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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
676	Guinness Asset Management London, United Kingdom	$246M	+$17.4M	4	5.71%	Increased
677	ExodusPoint Capital Management New York	$246M	+$63.9M	18	2%	Increased
678	Nippon Life Global Investors Americas New York	$244M	-$18.9M	4	16.52%	Reduced
679	Capital International Sarl Los Angeles, California	$244M	+$7.49M	7	10.94%	Increased
680	TCTC Holdings Dallas, Texas	$244M	-$5.45M	9	9.72%	Reduced
681	WMC Westwood Management Corporation Chicago, Illinois	$243M	-$25.5M	5	31.26%	Reduced
682	Advisor Partners II Walnut Creek, California	$242M	+$18.6M	16	11.34%	Increased
683	MP MFN Partners Boston, Massachusetts	$242M	$0	1	7.85%	Maintained
684	Optiver Holding Amsterdam, Netherlands	$241M	-$23.4M	8	0.17%	Reduced
685	Weiss Multi-Strategy Advisers New York	$241M	+$64.3M	14	4.88%	Increased
686	Chicago Capital Chicago, Illinois	$241M	+$11.7M	8	10.85%	Increased
687	RWWM Inc Rocklin, California	$240M	+$16.9M	4	30.88%	Increased
688	Ziegler Capital Management Chicago, Illinois	$240M	-$8.01M	6	9.16%	Reduced
689	Curi RMB Capital Chicago, Illinois	$239M	-$530K	10	7.84%	Reduced
690	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$238M	-$8.01M	5	14.74%	Reduced
691	Consulta London, United Kingdom	$238M	-$28.8M	2	16.55%	Reduced
692	Freestone Capital Holdings Seattle, Washington	$238M	+$7.05M	11	9.58%	Increased
693	SRS Investment Management New York	$237M	+$41.2M	2	2.72%	Increased
694	Klingenstein Fields & Co New York	$236M	-$1.71M	6	10.92%	Reduced
695	Old National Bancorp Evansville, Indiana	$235M	-$391K	8	6.73%	Reduced
696	Patient Capital Management Baltimore, Maryland	$235M	+$196M	4	13.09%	Increased
697	MLICM Metropolitan Life Insurance Company (MetLife) New York	$235M	+$20.6M	16	11.44%	Increased
698	J.L. Bainbridge & Co Sarasota, Florida	$235M	-$28.6M	4	29.29%	Reduced
699	Oribel Capital Management New York	$234M	+$95.8M	3	12.93%	Increased
700	Weitz Investment Management Omaha, Nebraska	$234M	-$30.4M	4	12.49%	Reduced