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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
551	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$327M	+$146M	5	39.68%	Increased
552	WMC Westwood Management Corporation Chicago, Illinois	$326M	-$8.91M	5	27.42%	Reduced
553	IC Immersion Capital London, United Kingdom	$326M	-$13.1M	3	29.69%	Reduced
554	Brandywine Global Investment Management Philadelphia, Pennsylvania	$325M	+$23.8M	4	2.7%	Increased
555	Carson Wealth (CWM LLC) Omaha, Nebraska	$325M	$0	25	2.59%	Maintained
556	Elo Mutual Pension Insurance Espoo, Finland	$323M	+$289M	11	10.71%	Increased
557	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$323M	$0	2	12.26%	Maintained
558	Crossmark Global Holdings Houston, Texas	$323M	-$3.2M	13	8.16%	Reduced
559	Qube Research & Technologies (QRT) London, United Kingdom	$323M	-$9.35M	18	4.59%	Reduced
560	Achmea Investment Management Zeist, Netherlands	$322M	-$1.23M	11	11.64%	Reduced
561	Davidson Kempner Capital Management New York	$322M	+$33.9M	3	3.78%	Increased
562	Washington Trust Westerly, Rhode Island	$321M	-$3.32M	17	10.36%	Reduced
563	Glenview Capital Management New York	$319M	+$36.1M	4	7.32%	Increased
564	SM SG3 Management Dorado, Puerto Rico	$318M	+$287M	6	6.06%	Increased
565	Krane Funds Advisors New York	$316M	+$75.7M	7	12.44%	Increased
566	Crestwood Advisors Group Boston, Massachusetts	$316M	-$19.3M	9	10.4%	Reduced
567	HMP HS Management Partners New York	$314M	+$7.97M	2	9.61%	Increased
568	ANI American National Insurance Galveston, Texas	$312M	-$155K	7	13.29%	Reduced
569	BAPIM British Airways Pensions Investment Management London, United Kingdom	$309M	-$17M	5	11.96%	Reduced
570	CM Conifer Management New York	$309M	+$80.8M	3	18.76%	Increased
571	Hyperion Asset Management Brisbane, Australia	$303M	+$39.4M	4	21.45%	Increased
572	Driehaus Capital Management Chicago, Illinois	$302M	-$111M	10	4.88%	Reduced
573	R.M. Davis Inc Portland, Maine	$302M	+$13.2M	7	8.66%	Increased
574	Erste Asset Management Vienna, Austria	$300M	+$18.8M	14	8.3%	Increased
575	HAM Honeycomb Asset Management New York	$299M	+$22.7M	4	17.43%	Increased