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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	First Pacific Advisors El Segundo, California	$1.08B	-$111M	3	14.95%	Reduced
352	Bridges Investment Management Omaha, Nebraska	$1.07B	-$11.4M	6	14.94%	Reduced
353	Factory Mutual Insurance Waltham, Massachusetts	$1.07B	+$5.95M	6	11.02%	Increased
354	Third Point New York	$1.06B	-$920M	2	14.32%	Reduced
355	State of Alaska Department of Revenue Juneau, Alaska	$1.06B	+$27.6M	15	11.24%	Increased
356	Two Sigma Investments New York	$1.06B	+$125M	27	2.32%	Increased
357	IEQ Capital Foster City, California	$1.05B	+$63.2M	21	12.86%	Increased
358	New York Life Investment Management New York	$1.05B	-$22.7M	14	10.17%	Reduced
359	CIP Champlain Investment Partners Burlington, Vermont	$1.05B	-$13.6M	4	6.32%	Reduced
360	AGF Management Toronto, Ontario, Canada	$1.04B	+$6.72M	8	5.26%	Increased
361	Stonehage Fleming Financial Services St. Helier, Jersey	$1.04B	-$58.9M	7	27.44%	Reduced
362	Edmond de Rothschild Holding Chambesy, Switzerland	$1.02B	-$7.05M	20	16.46%	Reduced
363	Brighton Jones LLC Seattle, Washington	$1.01B	-$222M	12	38.1%	Reduced
364	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.01B	-$36.6M	4	10.35%	Reduced
365	Haverford Trust Company Radnor, Pennsylvania	$1.01B	+$31.9M	6	9.8%	Increased
366	Yacktman Asset Management Austin, Texas	$1B	-$393M	3	10.29%	Reduced
367	John W. Bristol & Co New York	$1B	-$825K	5	15.97%	Reduced
368	HRT Financial New York	$999M	+$561M	13	4.96%	Increased
369	Bain Capital Investors Boston, Massachusetts	$999M	+$926M	1	26.12%	New
370	Capital Wealth Planning Naples, Florida	$992M	+$102M	6	9.25%	Increased
371	GAM GuardCap Asset Management London, United Kingdom	$980M	-$255M	3	13.34%	Reduced
372	LSV Asset Management Chicago, Illinois	$967M	-$103M	8	2.07%	Reduced
373	Williams Jones Wealth Management New York	$967M	+$7.47M	7	11.34%	Increased
374	Vaughan Nelson Investment Management Houston, Texas	$962M	-$44.3M	4	8.56%	Reduced
375	Yousif Capital Management Bloomfield Hills, Michigan	$961M	-$8.3M	18	10.42%	Reduced