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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	Maryland State Retirement & Pension System Baltimore, Maryland	$348M	-$979K	20	11.25%	Reduced
502	Scharf Investments Los Gatos, California	$347M	-$12.6M	5	11.84%	Reduced
503	D.A. Davidson & Co Great Falls, Montana	$346M	+$2.19M	13	4.34%	Increased
504	ROIC Route One Investment Company San Francisco, California	$345M	+$112M	3	12.5%	Increased
505	Dorsal Capital Management Redwood City, California	$345M	-$15M	2	22.45%	Reduced
506	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$345M	+$25.2M	12	14.69%	Increased
507	OMERS Administration Corp Toronto, Ontario, Canada	$344M	+$32.5M	4	4.96%	Increased
508	Norinchukin Bank Tokyo, Japan	$344M	-$119M	10	6.72%	Reduced
509	Soros Fund Management New York	$343M	+$89.5M	3	6.11%	Increased
510	Cetera Advisor Networks El Segundo, California	$342M	+$30.8M	22	4.38%	Increased
511	C Consulta London, United Kingdom	$341M	-$37.5M	2	22.23%	Reduced
512	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$338M	+$775K	4	22.78%	Increased
513	Perfromance Wealth Partners Hinsdale, Illinois	$336M	-$3.58M	6	18.9%	Reduced
514	Crossmark Global Holdings Houston, Texas	$333M	-$11.9M	15	8.63%	Reduced
515	Homestead Advisers Arlington, Virginia	$332M	-$14.5M	3	9.4%	Reduced
516	MC Martin Currie Edinburgh, United Kingdom	$332M	+$8.72M	3	12.84%	Increased
517	Crestwood Advisors Group Boston, Massachusetts	$331M	+$8.44M	7	11.14%	Increased
518	SG Americas Securities New York	$330M	-$489M	26	3.52%	Reduced
519	Fiduciary Management Inc Milwaukee, Wisconsin	$330M	+$19.2M	1	3.12%	Increased
520	Riverbridge Partners Minneapolis, Minnesota	$328M	-$48.8M	6	5.26%	Reduced
521	OA Oak Associates Akron, Ohio	$328M	-$13.4M	9	25.66%	Reduced
522	Bridges Investment Management Omaha, Nebraska	$328M	+$10.5M	6	11.93%	Increased
523	Kentucky Retirement Systems Frankfort, Kentucky	$327M	+$49.5M	10	13.79%	Increased
524	SRIM Saratoga Research & Investment Management Saratoga, California	$325M	+$17.6M	6	16.08%	Increased
525	Adams Diversified Equity Fund Baltimore, Maryland	$323M	-$12.9M	4	15.36%	Reduced