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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	Alyeska Investment Group Chicago, Illinois	$341M	-$33.9M	9	4.5%	Reduced
427	TBC Tweedy, Browne Co Stamford, Connecticut	$341M	-$1.69M	2	12.32%	Reduced
428	Ariel Investments Chicago, Illinois	$340M	-$10.1M	2	4.27%	Reduced
429	FFA First Foundation Advisors Irvine, California	$340M	+$3.72M	7	16.81%	Increased
430	Bartlett & Co Wealth Management Cincinnati, Ohio	$340M	-$1.99M	12	8.28%	Reduced
431	AIMH AIA Investment Management (HK) Hong Kong	$335M	+$296M	1	62.87%	New
432	SCM Suvretta Capital Management New York	$335M	+$314M	2	7.62%	New
433	Haverford Trust Company Radnor, Pennsylvania	$333M	-$1.35M	7	5.39%	Reduced
434	Country Trust Bank Bloomington, Illinois	$330M	+$5.64M	10	13%	Increased
435	Gabelli Funds Rye, New York	$326M	+$8.29M	7	2.11%	Increased
436	ING Group Amsterdam, Netherlands	$325M	+$17.2M	9	9.89%	Increased
437	Carson Wealth (CWM LLC) Omaha, Nebraska	$325M	$0	23	2.59%	Maintained
438	OMERS Administration Corp Toronto, Ontario, Canada	$324M	-$60.6M	6	3.73%	Reduced
439	Moore Capital Management New York	$321M	+$126M	4	10.48%	Increased
440	IFM Investors Melbourne, Australia	$320M	-$11.9M	13	11.29%	Reduced
441	Beck Mack & Oliver New York	$320M	-$8.75M	5	10.57%	Reduced
442	CAPTRUST Financial Advisors Raleigh, North Carolina	$320M	+$192M	11	5.05%	Increased
443	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$319M	+$305M	14	10.09%	New
444	Nikko Asset Management Americas New York	$316M	-$5.47M	4	4.98%	Reduced
445	Brandywine Global Investment Management Philadelphia, Pennsylvania	$316M	-$3.78M	6	2.22%	Reduced
446	BWA Brave Warrior Advisors New York	$314M	-$77.7M	2	16.6%	Reduced
447	DCM Dupont Capital Management Wilmington, Delaware	$313M	+$15.7M	11	7.01%	Increased
448	Verition Fund Management Greenwich, Connecticut	$312M	+$280M	14	5.68%	Increased
449	Waverton Investment Management London, United Kingdom	$312M	-$27.3M	3	16.13%	Reduced
450	SAM Securian Asset Management St Paul, Minnesota	$312M	-$8.95M	11	6.88%	Reduced