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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
576	Cincinnati Insurance Fairfield, Ohio	$613M	$0	1	9.5%	Maintained
577	Stonegate Investment Group Birmingham, Alabama	$604M	-$7.95M	9	14%	Reduced
578	Perpetual Ltd Sydney, New South Wales, Australia	$600M	-$149M	8	7.45%	Reduced
579	Carnegie Investment Counsel Pepper Pike, Ohio	$598M	-$20.5M	12	11.28%	Reduced
580	Kentucky Retirement Systems Frankfort, Kentucky	$595M	-$10.9M	13	16.47%	Reduced
581	YC Yarbrough Capital Franklin, Tennessee	$595M	-$103K	8	18.52%	Reduced
582	FFM Fisher Funds Management Auckland, New Zealand	$593M	-$199M	7	15.67%	Reduced
583	C Consulta London, United Kingdom	$590M	+$29M	3	33.56%	Increased
584	Advisors Asset Management Monument, Colorado	$589M	-$463K	20	10%	Reduced
585	HA HHLR Advisors Grand Cayman, Cayman Islands	$588M	+$280M	1	14.37%	Increased
586	Kestra Private Wealth Services Austin, Texas	$585M	+$7.01M	19	7.63%	Increased
587	London Company of Virginia Richmond, Virginia	$584M	-$16M	3	3.22%	Reduced
588	CapitalatWork SA Auderghem,	$584M	-$109M	5	16.95%	Reduced
589	ACM Anomaly Capital Management New York	$583M	+$15.8M	4	17.13%	Increased
590	Westwood Holdings Group Dallas, Texas	$582M	-$49M	8	4.16%	Reduced
591	Samlyn Capital New York	$581M	+$79.1M	2	7.99%	Increased
592	Brevan Howard Capital Management St. Helier, Jersey	$581M	-$15.4M	23	2.59%	Reduced
593	Atria Investments Charlotte, North Carolina	$579M	-$3.22M	21	6.61%	Reduced
594	PEAK6 Chicago, Illinois	$576M	-$703M	13	0.84%	Reduced
595	Disciplined Growth Investors Minneapolis, Minnesota	$565M	-$27.1M	3	10.24%	Reduced
596	SA Situational Awareness San Francisco, California	$563M	+$487M	1	13.61%	New
597	South Dakota Investment Council Sioux Falls, South Dakota	$561M	-$52.2M	11	10.9%	Reduced
598	BNP Paribas Paris, France	$560M	-$122K	11	16.92%	Reduced
599	Sanibel Captiva Trust Company Sanibel, Florida	$560M	-$10.8M	9	15.95%	Reduced
600	Envestnet Portfolio Solutions Chicago, Illinois	$559M	-$16.7M	14	2.06%	Reduced