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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
401	VM Valinor Management New York	$174M	-$13.3M	2	4.84%	Reduced
402	DCM Dupont Capital Management Wilmington, Delaware	$174M	+$17.1M	5	3.02%	Increased
403	Natixis Advisors Boston, Massachusetts	$174M	-$70.5M	10	3.49%	Reduced
404	DILH Dai-ichi Life Holdings Tokyo, Japan	$174M	-$1.29M	9	5.19%	Reduced
405	Wasatch Advisors Salt Lake City, Utah	$173M	+$20.8M	5	1.81%	Increased
406	HL Financial Services Louisville, Kentucky	$173M	+$2.34M	7	5.02%	Increased
407	LPL Financial San Diego, California	$172M	-$690K	12	1.03%	Reduced
408	Livforsakringsbolaget Skandia Stockholm, Sweden	$172M	-$11.1M	9	6.5%	Reduced
409	Haverford Trust Company Radnor, Pennsylvania	$172M	+$15.3M	4	5.13%	Increased
410	HMP HS Management Partners New York	$170M	+$1.46M	1	7.1%	Increased
411	PC Paulson & Co New York	$169M	+$171M	1	0.7%	New
412	WAM World Asset Management Detroit, Michigan	$168M	+$11.9M	9	5.04%	Increased
413	Santa Barbara Asset Management Los Angeles, California	$167M	-$280K	1	3.44%	Reduced
414	Capital International Inc Los Angeles, California	$166M	+$3.06M	7	10.34%	Increased
415	CIBC Asset Management Toronto, Ontario, Canada	$166M	-$10.2M	10	0.99%	Reduced
416	Vaughan Nelson Investment Management Houston, Texas	$166M	+$1.16M	2	2.48%	Increased
417	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$165M	-$7.04M	11	5.06%	Reduced
418	Commonwealth Equity Services Waltham, Massachusetts	$165M	+$6.11M	14	2%	Increased
419	WCM Investment Management Laguna Beach, California	$164M	+$12.5M	3	5.07%	Increased
420	TBC Tweedy, Browne Co Stamford, Connecticut	$164M	-$255K	1	3.78%	Reduced
421	Iconiq Capital San Francisco, California	$163M	+$165M	2	36.76%	Increased
422	Rothschild & Co Asset Management US Stamford, Connecticut	$163M	-$4.84M	4	3.48%	Reduced
423	Moore Capital Management New York	$162M	+$144M	4	3.78%	Increased
424	Numeric Investors Boston, Massachusetts	$162M	+$20.3M	5	2.4%	Increased
425	Welch & Forbes Boston, Massachusetts	$161M	+$49.1K	7	4.93%	Increased