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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	Evercore Wealth Management New York	$518M	-$7.13M	6	13.83%	Reduced
377	CFM Coronation Fund Managers Cape Town, South Africa	$514M	+$42.7M	5	19.45%	Increased
378	PTC Provident Trust Company Waukesha, Wisconsin	$513M	+$52.6K	3	16.08%	Increased
379	Segall Bryant & Hamill Chicago, Illinois	$512M	-$340K	10	8.6%	Reduced
380	AP Altarock Partners West Palm Beach, Florida	$511M	+$93.5M	1	26.19%	Increased
381	MVIP Mar Vista Investment Partners Los Angeles, California	$510M	-$15.1M	5	13.91%	Reduced
382	PCM Palestra Capital Management New York	$509M	-$280M	3	12.76%	Reduced
383	Stockbridge Partners Boston, Massachusetts	$508M	-$67.8M	1	15.95%	Reduced
384	Tocqueville Asset Management New York	$508M	-$31.8M	13	10.59%	Reduced
385	Scotia Capital Toronto, Ontario, Canada	$504M	-$110M	12	7.05%	Reduced
386	MIS Morningstar Investment Services Chicago, Illinois	$503M	+$9.52M	5	8.26%	Increased
387	Hosking Partners London, United Kingdom	$500M	-$99.1M	8	15.38%	Reduced
388	H Hexavest Montreal, Quebec, Canada	$498M	-$299M	10	11.52%	Reduced
389	Antipodes Partners Royal Exchange, Australia	$498M	+$61.4M	4	22.55%	Increased
390	Cullen/Frost Bankers San Antonio, Texas	$497M	+$25.5M	12	13.11%	Increased
391	Första AP-fonden Stockholm, Sweden	$495M	+$67M	12	13.02%	Increased
392	Congress Asset Management Boston, Massachusetts	$492M	+$8.86M	6	5.84%	Increased
393	Rokos Capital Management (UK) London, United Kingdom	$491M	+$477M	1	24.66%	New
394	Close Asset Management London, United Kingdom	$491M	+$6.87M	9	36.45%	Increased
395	Douglas Lane & Associates New York	$486M	-$4.12M	8	10.44%	Reduced
396	Homestead Advisers Arlington, Virginia	$481M	-$23.5M	3	12.36%	Reduced
397	Williams Jones Wealth Management New York	$478M	+$2.24M	8	9.8%	Increased
398	Hardman Johnston Global Advisors Stamford, Connecticut	$476M	-$2.59M	6	20.99%	Reduced
399	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$472M	-$657M	4	1.85%	Reduced
400	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$470M	-$26M	13	15.11%	Reduced