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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	Cincinnati Insurance Fairfield, Ohio	$356M	$0	1	7.14%	Maintained
527	Scharf Investments Los Gatos, California	$354M	-$11.3M	4	11.18%	Reduced
528	Advisors Asset Management Monument, Colorado	$353M	-$35.3M	20	7.1%	Reduced
529	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$352M	-$2.99M	7	13.5%	Reduced
530	Lido Advisors Los Angeles, California	$350M	+$49.6M	13	3.41%	Increased
531	Capital International Inc Los Angeles, California	$350M	+$61.3M	8	7.04%	Increased
532	Glenview Capital Management New York	$350M	+$25.9M	4	7.68%	Increased
533	ACM Argent Capital Management St Louis, Missouri	$350M	+$20.5M	5	12.11%	Increased
534	TPG GP A Fort Worth, Texas	$349M	-$26.4M	2	5.69%	Reduced
535	Meitav Investment House Bene-Beraq, Israel	$347M	-$9.81M	9	5.99%	Reduced
536	Country Trust Bank Bloomington, Illinois	$346M	+$13.1M	8	9.83%	Increased
537	Norinchukin Bank Tokyo, Japan	$343M	+$7.66M	10	6.76%	Increased
538	WorldQuant Millennium Advisors New York	$342M	+$69M	6	6.33%	Increased
539	TC TownSquare Capital Provo, Utah	$342M	+$25.2M	12	7.52%	Increased
540	Rothschild & Co Wealth Management (UK) London, United Kingdom	$341M	+$177M	1	6.79%	Increased
541	SRIM Saratoga Research & Investment Management Saratoga, California	$339M	-$39.6M	6	16.12%	Reduced
542	MAMU Marathon Asset Management (UK) London, United Kingdom	$339M	-$37.3M	5	9.47%	Reduced
543	SCM Silvant Capital Management Atlanta, Georgia	$338M	-$37.1M	7	22%	Reduced
544	Stonegate Investment Group Birmingham, Alabama	$337M	+$19.3M	9	12.66%	Increased
545	Atreides Management Boston, Massachusetts	$337M	+$188M	3	10.32%	Increased
546	FI Focused Investors Los Angeles, California	$337M	-$16.2M	2	11.6%	Reduced
547	Canoe Financial Calgary, Alberta, Canada	$335M	+$303M	3	4.69%	New
548	Munro Partners Melbourne, Australia	$334M	+$60.3M	3	16.34%	Increased
549	Bridgewater Associates Westport, Connecticut	$333M	+$183M	8	2.03%	Increased
550	Illinois Municipal Retirement Fund Oak Brook, Illinois	$332M	+$17.9M	14	7.08%	Increased