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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	Beck Mack & Oliver New York	$295M	-$10.5M	7	10.4%	Reduced
452	Securian Asset Management St Paul, Minnesota	$295M	-$4.6M	11	6.77%	Reduced
453	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$292M	-$18.4M	19	4.25%	Reduced
454	Congress Asset Management Boston, Massachusetts	$289M	-$3.62M	6	3.72%	Reduced
455	Gabelli Funds Rye, New York	$288M	+$10.2M	7	1.9%	Increased
456	Nikko Asset Management Americas New York	$287M	-$57.3M	4	5.11%	Reduced
457	ING Group Amsterdam, Netherlands	$286M	-$625M	7	7.27%	Reduced
458	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$286M	-$78M	3	32.18%	Reduced
459	ROIC Route One Investment Company San Francisco, California	$285M	+$3.08M	2	8.6%	Increased
460	LGT Capital Partners Pfaeffikon, Switzerland	$281M	+$40.7M	4	18.54%	Increased
461	Fiduciary Trust Boston, Massachusetts	$280M	+$3.39M	10	7.03%	Increased
462	Bradley Foster & Sargent Hartford, Connecticut	$279M	-$10.6M	9	9.3%	Reduced
463	Edmond de Rothschild Holding Chambesy, Switzerland	$278M	+$2.27M	12	11.13%	Increased
464	Nicholas Company Milwaukee, Wisconsin	$276M	+$10.1M	5	6.23%	Increased
465	SRS Investment Management New York	$274M	$0	1	7.4%	Maintained
466	Saratoga Research & Investment Management Saratoga, California	$274M	-$1.42M	6	17.67%	Reduced
467	Black Creek Investment Management Toronto, Ontario, Canada	$272M	+$23.3M	2	9.52%	Increased
468	Squarepoint New York	$270M	+$46.4M	14	2.41%	Increased
469	Welch & Forbes Boston, Massachusetts	$269M	+$6M	9	6.43%	Increased
470	VM Valinor Management New York	$267M	-$72.6M	4	18.08%	Reduced
471	Cincinnati Insurance Fairfield, Ohio	$267M	+$1.98M	2	7.03%	Increased
472	Gofen & Glossberg Chicago, Illinois	$267M	+$316K	7	8.99%	Increased
473	DCM Dupont Capital Management Wilmington, Delaware	$266M	-$21M	11	6.1%	Reduced
474	Rothschild & Co Asset Management US Stamford, Connecticut	$265M	-$20.7M	6	2.87%	Reduced
475	Whittier Trust South Pasadena, California	$265M	+$4.44M	17	7.58%	Increased