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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	CM Conifer Management New York	$460M	-$26.8M	2	31.03%	Reduced
502	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$458M	-$9.33M	6	4.91%	Reduced
503	Stockbridge Partners Boston, Massachusetts	$457M	-$2.97M	2	9.72%	Reduced
504	Scharf Investments Los Gatos, California	$455M	+$15M	6	13.83%	Increased
505	Commerzbank Aktiengesellschaft Frankfurt, Germany	$455M	-$24.7M	7	28.93%	Reduced
506	DCM Dupont Capital Management Wilmington, Delaware	$454M	+$10.5M	14	10.73%	Increased
507	Ossiam Paris, France	$452M	-$116M	12	12.27%	Reduced
508	Rafferty Asset Management New York	$452M	+$15.4M	18	2.85%	Increased
509	MS Mizuho Securities Tokyo, Japan	$448M	-$194K	11	85.67%	Reduced
510	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$447M	+$23.6M	4	25.07%	Increased
511	Profund Advisors Bethesda, Maryland	$447M	-$11.2M	17	15.01%	Reduced
512	Zevenbergen Capital Investments Edmonds, Washington	$445M	+$49M	7	7.9%	Increased
513	OMERS Administration Corp Toronto, Ontario, Canada	$442M	-$5.09M	4	6.34%	Reduced
514	Mercer Global Advisors Denver, Colorado	$442M	+$31M	17	3.4%	Increased
515	Nicholas Company Milwaukee, Wisconsin	$442M	+$2.95M	6	7.76%	Increased
516	Brandywine Global Investment Management Philadelphia, Pennsylvania	$437M	+$115M	6	3.23%	Increased
517	Country Trust Bank Bloomington, Illinois	$436M	-$12.2M	12	12.92%	Reduced
518	Waverton Investment Management London, United Kingdom	$436M	-$8.47M	3	16.92%	Reduced
519	HMP HS Management Partners New York	$435M	+$31.5M	3	12%	Increased
520	FCI Financial Counselors Inc Overland Park, Kansas	$435M	+$5.14M	9	9.46%	Increased
521	HCM Hitchwood Capital Management New York	$433M	-$92.2M	7	7.94%	Reduced
522	Maryland State Retirement & Pension System Baltimore, Maryland	$433M	+$1.03M	19	14.14%	Increased
523	Cannell & Co New York	$431M	-$2.62M	7	12.9%	Reduced
524	Bridges Investment Management Omaha, Nebraska	$430M	-$82.9M	6	12.79%	Reduced
525	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$424M	-$4.55M	14	10.08%	Reduced