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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	Cullen/Frost Bankers San Antonio, Texas	$567M	+$1.55M	13	13.07%	Increased
402	Personal Capital Advisors Redwood City, California	$567M	+$59M	12	3.62%	Increased
403	Crake Asset Management London, United Kingdom	$561M	+$50.6M	4	20.95%	Increased
404	AP Altarock Partners West Palm Beach, Florida	$561M	-$68.9M	1	23.5%	Reduced
405	FAS Formuepleje A/S Aarhus C, Denmark	$560M	+$111M	5	23.74%	Increased
406	Ossiam Paris, France	$559M	+$104M	10	19.52%	Increased
407	Congress Asset Management Boston, Massachusetts	$559M	+$5.66M	6	5.27%	Increased
408	Liontrust Investment Partners London, United Kingdom	$557M	+$539M	9	11.23%	New
409	CFM Coronation Fund Managers Cape Town, South Africa	$557M	+$79.8M	5	17.7%	Increased
410	Tocqueville Asset Management New York	$552M	-$16.1M	14	9.21%	Reduced
411	AGF Investments Inc Toronto, Ontario, Canada	$552M	+$50M	13	4.7%	Increased
412	Clal Insurance Tel-Aviv, Israel	$545M	-$67.5M	5	7.4%	Reduced
413	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$544M	-$977K	4	50.9%	Reduced
414	Daiwa Securities Group Tokyo, Japan	$536M	+$29.8M	19	4.14%	Increased
415	MVIP Mar Vista Investment Partners Los Angeles, California	$534M	-$38.5M	5	13.21%	Reduced
416	MC Maplelane Capital New York	$531M	-$321M	7	6.7%	Reduced
417	Silvercrest Asset Management New York	$530M	-$13.3M	9	3.87%	Reduced
418	MC Martin Currie Edinburgh, United Kingdom	$528M	+$104M	3	19.41%	Increased
419	GCM Gladstone Capital Management London, United Kingdom	$527M	-$82.4M	3	29.11%	Reduced
420	Douglas Lane & Associates New York	$520M	-$24.3M	8	8.71%	Reduced
421	Norinchukin Bank Tokyo, Japan	$516M	-$7.55M	10	7.35%	Reduced
422	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$515M	+$49.1M	11	13.8%	Increased
423	Williams Jones Wealth Management New York	$512M	-$25.5M	8	8.35%	Reduced
424	Thornburg Investment Management Santa Fe, New Mexico	$508M	-$241M	7	6.02%	Reduced
425	CAM ClariVest Asset Management San Diego, California	$505M	-$66.9M	9	17.21%	Reduced