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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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$365M	-$3.38M	5	2.52%	Reduced
402	Nikko Asset Management Americas New York	$364M	+$19.2M	5	7.14%	Increased
403	Evercore Wealth Management New York	$363M	-$427K	6	11.02%	Reduced
404	RA Rovida Advisors Fort Lauderdale, Florida	$361M	+$128M	3	21.21%	Increased
405	PIA Piedmont Investment Advisors Durham, North Carolina	$358M	+$11.3M	16	14.38%	Increased
406	PTC Provident Trust Company Waukesha, Wisconsin	$358M	+$18.8M	3	12.28%	Increased
407	ACM Atlanta Capital Management Atlanta, Georgia	$357M	+$24M	2	1.6%	Increased
408	Dai-ichi Life Insurance Company Tokyo, Japan	$356M	-$6.14M	11	8.64%	Reduced
409	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$351M	+$1.57M	10	9.79%	Increased
410	Williams Jones & Associates New York	$351M	-$333K	8	7.27%	Reduced
411	Waverton Investment Management London, United Kingdom	$350M	-$60.6M	3	17.65%	Reduced
412	VM Valinor Management New York	$349M	+$17.1M	5	20.99%	Increased
413	MIS Morningstar Investment Services Chicago, Illinois	$349M	+$10.9M	6	5.74%	Increased
414	Hardman Johnston Global Advisors Stamford, Connecticut	$347M	+$2.23M	5	15.36%	Increased
415	LCM Lakewood Capital Management New York	$338M	+$16.2M	2	10.3%	Increased
416	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$338M	+$5.39M	4	44.93%	Increased
417	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$337M	-$91.2M	3	31.8%	Reduced
418	AIA Group Hong Kong	$337M	+$319M	1	69.98%	Increased
419	Cullen/Frost Bankers San Antonio, Texas	$337M	-$2.94M	14	10.41%	Reduced
420	E. Ohman J:or Asset Management Stockholm, Sweden	$332M	+$6.94M	12	21.75%	Increased
421	London Company of Virginia Richmond, Virginia	$329M	-$23.1M	4	2.83%	Reduced
422	Carson Wealth (CWM LLC) Omaha, Nebraska	$323M	+$2.53M	21	2.57%	Increased
423	BWA Brave Warrior Advisors New York	$321M	-$21.9M	2	17.1%	Reduced
424	B BP London, United Kingdom	$319M	-$1.52M	11	11.81%	Reduced
425	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$319M	+$49.2M	14	8.16%	Increased