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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	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$417M	-$37M	11	14.89%	Reduced
427	HM Payson & Co Portland, Maine	$415M	-$16.8M	15	13.92%	Reduced
428	Nikko Asset Management Americas New York	$413M	-$46M	5	5.41%	Reduced
429	MAI Capital Management Independence, Ohio	$412M	+$35.7M	8	12.93%	Increased
430	South Dakota Investment Council Sioux Falls, South Dakota	$409M	-$10.3M	7	9.51%	Reduced
431	MC Maplelane Capital New York	$409M	+$12.6M	4	7.68%	Increased
432	MC Martin Currie Edinburgh, United Kingdom	$408M	-$117M	3	25.15%	Reduced
433	Gates Foundation Trust Kirkland, Washington	$408M	$0	4	2.28%	Maintained
434	Personal Capital Advisors Redwood City, California	$407M	-$11.3M	11	3.36%	Reduced
435	Dragoneer Investment Group San Francisco, California	$407M	-$381M	2	13.47%	Reduced
436	GCM Gladstone Capital Management London, United Kingdom	$406M	+$58.1M	4	32.16%	Increased
437	OA Oak Associates Akron, Ohio	$405M	-$30.8M	9	27.22%	Reduced
438	Moore Capital Management New York	$404M	+$143M	4	10.86%	Increased
439	Gabelli Funds Rye, New York	$401M	+$15.6M	7	3.27%	Increased
440	Oppenheimer & Co New York	$398M	-$13.5M	18	10.31%	Reduced
441	CIP Champlain Investment Partners Burlington, Vermont	$398M	-$6.61M	3	2.86%	Reduced
442	E. Ohman J:or Asset Management Stockholm, Sweden	$398M	+$15.2M	11	22.82%	Increased
443	Haverford Trust Company Radnor, Pennsylvania	$395M	+$1.23M	7	6.78%	Increased
444	Bartlett & Co Wealth Management Cincinnati, Ohio	$394M	-$16.6M	12	10.29%	Reduced
445	Bartlett & Co Cincinnati, Ohio	$394M	-$16.8M	12	10.29%	Reduced
446	Whittier Trust South Pasadena, California	$385M	+$11.2M	19	10.68%	Increased
447	DF Dent & Co Baltimore, Maryland	$383M	-$25.4M	6	5.78%	Reduced
448	Edmond de Rothschild Holding Chambesy, Switzerland	$379M	+$26M	16	15.58%	Increased
449	Vaughan Nelson Investment Management Houston, Texas	$378M	+$41.9M	2	5.4%	Increased
450	Construction & Building Unions Superannuation Fund Melbourne, Australia	$376M	+$13.6M	5	34.28%	Increased