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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	Crestwood Advisors Group Boston, Massachusetts	$389M	+$3.12M	9	11.25%	Increased
552	ANI American National Insurance Galveston, Texas	$388M	-$525K	9	14.51%	Reduced
553	Elo Mutual Pension Insurance Espoo, Finland	$386M	-$11M	12	12.8%	Reduced
554	Crossmark Global Holdings Houston, Texas	$385M	+$8.38M	14	9.05%	Increased
555	Inverness Counsel New York	$385M	+$38.8M	7	14.02%	Increased
556	AE Wealth Management Topeka, Kansas	$384M	+$28.6M	21	3.35%	Increased
557	R.M. Davis Inc Portland, Maine	$383M	+$5.28M	7	9.62%	Increased
558	Penserra Capital Management Orinda, California	$382M	+$13.2M	20	6.93%	Increased
559	ROIC Route One Investment Company San Francisco, California	$379M	+$26.4M	3	9.11%	Increased
560	Cerity Partners New York	$376M	+$12.2M	16	8.23%	Increased
561	Ariel Investments Chicago, Illinois	$374M	-$62.5M	3	3.52%	Reduced
562	WMC Westwood Management Corporation Chicago, Illinois	$374M	-$3.32M	5	30.18%	Reduced
563	DCP Darsana Capital Partners New York	$374M	-$249M	2	10.64%	Reduced
564	Shelton Capital Management Denver, Colorado	$373M	-$138M	10	14.08%	Reduced
565	Washington Trust Westerly, Rhode Island	$373M	-$3.81M	15	10.52%	Reduced
566	MIM Meridiem Investment Management London, United Kingdom	$368M	+$5.95M	4	13.36%	Increased
567	Achmea Investment Management Zeist, Netherlands	$363M	-$14.8M	11	12.37%	Reduced
568	Border to Coast Pensions Partnership Leeds, United Kingdom	$361M	+$456M	4	12.59%	New
569	MC Maplelane Capital New York	$359M	+$174M	3	11.7%	Increased
570	Abrams Capital Management Boston, Massachusetts	$358M	$0	1	7.95%	Maintained
571	Rothschild & Co Asset Management US Stamford, Connecticut	$357M	+$12M	4	4.23%	Increased
572	FA FDx Advisors Chicago, Illinois	$356M	+$16.8M	11	11.82%	Increased
573	New Mexico Educational Retirement Board Santa Fe, New Mexico	$356M	+$18.4M	11	12.21%	Increased
574	Wealthfront Advisers Palo Alto, California	$355M	+$13.5M	13	1.69%	Increased
575	Barings Charlotte, North Carolina	$353M	-$65.6M	11	8.18%	Reduced