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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	United Capital Financial Advisors Irving, Texas	$766M	+$6.61M	16	4.24%	Increased
352	Nissay Asset Management Tokyo, Japan	$765M	-$13.1M	15	7.54%	Reduced
353	ACA Abdiel Capital Advisors New York	$764M	+$176M	1	24.54%	Increased
354	TBC Tweedy, Browne Co Stamford, Connecticut	$758M	+$109M	3	22.05%	Increased
355	Swiss Life Asset Management Zurich,	$757M	+$3.34M	9	10.83%	Increased
356	LCP LGT Capital Partners Pfaeffikon, Switzerland	$751M	+$2.56M	4	24.58%	Increased
357	TPI Tesco Pension Investment London, United Kingdom	$749M	+$70.2M	2	14.18%	Increased
358	Advisors Asset Management Monument, Colorado	$746M	-$23.1M	19	11.6%	Reduced
359	SAM Shell Asset Management The Hague, Netherlands	$738M	+$4.16M	20	14.77%	Increased
360	Bahl & Gaynor Cincinnati, Ohio	$736M	-$23.1M	9	4.66%	Reduced
361	Verition Fund Management Greenwich, Connecticut	$731M	-$211M	7	8.25%	Reduced
362	John W. Bristol & Co New York	$728M	+$5.83M	6	14.89%	Increased
363	Markel Group Glen Allen, Virginia	$728M	+$135K	4	10.07%	Increased
364	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$725M	+$57.6M	12	14.33%	Increased
365	Stonehage Fleming Financial Services St. Helier, Jersey	$703M	-$24.7M	7	23.45%	Reduced
366	Brighton Jones LLC Seattle, Washington	$701M	+$1.96M	13	41.51%	Increased
367	Huntington National Bank Columbus, Ohio	$687M	+$5.44M	21	8.26%	Increased
368	PCM Palestra Capital Management New York	$663M	-$158M	2	13.91%	Reduced
369	AP Altarock Partners West Palm Beach, Florida	$660M	$0	1	25.08%	Maintained
370	Causeway Capital Management Los Angeles, California	$654M	-$15.5M	3	12.87%	Reduced
371	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$653M	-$51.4M	19	6.58%	Reduced
372	Evercore Wealth Management New York	$653M	+$5.2M	7	12.93%	Increased
373	Silvercrest Asset Management New York	$646M	+$59.6M	9	4.36%	Increased
374	Dai-ichi Life Insurance Company Tokyo, Japan	$642M	-$42.1M	11	8.84%	Reduced
375	GCM Gladstone Capital Management London, United Kingdom	$641M	+$190M	3	35.1%	Increased