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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	BCP BSN Capital Partners London, United Kingdom	$648M	+$187M	3	66.72%	Increased
402	E. Ohman J:or Asset Management Stockholm, Sweden	$647M	-$27.7M	12	20.33%	Reduced
403	CCP Cryder Capital Partners London, United Kingdom	$646M	+$61.6M	3	32.25%	Increased
404	CCLA Investment Management London, United Kingdom	$644M	+$26.6M	3	10.66%	Increased
405	CIP Champlain Investment Partners Burlington, Vermont	$640M	+$231M	2	3.06%	Increased
406	Douglas Lane & Associates New York	$631M	-$8.71M	8	9.04%	Reduced
407	Laurion Capital Management New York	$629M	+$64.4M	10	2.65%	Increased
408	AEPI AH Equity Partners III Menlo Park, California	$626M	-$166M	1	77.21%	Reduced
409	Gabelli Funds Rye, New York	$625M	+$1.77M	11	4.14%	Increased
410	MML Investors Services Springfield, Massachusetts	$622M	+$26.9M	20	4.95%	Increased
411	SI Standard Investments New York	$622M	+$37.6M	2	19.17%	Increased
412	Munro Partners Melbourne, Australia	$619M	-$38.7M	3	21.18%	Reduced
413	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$613M	-$16.5M	8	22.75%	Reduced
414	LFDLE La Financiere de L'Echiquier Paris, France	$612M	+$51.3M	8	20.52%	Increased
415	TIAA FSB Jacksonville, Florida	$610M	-$1.09M	7	2.12%	Reduced
416	Tocqueville Asset Management New York	$610M	-$43.4M	13	9.03%	Reduced
417	FAS Formuepleje A/S Aarhus C, Denmark	$609M	+$1.73M	6	24.39%	Increased
418	Douglass Winthrop Advisors New York	$607M	+$22.7M	9	14.87%	Increased
419	SAM Shell Asset Management The Hague, Netherlands	$606M	-$213M	19	13.6%	Reduced
420	Dai-ichi Life Insurance Company Tokyo, Japan	$604M	-$44.8M	14	7.84%	Reduced
421	FFA First Foundation Advisors Irvine, California	$600M	+$7.79M	10	22.41%	Increased
422	Bartlett & Co Wealth Management Cincinnati, Ohio	$600M	-$2.69M	12	11.44%	Reduced
423	Bartlett & Co Cincinnati, Ohio	$600M	-$2.69M	12	11.45%	Reduced
424	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$597M	+$26.1M	3	1.98%	Increased
425	Whittier Trust South Pasadena, California	$595M	-$3.7M	20	10.84%	Reduced