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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	TBC Tweedy, Browne Co Stamford, Connecticut	$312M	-$45.8M	3	16.62%	Reduced
502	Maryland State Retirement & Pension System Baltimore, Maryland	$312M	+$172M	20	9.11%	Increased
503	Eagle Asset Management St Petersburg, Florida	$311M	+$21M	7	1.91%	Increased
504	TPG GP A Fort Worth, Texas	$310M	+$74.9M	2	6.09%	Increased
505	Balyasny Asset Management Chicago, Illinois	$310M	-$242M	17	0.85%	Reduced
506	Crestwood Advisors Group Boston, Massachusetts	$306M	+$17.7M	7	10.44%	Increased
507	Westwood Holdings Group Dallas, Texas	$305M	+$16M	8	2.68%	Increased
508	Meitav Investment House Bene-Beraq, Israel	$304M	-$38.7M	10	5.22%	Reduced
509	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$303M	+$99.7M	9	8.74%	Increased
510	BOK Financial Tulsa, Oklahoma	$303M	-$18.6M	13	5.58%	Reduced
511	FI Focused Investors Los Angeles, California	$302M	+$23.4M	2	9.74%	Increased
512	Kentucky Retirement Systems Frankfort, Kentucky	$302M	+$1.39M	10	11.92%	Increased
513	Wealthfront Advisers Palo Alto, California	$302M	-$10.6M	16	1.46%	Reduced
514	Cetera Investment Advisers Schaumburg, Illinois	$300M	+$79M	22	2.78%	Increased
515	Elo Mutual Pension Insurance Espoo, Finland	$300M	+$8.34M	13	10.28%	Increased
516	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$300M	-$5.64M	7	12.01%	Reduced
517	Cincinnati Insurance Fairfield, Ohio	$297M	-$22.1M	1	5.91%	Reduced
518	Riverbridge Partners Minneapolis, Minnesota	$296M	-$16.7M	5	4.44%	Reduced
519	Aristotle Atlantic Partners Sarasota, Florida	$295M	-$9.86M	5	16.5%	Reduced
520	HMP HS Management Partners New York	$292M	+$65.5M	2	13.47%	Increased
521	Ariel Investments Chicago, Illinois	$290M	-$909K	3	2.95%	Reduced
522	Brookfield Corp Toronto, Ontario, Canada	$289M	+$14.2M	8	1.08%	Increased
523	Saturna Capital Bellingham, Washington	$287M	+$5.16M	5	6.18%	Increased
524	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$284M	-$113M	11	8.64%	Reduced
525	Simplex Trading Chicago, Illinois	$284M	+$69M	26	0.31%	Increased