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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	Elo Mutual Pension Insurance Espoo, Finland	$450M	+$8.09M	13	13.04%	Increased
502	Antipodes Partners Royal Exchange, Australia	$450M	+$37.8M	3	15.94%	Increased
503	Cerity Partners New York	$449M	+$6.54M	17	6.97%	Increased
504	OA Oak Associates Akron, Ohio	$448M	-$17.5M	9	27.36%	Reduced
505	Nicholas Company Milwaukee, Wisconsin	$446M	+$3.16M	6	7.96%	Increased
506	MVIP Mar Vista Investment Partners Los Angeles, California	$445M	-$3.71M	4	13.96%	Reduced
507	CC Cannell & Co New York	$444M	-$15.9M	7	13.32%	Reduced
508	Wolverine Trading Chicago, Illinois	$441M	-$212M	25	0.57%	Reduced
509	Wealthfront Advisers Palo Alto, California	$440M	+$14.6M	16	1.93%	Increased
510	Cincinnati Insurance Fairfield, Ohio	$439M	-$17.6M	2	8.41%	Reduced
511	Dragoneer Investment Group San Francisco, California	$438M	-$73.8M	2	5.59%	Reduced
512	Westwood Holdings Group Dallas, Texas	$438M	-$1.53M	8	4.04%	Reduced
513	OMERS Administration Corp Toronto, Ontario, Canada	$437M	-$787K	4	5.61%	Reduced
514	Pathstone Family Office Englewood, New Jersey	$434M	+$29.9M	16	10.12%	Increased
515	CLCM Center Lake Capital Management West Palm Beach, Florida	$433M	+$62.5M	6	80.57%	Increased
516	Adams Diversified Equity Fund Baltimore, Maryland	$431M	+$11.7M	4	17.15%	Increased
517	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$431M	+$141M	1	5.18%	Increased
518	Crossmark Global Holdings Houston, Texas	$430M	+$12.4M	17	9.58%	Increased
519	Scharf Investments Los Gatos, California	$429M	+$562K	5	12.73%	Increased
520	D.A. Davidson & Co Great Falls, Montana	$429M	+$13.1M	15	4.67%	Increased
521	IVSFI IA Venture Strategies Fund II New York	$428M	$0	1	84.35%	Maintained
522	Mirova US Boston, Massachusetts	$428M	-$91.4M	1	8.22%	Reduced
523	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$420M	-$123M	20	6.87%	Reduced
524	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$419M	+$314M	3	23.66%	Increased
525	Homestead Advisers Arlington, Virginia	$418M	-$5.69M	3	10.23%	Reduced