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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	Johnson Investment Counsel Cincinnati, Ohio	$452M	+$9.36M	9	6.05%	Increased
502	FCI Financial Counselors Inc Overland Park, Kansas	$448M	+$1.95M	9	9.59%	Increased
503	Steward Partners Investment Advisory New York	$447M	+$24.5M	28	7.69%	Increased
504	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$446M	+$459M	4	30.77%	Increased
505	Zacks Investment Management Chicago, Illinois	$446M	+$17M	7	7.04%	Increased
506	IEQ Capital Foster City, California	$446M	-$4.8M	17	11.83%	Reduced
507	CC Cannell & Co New York	$445M	+$74.2K	7	13.59%	Increased
508	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$444M	+$8.29M	14	10.49%	Increased
509	Ossiam Paris, France	$444M	-$1.79M	11	12.55%	Reduced
510	Holocene Advisors New York	$441M	-$142M	10	2.39%	Reduced
511	Pacer Advisors Malvern, Pennsylvania	$440M	+$21.1M	15	5.56%	Increased
512	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$440M	+$18.3M	23	11.45%	Increased
513	Homestead Advisers Arlington, Virginia	$439M	-$53.3M	3	10.69%	Reduced
514	Scharf Investments Los Gatos, California	$438M	-$49.9M	5	13.83%	Reduced
515	MVP Miller Value Partners Sarasota, Florida	$437M	-$47.2M	4	10.14%	Reduced
516	Maryland State Retirement & Pension System Baltimore, Maryland	$437M	+$3.53M	20	12.38%	Increased
517	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$436M	-$3.87M	8	14.69%	Reduced
518	HCM Hitchwood Capital Management New York	$435M	+$15.5M	8	12.56%	Increased
519	Commerzbank Aktiengesellschaft Frankfurt, Germany	$430M	-$26.4M	8	25.7%	Reduced
520	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$430M	+$86M	4	7.16%	Increased
521	IC Inverness Counsel New York	$429M	+$28M	7	15.77%	Increased
522	Nicholas Company Milwaukee, Wisconsin	$429M	-$24.8M	6	7.56%	Reduced
523	WorldQuant Millennium Advisors New York	$428M	+$83.1M	6	9.36%	Increased
524	Stockbridge Partners Boston, Massachusetts	$428M	-$28.8M	2	8.82%	Reduced
525	Cincinnati Insurance Fairfield, Ohio	$427M	$0	2	8.7%	Maintained