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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	TP Thunderbird Partners London, United Kingdom	$314M	+$160M	3	49.16%	Increased
452	Waverton Investment Management London, United Kingdom	$310M	-$7.1M	3	20.11%	Reduced
453	E. Ohman J:or Asset Management Stockholm, Sweden	$310M	-$55.5M	11	22.72%	Reduced
454	MC Maplelane Capital New York	$308M	+$173M	5	14.14%	Increased
455	SG Americas Securities New York	$308M	-$529M	20	2.89%	Reduced
456	Gabelli Funds Rye, New York	$303M	+$1.89M	7	2.7%	Increased
457	Driehaus Capital Management Chicago, Illinois	$301M	+$60.9M	12	10.07%	Increased
458	AIMH AIA Investment Management (HK) Hong Kong	$301M	$0	1	62.93%	Maintained
459	ROIC Route One Investment Company San Francisco, California	$301M	+$60.2M	2	9.86%	Increased
460	IFM Investors Melbourne, Australia	$301M	-$10.2M	13	13.46%	Reduced
461	Nicholas Company Milwaukee, Wisconsin	$299M	+$4.54M	5	8.47%	Increased
462	Beck Mack & Oliver New York	$299M	-$2.87M	5	13.28%	Reduced
463	Cardano Risk Management Rotterdam, Netherlands	$298M	-$165M	4	70.6%	Reduced
464	FFM Fullerton Fund Management Singapore	$298M	+$12.3M	3	56.74%	Increased
465	Personal Capital Advisors Redwood City, California	$298M	+$8.13M	12	2.94%	Increased
466	SAM Securian Asset Management St Paul, Minnesota	$296M	-$5.27M	11	8.34%	Reduced
467	TBC Tweedy, Browne Co Stamford, Connecticut	$294M	-$2.5M	2	13.64%	Reduced
468	Edmond de Rothschild Holding Chambesy, Switzerland	$293M	+$14.4M	13	15.34%	Increased
469	Ariel Investments Chicago, Illinois	$292M	-$49.3M	2	5.13%	Reduced
470	MAI Capital Management Independence, Ohio	$292M	+$2.41M	8	11.92%	Increased
471	DF Dent & Co Baltimore, Maryland	$292M	+$7.35M	6	5.62%	Increased
472	Oppenheimer Asset Management New York	$291M	+$65.6M	19	7.15%	Increased
473	TC Tairen Capital Hong Kong	$290M	+$183M	2	31.48%	Increased
474	Welch & Forbes Boston, Massachusetts	$290M	+$4.57M	9	8.09%	Increased
475	Bradley Foster & Sargent Hartford, Connecticut	$289M	-$5.32M	8	11.58%	Reduced