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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
526	Voleon Capital Management Berkeley, California	$213M	-$22.4M	5	34.27%	Reduced
527	Great Lakes Advisors Chicago, Illinois	$211M	-$23.5M	8	4.7%	Reduced
528	Driehaus Capital Management Chicago, Illinois	$211M	+$25M	9	7.92%	Increased
529	Confluence Investment Management St. Louis, Missouri	$209M	-$10.7M	7	3.53%	Reduced
530	Brighton Jones LLC Seattle, Washington	$209M	-$1.14M	9	25.25%	Reduced
531	SC SRB Corp Boston, Massachusetts	$208M	+$279K	3	19.61%	Increased
532	MUFG Americas New York	$208M	-$12.2M	13	5.98%	Reduced
533	MNBTD Moody National Bank Trust Division Galveston, Texas	$208M	+$950K	12	5.71%	Increased
534	ANI American National Insurance Galveston, Texas	$206M	$0	7	10.84%	Maintained
535	H Hexavest Montreal, Quebec, Canada	$206M	-$30.1M	3	2.61%	Reduced
536	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$206M	+$9.69M	11	10.67%	Increased
537	Bartlett & Co Wealth Management Cincinnati, Ohio	$206M	-$783K	11	7.88%	Reduced
538	Bartlett & Co Cincinnati, Ohio	$206M	-$783K	11	7.89%	Reduced
539	MML Investors Services Springfield, Massachusetts	$206M	+$12.4M	17	3.18%	Increased
540	Johnson Investment Counsel Cincinnati, Ohio	$205M	-$34.8M	10	4.39%	Reduced
541	DCP Darsana Capital Partners New York	$205M	$0	1	7.69%	Maintained
542	NA Newport Asia San Francisco, California	$205M	-$3.35M	1	47.4%	Reduced
543	Bridges Investment Management Omaha, Nebraska	$204M	+$8.81M	8	8.33%	Increased
544	Allstate Corporation Northbrook, Illinois	$203M	+$13.2M	9	5.48%	Increased
545	Krane Funds Advisors New York	$203M	+$11.1M	3	11.97%	Increased
546	Avalon Investment & Advisory Houston, Texas	$202M	-$448K	9	4.59%	Reduced
547	IC Inverness Counsel New York	$202M	+$2.69M	5	10.99%	Increased
548	Clal Insurance Tel-Aviv, Israel	$202M	+$75.1M	3	4.94%	Increased
549	CC Cannell & Co New York	$202M	+$2.2M	7	7.8%	Increased
550	Frontier Capital Management Boston, Massachusetts	$200M	-$16.7M	3	1.42%	Reduced