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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	Cullen/Frost Bankers San Antonio, Texas	$544M	+$2.07M	18	12.21%	Increased
377	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$542M	+$39.4M	8	25.06%	Increased
378	Alyeska Investment Group Chicago, Illinois	$542M	+$300M	8	6.19%	Increased
379	Jupiter Asset Management London, United Kingdom	$540M	-$81.4M	10	7.6%	Reduced
380	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$539M	+$6.46M	9	13.55%	Increased
381	Hyperion Asset Management Brisbane, Australia	$533M	+$57M	3	31.11%	Increased
382	Orbis Allan Gray Hamilton, Bermuda	$531M	+$401M	6	4.27%	Increased
383	Edmond de Rothschild Holding Chambesy, Switzerland	$529M	+$37.5M	17	12.81%	Increased
384	WCM Investment Management Laguna Beach, California	$524M	+$195M	4	1.88%	Increased
385	Williams Jones Wealth Management New York	$523M	-$2.06M	10	8.47%	Reduced
386	Bartlett & Co Cincinnati, Ohio	$523M	+$16M	17	10.59%	Increased
387	Bartlett & Co Wealth Management Cincinnati, Ohio	$523M	+$16M	17	10.59%	Increased
388	Alphinity Investment Management Sydney, Australia	$521M	-$309M	2	15.9%	Reduced
389	Douglass Winthrop Advisors New York	$512M	+$6.03M	7	14.4%	Increased
390	Cerity Partners New York	$512M	+$162M	15	5.65%	Increased
391	Montrusco Bolton Investments Montreal, Quebec, Canada	$506M	+$148M	3	13.48%	Increased
392	UMB Bank Kansas City, Missouri	$505M	-$4.4M	21	7.87%	Reduced
393	Construction & Building Unions Superannuation Fund Melbourne, Australia	$504M	+$42.1M	5	29.48%	Increased
394	Oregon Public Employees Retirement Fund Tigard, Oregon	$503M	-$180M	15	7.62%	Reduced
395	Douglas Lane & Associates New York	$501M	-$3.83M	9	8.5%	Reduced
396	TIAA FSB Jacksonville, Florida	$498M	-$14.3M	8	1.96%	Reduced
397	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$494M	-$265M	19	3%	Reduced
398	Advisors Asset Management Monument, Colorado	$494M	-$59.7M	22	8.87%	Reduced
399	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$493M	+$31.6M	8	14.06%	Increased
400	Whittier Trust South Pasadena, California	$493M	+$3.57M	22	9.95%	Increased