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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	Berkshire Hathaway Omaha, Nebraska	$314M	-$5.32B	1	0.16%	Reduced
402	SIG Senator Investment Group New York	$314M	$0	1	3.36%	Maintained
403	Brandywine Global Investment Management Philadelphia, Pennsylvania	$314M	+$906K	5	1.87%	Increased
404	John W. Bristol & Co New York	$313M	-$13.6M	4	8.88%	Reduced
405	Davenport & Co Richmond, Virginia	$312M	+$38.9M	7	3.74%	Increased
406	Silvercrest Asset Management New York	$311M	+$11.2M	9	2.89%	Increased
407	VanEck Associates New York	$310M	-$6.95M	5	1.53%	Reduced
408	Troy Asset Management London, United Kingdom	$310M	-$7.34M	2	12.8%	Reduced
409	OA Omega Advisors New York	$310M	+$7.86M	5	11.61%	Increased
410	PTC Provident Trust Company Waukesha, Wisconsin	$309M	-$503K	3	12.64%	Reduced
411	MVIP Mar Vista Investment Partners Los Angeles, California	$308M	-$2.53M	4	11.53%	Reduced
412	Rothschild & Co Asset Management US Stamford, Connecticut	$308M	-$38.5M	5	3.25%	Reduced
413	Mutual of America Capital Management New York	$306M	+$10.1M	12	4.66%	Increased
414	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$305M	+$24.4M	2	11.48%	Increased
415	OA Oak Associates Akron, Ohio	$302M	-$6.3M	10	21.41%	Reduced
416	B BP London, United Kingdom	$300M	-$17.8M	10	10.66%	Reduced
417	Stonehage Fleming Financial Services St. Helier, Jersey	$298M	-$47.3M	6	16.24%	Reduced
418	SAM Scopus Asset Management New York	$296M	-$108M	3	2.79%	Reduced
419	MSA Mason Street Advisors Milwaukee, Wisconsin	$296M	+$1.15M	11	6.64%	Increased
420	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$294M	+$924K	11	5.4%	Increased
421	WBC Westpac Banking Corp Sydney, Australia	$290M	-$32.4M	12	6.6%	Reduced
422	ROIC Route One Investment Company San Francisco, California	$289M	-$21.2M	3	6.15%	Reduced
423	OMERS Administration Corp Toronto, Ontario, Canada	$288M	+$11.9M	8	2.87%	Increased
424	Voloridge Investment Management Jupiter, Florida	$288M	+$15.2M	8	6.27%	Increased
425	Wolverine Trading Chicago, Illinois	$288M	-$46.9M	16	1.04%	Reduced