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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	Scharf Investments Los Gatos, California	$376M	-$16.6M	4	15.37%	Reduced
402	Advisor Group Phoenix, Arizona	$374M	+$6.98M	28	2.76%	Increased
403	MIS Morningstar Investment Services Chicago, Illinois	$374M	+$1.74M	5	6.33%	Increased
404	Capital Fund Management (CFM) Paris, France	$372M	+$135M	10	3.35%	Increased
405	Williams Jones Wealth Management New York	$365M	+$366M	8	7.5%	New
406	Alyeska Investment Group Chicago, Illinois	$365M	+$88.2M	7	5.27%	Increased
407	Dai-ichi Life Insurance Company Tokyo, Japan	$364M	+$4.72M	11	8.69%	Increased
408	TT International London, United Kingdom	$360M	+$21.3M	3	32.35%	Increased
409	BWA Brave Warrior Advisors New York	$360M	-$2.52M	2	19.21%	Reduced
410	Samlyn Capital New York	$357M	+$157M	4	8.67%	Increased
411	E. Ohman J:or Asset Management Stockholm, Sweden	$355M	+$10.3M	12	22.35%	Increased
412	OMERS Administration Corp Toronto, Ontario, Canada	$348M	-$43.9M	9	3.47%	Reduced
413	London Company of Virginia Richmond, Virginia	$347M	-$4.27M	4	2.86%	Reduced
414	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$346M	+$24.1M	15	7.17%	Increased
415	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$344M	-$13.8M	10	9.68%	Reduced
416	AWM Ashmore Wealth Management Wilmington, Delaware	$343M	-$40.3M	1	21.66%	Reduced
417	Close Asset Management London, United Kingdom	$342M	+$9.07M	9	30.2%	Increased
418	Cullen/Frost Bankers San Antonio, Texas	$335M	-$6.25M	12	9.93%	Reduced
419	Brandywine Global Investment Management Philadelphia, Pennsylvania	$329M	-$35.7M	5	2.42%	Reduced
420	Lakewood Capital Management New York	$329M	-$38.5M	2	11.21%	Reduced
421	Stockbridge Partners Boston, Massachusetts	$328M	+$129M	1	13.02%	Increased
422	Carson Wealth (CWM LLC) Omaha, Nebraska	$325M	+$841K	23	2.59%	Increased
423	Mondrian Investment Partners London, United Kingdom	$323M	+$6.6M	2	10.43%	Increased
424	Wolverine Trading Chicago, Illinois	$321M	-$53.4M	21	0.92%	Reduced
425	Antipodes Partners Royal Exchange, Australia	$319M	+$60.7M	2	15.22%	Increased