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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	Atalanta Sosnoff Capital New York	$661M	+$21M	7	19.58%	Increased
402	Rokos Capital Management (UK) London, United Kingdom	$660M	+$113M	6	4.79%	Increased
403	MIS Morningstar Investment Services Chicago, Illinois	$657M	+$168K	7	8.42%	Increased
404	Williams Jones Wealth Management New York	$652M	+$15.9M	9	10.02%	Increased
405	Ruane, Cunniff & Goldfarb New York	$646M	-$40.2M	4	10.73%	Reduced
406	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$645M	$0	2	33.11%	Maintained
407	ABN AMRO Investment Solutions Paris Cedex 008,	$637M	+$61.1M	11	12.46%	Increased
408	Whittier Trust South Pasadena, California	$632M	+$19.4M	27	11.23%	Increased
409	QRG Capital Management Chicago, Illinois	$628M	+$647M	16	10.89%	New
410	Independent Franchise Partners London, United Kingdom	$625M	-$431M	1	5.42%	Reduced
411	Stockbridge Partners Boston, Massachusetts	$624M	-$49.1M	2	13.87%	Reduced
412	Haverford Trust Company Radnor, Pennsylvania	$621M	-$11.9M	6	7.57%	Reduced
413	WI Wafra Inc New York	$619M	+$102M	6	20.63%	Increased
414	WorldQuant Millennium Advisors New York	$617M	+$87.8M	9	9.53%	Increased
415	CCP Cryder Capital Partners London, United Kingdom	$617M	-$4.89M	3	29.82%	Reduced
416	Zevenbergen Capital Investments Edmonds, Washington	$611M	-$53.4M	7	15.62%	Reduced
417	LCP LGT Capital Partners Pfaeffikon, Switzerland	$610M	+$3.14M	3	21.96%	Increased
418	Douglass Winthrop Advisors New York	$607M	-$15M	6	15.03%	Reduced
419	Antipodes Partners Royal Exchange, Australia	$606M	+$13M	5	19.46%	Increased
420	Achmea Investment Management Zeist, Netherlands	$604M	+$8.64M	13	13.17%	Increased
421	Troy Asset Management London, United Kingdom	$603M	-$4.53M	2	18.94%	Reduced
422	Sculptor Capital New York	$594M	-$25.1M	3	11.94%	Reduced
423	CM Cercano Management Bellevue, Washington	$586M	+$11.5M	5	20.82%	Increased
424	Perpetual Ltd Sydney, New South Wales, Australia	$585M	-$39.3M	9	6.05%	Reduced
425	Welch & Forbes Boston, Massachusetts	$581M	-$4.01M	8	9.61%	Reduced