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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	FFM Fullerton Fund Management Singapore	$312M	+$23.7M	4	65.48%	Increased
452	SRS Investment Management New York	$311M	$0	1	7.45%	Maintained
453	SSM Sound Shore Management Greenwich, Connecticut	$310M	+$72.6M	3	7.25%	Increased
454	Edmond de Rothschild Holding Chambesy, Switzerland	$309M	+$7.35M	12	12.19%	Increased
455	Congress Asset Management Boston, Massachusetts	$309M	-$8.38M	6	3.76%	Reduced
456	AP Altarock Partners West Palm Beach, Florida	$308M	+$297M	1	19.06%	New
457	Balyasny Asset Management Chicago, Illinois	$307M	-$113M	8	1.82%	Reduced
458	Nicholas Company Milwaukee, Wisconsin	$306M	+$1.98M	5	6.45%	Increased
459	Bradley Foster & Sargent Hartford, Connecticut	$306M	-$940K	9	9.44%	Reduced
460	Achmea Investment Management Zeist, Netherlands	$305M	-$29.8M	13	11.76%	Reduced
461	LCM Lakewood Capital Management New York	$304M	-$65.2M	3	10.75%	Reduced
462	Fiduciary Trust Boston, Massachusetts	$303M	-$3.03M	9	7.06%	Reduced
463	Welch & Forbes Boston, Massachusetts	$301M	+$4.2M	9	6.71%	Increased
464	MAI Capital Management Independence, Ohio	$301M	+$185M	8	9.76%	Increased
465	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$301M	+$36.1M	2	9.44%	Increased
466	Personal Capital Advisors Redwood City, California	$300M	+$52M	12	2.52%	Increased
467	DF Dent & Co Baltimore, Maryland	$299M	+$20.1M	7	5.05%	Increased
468	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$295M	+$6.09M	1	69.11%	Increased
469	Whittier Trust South Pasadena, California	$294M	+$4.93M	16	7.73%	Increased
470	Oppenheimer & Co New York	$294M	+$9.99M	17	7.27%	Increased
471	Construction & Building Unions Superannuation Fund Melbourne, Australia	$293M	+$14.3M	5	30.04%	Increased
472	WorldQuant Millennium Advisors New York	$290M	-$46.5M	9	5.56%	Reduced
473	LCP LGT Capital Partners Pfaeffikon, Switzerland	$289M	-$7.58M	4	17.15%	Reduced
474	Rothschild & Co Asset Management US Stamford, Connecticut	$289M	-$946K	6	3.01%	Reduced
475	Cincinnati Insurance Fairfield, Ohio	$288M	$0	2	7.1%	Maintained