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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
301	Mairs & Power Inc St Paul, Minnesota	$1.74B	-$10.4M	6	17.83%	Reduced
302	M&G plc London, United Kingdom	$1.74B	+$235M	9	9%	Increased
303	Cambridge Investment Research Advisors Fairfield, Iowa	$1.74B	+$30.7M	29	4.48%	Increased
304	PineBridge Investments New York	$1.73B	-$146M	12	14.58%	Reduced
305	Amalgamated Bank New York	$1.72B	-$32.2M	19	13.2%	Reduced
306	IFM Investors Melbourne, Australia	$1.72B	+$66M	15	14.37%	Increased
307	Capital Wealth Planning Naples, Florida	$1.72B	+$477M	5	9.49%	Increased
308	Lido Advisors Los Angeles, California	$1.7B	-$16.5M	20	5.19%	Reduced
309	O'Shaughnessy Asset Management Stamford, Connecticut	$1.68B	+$223M	19	8.37%	Increased
310	CCM Cantillon Capital Management New York	$1.67B	-$151M	3	11.09%	Reduced
311	DSM Capital Partners Palm Beach Gardens, Florida	$1.67B	-$77.9M	6	29.5%	Reduced
312	Zurich Insurance Group Zurich, Switzerland	$1.67B	-$154M	9	13.1%	Reduced
313	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.66B	-$106M	16	20.45%	Reduced
314	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.66B	+$58.8M	6	14.57%	Increased
315	Axiom Investors Greenwich, Connecticut	$1.65B	-$922M	3	18.34%	Reduced
316	Fundsmith LLP London, United Kingdom	$1.64B	-$204M	3	12.8%	Reduced
317	MML Investors Services Springfield, Massachusetts	$1.64B	-$177M	20	4.54%	Reduced
318	PensionDanmark Copenhagen O, Denmark	$1.63B	-$37.9M	16	15.89%	Reduced
319	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.62B	+$74.5M	16	11.32%	Increased
320	PTC Provident Trust Company Waukesha, Wisconsin	$1.61B	-$269M	4	33.61%	Reduced
321	Huntington National Bank Columbus, Ohio	$1.6B	+$120M	27	8.85%	Increased
322	Orbis Allan Gray Hamilton, Bermuda	$1.6B	+$450M	3	6.76%	Increased
323	Steward Partners Investment Advisory New York	$1.59B	+$162M	29	8.1%	Increased
324	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.58B	+$254M	5	5.17%	Increased
325	Markel Group Glen Allen, Virginia	$1.58B	+$816K	4	13.19%	Increased