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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	Unisphere Establishment Vaduz, Liechtenstein	$755M	+$714M	4	7.81%	New
402	Atalanta Sosnoff Capital New York	$745M	-$15.9M	7	19.21%	Reduced
403	iA Global Asset Management Quebec, Quebec, Canada	$739M	+$77.3M	9	17.08%	Increased
404	Whittier Trust South Pasadena, California	$721M	-$3.61M	23	11.69%	Reduced
405	Stockbridge Partners Boston, Massachusetts	$719M	-$23.7M	2	15.37%	Reduced
406	FAM Foxhaven Asset Management Charlottesville, Virginia	$712M	+$73.9M	3	20.42%	Increased
407	ABN AMRO Investment Solutions Paris Cedex 008,	$710M	+$6.34M	10	12.48%	Increased
408	Groupama Asset Management Paris, France	$705M	+$668M	12	18.36%	New
409	Haverford Trust Company Radnor, Pennsylvania	$703M	+$2.9M	6	7.8%	Increased
410	D1 Capital Partners New York	$702M	-$303M	3	12.33%	Reduced
411	CM Cercano Management Bellevue, Washington	$700M	+$12.9M	4	23.12%	Increased
412	Carson Wealth (CWM LLC) Omaha, Nebraska	$699M	+$69.2M	31	3.76%	Increased
413	BAMCO Inc New York	$699M	-$68.6M	8	1.86%	Reduced
414	Saturna Capital Bellingham, Washington	$696M	+$70.2M	5	10.85%	Increased
415	Voyager Global Management New York	$691M	-$70.4M	3	33.01%	Reduced
416	Zevenbergen Capital Investments Edmonds, Washington	$691M	-$29.4M	7	15.9%	Reduced
417	Douglass Winthrop Advisors New York	$680M	-$10M	6	15.19%	Reduced
418	Capital Wealth Planning Naples, Florida	$678M	+$140M	7	7.76%	Increased
419	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$676M	-$29.9M	3	2.38%	Reduced
420	Ruane, Cunniff & Goldfarb New York	$667M	-$22.6M	3	10.66%	Reduced
421	Welch & Forbes Boston, Massachusetts	$662M	-$1.38M	7	9.99%	Reduced
422	HM Payson & Co Portland, Maine	$660M	+$29M	16	13.67%	Increased
423	Commerzbank Aktiengesellschaft Frankfurt, Germany	$657M	+$9.9M	7	26.11%	Increased
424	WorldQuant Millennium Advisors New York	$657M	-$53.6M	8	9.19%	Reduced
425	ARK Investment Management St. Petersburg, Florida	$655M	+$12.8M	7	3.88%	Increased