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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	Creative Planning Overland Park, Kansas	$223M	+$10.1M	20	1.22%	Increased
427	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$223M	+$12.8M	10	4.66%	Increased
428	USSCPF United States Steel & Carnegie Pension Fund New York	$220M	$0	3	6.9%	Maintained
429	BAM Baring Asset Management London, United Kingdom	$220M	+$39M	4	15.37%	Increased
430	Stonehage Fleming Financial Services St. Helier, Jersey	$220M	-$8.66M	9	14.09%	Reduced
431	Brandes Investment Partners La Jolla, California	$217M	+$5.02M	3	3.22%	Increased
432	Ruffer LLP London, United Kingdom	$215M	-$70.9M	3	12.86%	Reduced
433	DL Delta Lloyd Amsterdam, Netherlands	$215M	-$3.86M	8	6.46%	Reduced
434	Evercore Wealth Management New York	$215M	+$246K	12	8.4%	Increased
435	Menora Mivtachim Holdings Ramat Gan, Israel	$214M	+$36M	5	10.83%	Increased
436	Santa Barbara Asset Management Los Angeles, California	$213M	+$3.6M	1	3.66%	Increased
437	Beck Mack & Oliver New York	$212M	-$4.48M	6	7.41%	Reduced
438	Första AP-fonden Stockholm, Sweden	$211M	+$10.9M	7	6.77%	Increased
439	Davenport & Co Richmond, Virginia	$209M	-$1.21M	8	2.99%	Reduced
440	Wolverine Trading Chicago, Illinois	$208M	+$25.7M	12	1.15%	Increased
441	Great Lakes Advisors Chicago, Illinois	$207M	-$22.1M	8	5.32%	Reduced
442	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$205M	+$13.9M	5	5.12%	Increased
443	DCM Dupont Capital Management Wilmington, Delaware	$205M	+$2.66M	11	4.54%	Increased
444	TP Thunderbird Partners London, United Kingdom	$204M	+$12M	2	22.78%	Increased
445	SRIM Saratoga Research & Investment Management Saratoga, California	$204M	+$1.86M	5	16.95%	Increased
446	WAM World Asset Management Detroit, Michigan	$201M	+$27.5M	12	6.52%	Increased
447	HCM Hitchwood Capital Management New York	$201M	-$142M	2	7.47%	Reduced
448	MICM Matthews International Capital Management San Francisco, California	$201M	-$10.2K	1	10.22%	Reduced
449	Bradley Foster & Sargent Hartford, Connecticut	$200M	+$1.31M	10	8.06%	Increased
450	Avalon Investment & Advisory Houston, Texas	$197M	-$15.5M	9	6.76%	Reduced