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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	Jericho Capital Asset Management New York	$344M	+$121M	2	9.08%	Increased
552	Zacks Investment Management Chicago, Illinois	$343M	-$6.31M	7	6.11%	Reduced
553	HMP HS Management Partners New York	$341M	-$10.2M	2	10.07%	Reduced
554	ANI American National Insurance Galveston, Texas	$338M	+$9.74M	9	13.78%	Increased
555	Moore Capital Management New York	$335M	+$39.8M	6	4.22%	Increased
556	MCM Makena Capital Management Menlo Park, California	$334M	+$358M	6	52.95%	Increased
557	WMC Westwood Management Corporation Chicago, Illinois	$334M	-$5.7M	5	29.46%	Reduced
558	Crestwood Advisors Group Boston, Massachusetts	$334M	-$2.65M	8	10.48%	Reduced
559	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$333M	+$17.1M	5	37.79%	Increased
560	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$333M	$0	2	15%	Maintained
561	Eagle Asset Management St Petersburg, Florida	$333M	+$264M	7	1.47%	Increased
562	Washington Trust Westerly, Rhode Island	$331M	-$3.35M	16	10.17%	Reduced
563	Crossmark Global Holdings Houston, Texas	$330M	-$10.3M	13	8.18%	Reduced
564	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$330M	+$187M	2	3.81%	Increased
565	PVH Psagot Value Holdings Tel Aviv, Israel	$329M	+$66.2M	10	7.39%	Increased
566	Beutel, Goodman & Co Toronto, Ontario, Canada	$328M	+$20.4M	2	2.06%	Increased
567	R.M. Davis Inc Portland, Maine	$327M	+$9.15M	7	8.99%	Increased
568	Achmea Investment Management Zeist, Netherlands	$325M	-$28.2M	11	11.35%	Reduced
569	Carson Wealth (CWM LLC) Omaha, Nebraska	$325M	$0	25	2.59%	Maintained
570	Banco Santander Madrid, Spain	$321M	+$29.2M	11	2.26%	Increased
571	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$320M	+$179M	3	13.35%	Increased
572	Bridgewater Associates Westport, Connecticut	$320M	-$106M	4	2.82%	Reduced
573	Cerity Partners New York	$318M	+$99.7M	15	7.56%	Increased
574	OAM Origin Asset Management London, United Kingdom	$318M	-$15.9M	4	32.5%	Reduced
575	CIP Champlain Investment Partners Burlington, Vermont	$317M	-$109M	1	1.65%	Reduced