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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	Waverton Investment Management London, United Kingdom	$229M	+$16.7M	6	15.04%	Increased
402	MAMU Marathon Asset Management (UK) London, United Kingdom	$229M	+$13.1M	4	4.94%	Increased
403	WP Wedgewood Partners St Louis, Missouri	$229M	-$39.1M	2	5.59%	Reduced
404	Williams Jones & Associates New York	$228M	+$22.4M	6	6.52%	Increased
405	Dorsal Capital Management Redwood City, California	$228M	-$70.4M	3	14.31%	Reduced
406	United Capital Financial Advisors Irving, Texas	$227M	-$6.49M	10	2.2%	Reduced
407	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$226M	-$95.7K	1	19.35%	Reduced
408	Silvercrest Asset Management New York	$226M	-$3.24M	8	2.53%	Reduced
409	QS Investors New York	$225M	-$45.6M	12	1.84%	Reduced
410	Eagle Asset Management St Petersburg, Florida	$225M	-$11.5M	6	1.48%	Reduced
411	Swiss Life Asset Management Zurich,	$224M	+$60M	8	7.51%	Increased
412	Kornitzer Capital Management Shawnee Mission, Kansas	$223M	-$26.4M	9	4.19%	Reduced
413	CIBC Asset Management Toronto, Ontario, Canada	$222M	+$749K	12	1.59%	Increased
414	Zevenbergen Capital Investments Edmonds, Washington	$221M	-$53.5M	8	10.42%	Reduced
415	MCM McKinley Capital Management Anchorage, Alaska	$220M	-$4.91M	9	8.64%	Reduced
416	Nicholas Company Milwaukee, Wisconsin	$218M	-$123K	4	4.86%	Reduced
417	London Company of Virginia Richmond, Virginia	$217M	+$27.5M	3	1.49%	Increased
418	Homestead Advisers Arlington, Virginia	$215M	$0	2	3.38%	Maintained
419	BAMCO Inc New York	$214M	-$5.77M	5	1.21%	Reduced
420	MSA Mason Street Advisors Milwaukee, Wisconsin	$214M	+$2.41M	10	5.79%	Increased
421	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$214M	-$59M	9	2.25%	Reduced
422	Maverick Capital Dallas, Texas	$211M	-$25.1M	2	2.74%	Reduced
423	Voloridge Investment Management Jupiter, Florida	$210M	+$181M	7	4.51%	Increased
424	Huntington National Bank Columbus, Ohio	$209M	+$6.38M	12	3.81%	Increased
425	Great Lakes Advisors Chicago, Illinois	$208M	+$15.5M	8	5.47%	Increased