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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
426	Winton Group London, United Kingdom	$217M	+$23.6M	7	3.73%	Increased
427	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$216M	$0	1	19.51%	Maintained
428	FAM Foxhaven Asset Management Charlottesville, Virginia	$216M	$0	2	20.62%	Maintained
429	Waverton Investment Management London, United Kingdom	$215M	+$13.1M	6	14.44%	Increased
430	NTC NF Trinity Capital Central, Hong Kong	$213M	-$32.5M	3	23.79%	Reduced
431	Moore Capital Management New York	$212M	+$72.2M	5	7.3%	Increased
432	MSA Mason Street Advisors Milwaukee, Wisconsin	$211M	+$289K	10	6.02%	Increased
433	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$211M	-$17.1M	3	7.92%	Reduced
434	HCM Hoplite Capital Management New York	$209M	-$32.1M	3	9.58%	Reduced
435	Nicholas Company Milwaukee, Wisconsin	$208M	-$17.1M	3	4.57%	Reduced
436	MICM Matthews International Capital Management San Francisco, California	$208M	-$1.18M	1	8.56%	Reduced
437	Homestead Advisers Arlington, Virginia	$207M	+$1.81M	2	3.44%	Increased
438	Williams Jones & Associates New York	$207M	+$7.53M	6	6.06%	Increased
439	Troy Asset Management London, United Kingdom	$206M	+$4.22M	2	11%	Increased
440	DCM Dupont Capital Management Wilmington, Delaware	$206M	-$1.65M	9	4.61%	Reduced
441	VanEck Associates New York	$205M	+$55.1M	9	0.96%	Increased
442	Stonehage Fleming Financial Services St. Helier, Jersey	$204M	+$3.45M	8	12.08%	Increased
443	SCM Sirios Capital Management Boston, Massachusetts	$202M	-$30M	3	11.29%	Reduced
444	TCP Tourbillon Capital Partners New York	$201M	-$72.9M	1	4.11%	Reduced
445	Huntington National Bank Columbus, Ohio	$199M	+$32.4M	12	3.7%	Increased
446	Wolverine Trading Chicago, Illinois	$199M	-$34.4M	13	0.93%	Reduced
447	Crossmark Global Holdings Houston, Texas	$198M	+$161M	12	5.11%	New
448	Beck Mack & Oliver New York	$198M	-$11.1M	6	7.13%	Reduced
449	H Hexavest Montreal, Quebec, Canada	$198M	-$12.2M	5	3.37%	Reduced
450	SCCM Schafer Cullen Capital Management New York	$198M	-$7.57M	2	2.38%	Reduced