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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
451	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$236M	+$23.6M	3	40.24%	Increased
452	SD Sumway Development Shanghai, China	$235M	+$1.47M	2	54.95%	Increased
453	Evercore Wealth Management New York	$234M	-$3.32M	13	9.11%	Reduced
454	Beck Mack & Oliver New York	$232M	-$7.88M	6	7.64%	Reduced
455	Cornerstone Investment Partners Atlanta, Georgia	$232M	-$1.68M	5	10.16%	Reduced
456	Edmond de Rothschild Holding Chambesy, Switzerland	$231M	+$14.5M	14	6.58%	Increased
457	Douglas Lane & Associates New York	$230M	+$31.4M	6	5.27%	Increased
458	Ladenburg Thalmann Financial Services Miami, Florida	$225M	+$7.2M	21	2.45%	Increased
459	EC EMS Capital New York	$225M	$0	5	18.77%	Maintained
460	Amalgamated Bank New York	$225M	+$4.07M	14	7%	Increased
461	Advisors Asset Management Monument, Colorado	$225M	+$7.74M	11	3.77%	Increased
462	GH GAM Holding Zurich, Switzerland	$224M	-$422M	12	9.44%	Reduced
463	SRIM Saratoga Research & Investment Management Saratoga, California	$223M	-$264K	5	17.04%	Reduced
464	NIMC NWQ Investment Management Company Los Angeles, California	$223M	-$68.4M	3	2.72%	Reduced
465	DCM Dupont Capital Management Wilmington, Delaware	$222M	-$15.4M	12	5.05%	Reduced
466	SAM Sentinel Asset Management Montpelier, Vermont	$222M	-$3.06M	5	5.32%	Reduced
467	Alyeska Investment Group Chicago, Illinois	$222M	-$93.9M	4	1.65%	Reduced
468	CFM Coronation Fund Managers Cape Town, South Africa	$221M	-$7.18M	4	6.61%	Reduced
469	Brighton Jones LLC Seattle, Washington	$221M	+$34.4M	8	28.46%	Increased
470	Ariel Investments Chicago, Illinois	$220M	+$8.81M	3	2.56%	Increased
471	MCM McKinley Capital Management Anchorage, Alaska	$220M	-$93.6M	5	8.97%	Reduced
472	Carmignac Gestion Paris, France	$219M	-$112M	1	1.68%	Reduced
473	AIM Allen Investment Management New York	$219M	+$9.71M	5	9.99%	Increased
474	Country Trust Bank Bloomington, Illinois	$218M	+$15.7M	9	9.85%	Increased
475	Antipodes Partners Royal Exchange, Australia	$217M	+$107M	3	15.94%	Increased