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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	Cincinnati Insurance Fairfield, Ohio	$495M	-$2.68M	2	8.92%	Reduced
502	Waverton Investment Management London, United Kingdom	$493M	+$32.6M	4	15.65%	Increased
503	Nan Shan Life Insurance Taipei City, Taiwan	$490M	+$22.1M	4	7.43%	Increased
504	Montrusco Bolton Investments Montreal, Quebec, Canada	$488M	-$123M	3	11.51%	Reduced
505	Profund Advisors Bethesda, Maryland	$488M	-$37.6M	18	15.97%	Reduced
506	Cannell & Co New York	$487M	-$8.6M	6	13.8%	Reduced
507	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$486M	+$29.9M	1	5.41%	Increased
508	Oak Associates Akron, Ohio	$484M	-$13.1M	9	25.78%	Reduced
509	Commerzbank Aktiengesellschaft Frankfurt, Germany	$483M	-$3.71M	7	27.41%	Reduced
510	Pendal Group Sydney, Australia	$482M	+$52.6M	7	3.86%	Increased
511	Perfromance Wealth Partners Hinsdale, Illinois	$478M	+$478M	6	19.3%	New
512	Maryland State Retirement & Pension System Baltimore, Maryland	$478M	+$3.52M	21	12.5%	Increased
513	Prio Wealth Limited Partnership Boston, Massachusetts	$476M	-$3.22M	8	14.61%	Reduced
514	Nicholas Company Milwaukee, Wisconsin	$474M	-$1.85M	6	7.71%	Reduced
515	Cerity Partners New York	$474M	+$82.9M	19	7.21%	Increased
516	Corvex Management New York	$472M	-$51.1M	3	18.61%	Reduced
517	Mar Vista Investment Partners Los Angeles, California	$471M	-$116M	4	12.74%	Reduced
518	Allstate Corporation Northbrook, Illinois	$471M	+$332M	14	9%	Increased
519	Elo Mutual Pension Insurance Espoo, Finland	$468M	+$34M	14	12.92%	Increased
520	Westwood Holdings Group Dallas, Texas	$467M	+$51.8M	8	4.19%	Increased
521	AKO Capital London, United Kingdom	$465M	-$161M	1	4.53%	Reduced
522	FA FDx Advisors Chicago, Illinois	$465M	+$55M	10	12.87%	Increased
523	AE Wealth Management Topeka, Kansas	$464M	+$22.6M	21	3.24%	Increased
524	Scharf Investments Los Gatos, California	$462M	-$28.1M	5	13.69%	Reduced
525	FCI Financial Counselors Inc Overland Park, Kansas	$460M	-$36.3M	10	9.45%	Reduced