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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
351	SAM Shell Asset Management The Hague, Netherlands	$495M	+$63.4M	17	13.79%	Increased
352	EC Eminence Capital New York	$487M	-$175M	5	5.33%	Reduced
353	Employees Retirement System of Texas Austin, Texas	$485M	-$5.81M	11	9.26%	Reduced
354	CM Conifer Management New York	$485M	-$421M	2	38.18%	Reduced
355	Swiss Life Asset Management Zurich,	$485M	+$71.7M	10	9.21%	Increased
356	British Columbia Investment Management Victoria, British Columbia, Canada	$482M	-$761M	14	8.17%	Reduced
357	VanEck Associates New York	$480M	-$32.8M	9	2.44%	Reduced
358	PointState Capital New York	$479M	+$46M	3	23.85%	Increased
359	Brighton Jones LLC Seattle, Washington	$471M	+$195M	8	49.57%	Increased
360	Cambridge Investment Research Advisors Fairfield, Iowa	$468M	+$43.5M	14	4.5%	Increased
361	John W. Bristol & Co New York	$468M	+$39.9M	5	14.57%	Increased
362	MC Martin Currie Edinburgh, United Kingdom	$468M	-$3.39M	3	32.64%	Reduced
363	Dragoneer Investment Group San Francisco, California	$466M	-$7.35M	2	20.8%	Reduced
364	AC Alleghany Corporation New York	$465M	+$30.9M	3	31.3%	Increased
365	Davenport & Co Richmond, Virginia	$463M	+$62.6M	9	6.67%	Increased
366	Bank Julius Baer & Co Zurich, Switzerland	$463M	+$526M	14	10.71%	New
367	Hosking Partners London, United Kingdom	$462M	-$22.3M	8	16.14%	Reduced
368	Advisors Asset Management Monument, Colorado	$462M	+$16M	15	10.73%	Increased
369	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$460M	+$110M	3	4.66%	Increased
370	United Capital Financial Advisors Irving, Texas	$457M	-$60.1M	14	3.77%	Reduced
371	Barings Charlotte, North Carolina	$453M	-$40.1M	13	15.15%	Reduced
372	Silvercrest Asset Management New York	$452M	+$41.1M	9	4.85%	Increased
373	Orbis Allan Gray Hamilton, Bermuda	$450M	-$194M	2	4.29%	Reduced
374	PIA Piedmont Investment Advisors Durham, North Carolina	$442M	+$39.1M	15	17.47%	Increased
375	Markel Group Glen Allen, Virginia	$442M	+$4.27M	4	8.31%	Increased