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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
376	John W. Bristol & Co New York	$388M	-$2.83M	5	10.44%	Reduced
377	Rothschild & Co Asset Management US Stamford, Connecticut	$388M	+$71.1M	6	4.16%	Increased
378	Holocene Advisors New York	$386M	+$84.6M	7	5.91%	Increased
379	MSA Mason Street Advisors Milwaukee, Wisconsin	$386M	+$3.23M	12	7.81%	Increased
380	AWM Ashmore Wealth Management Wilmington, Delaware	$384M	$0	2	22.39%	Maintained
381	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$382M	-$35.1M	11	2.52%	Reduced
382	HCM Hitchwood Capital Management New York	$381M	+$330M	4	5.47%	Increased
383	State of Alaska Department of Revenue Juneau, Alaska	$380M	-$33.2M	16	6.73%	Reduced
384	Scharf Investments Los Gatos, California	$380M	+$52.3M	4	14.66%	Increased
385	Waverton Investment Management London, United Kingdom	$379M	-$14M	5	19.79%	Reduced
386	Homestead Advisers Arlington, Virginia	$379M	-$11.1M	2	7.09%	Reduced
387	Rathbones Group Liverpool, United Kingdom	$378M	-$376K	6	12.43%	Reduced
388	Segall Bryant & Hamill Chicago, Illinois	$376M	-$3.28M	9	5.84%	Reduced
389	Markel Group Glen Allen, Virginia	$375M	+$18.2M	4	6.28%	Increased
390	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$375M	+$40.4M	18	1.64%	Increased
391	KCM Kensico Capital Management Greenwich, Connecticut	$372M	-$23.3M	1	7.32%	Reduced
392	Pacer Advisors Malvern, Pennsylvania	$372M	+$333M	10	10.32%	Increased
393	BWA Brave Warrior Advisors New York	$372M	+$10.4M	2	18.68%	Increased
394	PineBridge Investments New York	$372M	+$6.17M	13	7.54%	Increased
395	PTC Provident Trust Company Waukesha, Wisconsin	$370M	+$3.16M	3	13.73%	Increased
396	Douglas Lane & Associates New York	$368M	-$1.63M	8	7.63%	Reduced
397	Cambridge Investment Research Advisors Fairfield, Iowa	$364M	+$20.6M	15	3.48%	Increased
398	Silvercrest Asset Management New York	$363M	-$3.4M	8	3.57%	Reduced
399	CFM Coronation Fund Managers Cape Town, South Africa	$362M	+$61.4M	7	13.36%	Increased
400	Brandywine Global Investment Management Philadelphia, Pennsylvania	$362M	-$4.03M	7	2.5%	Reduced