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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
726	Kestra Private Wealth Services Austin, Texas	$228M	+$24.9M	17	7.18%	Increased
727	Weitz Investment Management Omaha, Nebraska	$228M	-$10.9M	4	12.56%	Reduced
728	Harvard Management Company Boston, Massachusetts	$228M	-$87M	1	25.69%	Reduced
729	LMR Partners London, United Kingdom	$227M	+$80.7M	10	2.56%	Increased
730	Homestead Advisers Arlington, Virginia	$226M	-$51.6M	2	6.27%	Reduced
731	SCM Steadfast Capital Management New York	$225M	+$136M	2	6.04%	Increased
732	Eastern Bank Boston, Massachusetts	$225M	-$2.46M	6	11.17%	Reduced
733	Advisory Services Network Atlanta, Georgia	$223M	+$13.1M	15	6%	Increased
734	PGGM Investments Zeist, Netherlands	$223M	+$19.4M	8	3.84%	Increased
735	Quantinno Capital Management New York	$221M	+$47.6M	17	10.07%	Increased
736	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$221M	+$89.6M	2	10.64%	Increased
737	WesBanco Bank Wheeling, West Virginia	$221M	+$3.28M	10	9.64%	Increased
738	Prime Capital Investment Advisors Overland Park, Kansas	$221M	+$4.01M	11	4.52%	Increased
739	Freestone Capital Holdings Seattle, Washington	$220M	-$8.35M	10	11.66%	Reduced
740	Maj Invest Holding A/S Copenhagen K, Denmark	$220M	-$12.1M	1	5.86%	Reduced
741	JC Joho Capital New York	$220M	+$12.9M	2	49.42%	Increased
742	MLICM Metropolitan Life Insurance Company (MetLife) New York	$219M	-$11.5M	16	11.4%	Reduced
743	WMC Westwood Management Corporation Chicago, Illinois	$218M	-$22.5M	5	31.39%	Reduced
744	SH SeaTown Holdings Singapore	$218M	+$107M	3	17.73%	Increased
745	GAM Holding Zurich, Switzerland	$218M	-$7.21M	11	16.07%	Reduced
746	GW&K Investment Management Boston, Massachusetts	$217M	-$5.18M	12	2.18%	Reduced
747	HMP HS Management Partners New York	$217M	+$23.8M	2	10.31%	Increased
748	Lannebo Fonder Stockholm, Sweden	$217M	$0	5	32.17%	Maintained
749	Avenir Corporation Alexandria, Virginia	$216M	-$1.75M	3	20.19%	Reduced
750	AMI Asset Management Los Angeles, California	$216M	-$12.5M	3	13.36%	Reduced