M	11	9.43%	Reduced
515	Country Trust Bank Bloomington, Illinois	$389M	-$10.5M	11	12.43%	Reduced
516	Scharf Investments Los Gatos, California	$388M	-$9.25M	6	13.42%	Reduced
517	Kayne Anderson Rudnick Investment Management Los Angeles, California	$386M	-$3.06M	11	1.04%	Reduced
518	Johnson Investment Counsel Cincinnati, Ohio	$386M	+$2.75M	9	5.8%	Increased
519	Ariel Investments Chicago, Illinois	$385M	-$16.7M	4	3.79%	Reduced
520	Beck Mack & Oliver New York	$384M	-$30.8M	5	11.85%	Reduced
521	Rafferty Asset Management New York	$384M	-$10.6M	18	2.62%	Reduced
522	HAM Honeycomb Asset Management New York	$381M	+$85.9M	5	22.77%	Increased
523	Prio Wealth Limited Partnership Boston, Massachusetts	$377M	-$12.6M	9	13.6%	Reduced
524	Nicholas Company Milwaukee, Wisconsin	$376M	-$24.5M	5	7.03%	Reduced
525	Cannell & Co New York	$375M	+$9.8M	8	11.76%	Increased