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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$359M	-$11.3M	16	10.2%	Reduced
527	WI Wafra Inc New York	$355M	+$47.6M	5	15.84%	Increased
528	Zevenbergen Capital Investments Edmonds, Washington	$354M	+$22.3M	5	6.2%	Increased
529	Kornitzer Capital Management Shawnee Mission, Kansas	$354M	-$17.8M	9	6%	Reduced
530	Commerzbank Aktiengesellschaft Frankfurt, Germany	$353M	+$16M	7	26.74%	Increased
531	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$352M	+$132M	10	4.13%	Increased
532	JC Joho Capital New York	$352M	+$13.6M	4	60.01%	Increased
533	FCI Financial Counselors Inc Overland Park, Kansas	$350M	+$13.6M	9	8.8%	Increased
534	Johnson Investment Counsel Cincinnati, Ohio	$350M	-$1.17M	9	5.83%	Reduced
535	Steward Partners Investment Advisory New York	$348M	+$2.4M	27	7.54%	Increased
536	SI SQN Investors Menlo Park, California	$347M	+$18.5M	2	18.58%	Increased
537	Holocene Advisors New York	$346M	-$358M	11	2.18%	Reduced
538	Cincinnati Insurance Fairfield, Ohio	$345M	-$6.45M	2	7.79%	Reduced
539	Kovitz Investment Group Partners Chicago, Illinois	$344M	+$2.69M	10	8.38%	Increased
540	CC Cannell & Co New York	$341M	+$9.26M	7	11.31%	Increased
541	RHBC R.H. Bluestein & Co Birmingham, Michigan	$340M	-$11.5M	7	15.12%	Reduced
542	OAM Origin Asset Management London, United Kingdom	$338M	+$31.9M	4	32.04%	Increased
543	Shelton Capital Management Denver, Colorado	$335M	-$20.7M	10	15.06%	Reduced
544	Adams Diversified Equity Fund Baltimore, Maryland	$334M	-$4.51M	4	15.12%	Reduced
545	MNBTD Moody National Bank Trust Division Galveston, Texas	$333M	-$233K	7	8.53%	Reduced
546	Zacks Investment Management Chicago, Illinois	$332M	-$1.66M	5	6.13%	Reduced
547	Weiss Multi-Strategy Advisers New York	$332M	+$188M	13	6.41%	Increased
548	Westwood Holdings Group Dallas, Texas	$331M	-$29.2M	7	3.81%	Reduced
549	SCM Suvretta Capital Management New York	$329M	-$156M	1	4.7%	Reduced
550	Profund Advisors Bethesda, Maryland	$328M	-$12.1M	13	14.32%	Reduced