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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	Nomura Holdings Tokyo, Japan	$1.19B	+$439M	18	1.84%	Increased
402	Third Point New York	$1.19B	+$380M	2	13.2%	Increased
403	HM Payson & Co Portland, Maine	$1.18B	-$5.49M	19	17.01%	Reduced
404	Bartlett & Co Wealth Management Cincinnati, Ohio	$1.17B	-$14.4M	15	15.54%	Reduced
405	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.17B	+$536M	13	10.53%	Increased
406	Quilter Plc London, United Kingdom	$1.16B	+$24.4M	6	19.97%	Increased
407	Aware Super Sydney, Australia	$1.16B	+$10.4M	9	15.92%	Increased
408	Edmond de Rothschild Holding Chambesy, Switzerland	$1.15B	-$104M	16	17.78%	Reduced
409	Evercore Wealth Management New York	$1.14B	-$16.4M	9	16.76%	Reduced
410	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.14B	-$93M	4	12.21%	Reduced
411	&Partners Nashville, Tennessee	$1.14B	+$150M	20	7.29%	Increased
412	ValueAct Holdings San Francisco, California	$1.14B	+$283M	2	19.15%	Increased
413	Impax Asset Management Group London, United Kingdom	$1.13B	-$143M	8	6.62%	Reduced
414	OP Asset Management Helsinki,	$1.13B	+$31.7M	18	14.92%	Increased
415	Yousif Capital Management Bloomfield Hills, Michigan	$1.13B	-$39.5M	20	12.03%	Reduced
416	SCGE Management Menlo Park, California	$1.12B	+$119M	4	21.88%	Increased
417	Cresset Asset Management Chicago, Illinois	$1.12B	+$25.3M	20	4.87%	Increased
418	Wealthfront Advisers Palo Alto, California	$1.12B	+$42.5M	15	2.62%	Increased
419	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$1.12B	-$786M	16	16.94%	Reduced
420	GQG Partners Ft. Lauderdale, Florida	$1.11B	-$2.29B	3	1.7%	Reduced
421	AE Wealth Management Topeka, Kansas	$1.1B	+$89.8M	17	7.04%	Increased
422	Longview Partners St Peter Port, Guernsey	$1.1B	-$996M	2	11.5%	Reduced
423	Raiffeisen Bank International Vienna, Austria	$1.1B	+$11.1M	17	14.57%	Increased
424	Cullen/Frost Bankers San Antonio, Texas	$1.1B	-$29.1M	21	12.76%	Reduced
425	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$1.09B	-$32.5M	2	24.24%	Reduced