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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	Waverton Investment Management London, United Kingdom	$375M	-$32.6M	3	20.34%	Reduced
452	Fiduciary Trust Boston, Massachusetts	$373M	+$1.87M	9	9.23%	Increased
453	Welch & Forbes Boston, Massachusetts	$373M	+$4.98M	9	8.73%	Increased
454	Douglass Winthrop Advisors New York	$369M	+$2.77M	8	13.77%	Increased
455	TP Thunderbird Partners London, United Kingdom	$367M	-$10.3M	3	52.3%	Reduced
456	Private Advisor Group Morristown, New Jersey	$367M	+$53M	28	5.09%	Increased
457	RE RBC Europe London, United Kingdom	$366M	+$15.7M	14	28.34%	Increased
458	Bridges Investment Management Omaha, Nebraska	$366M	-$4.8M	6	13.36%	Reduced
459	SGAM Smith Group Asset Management Dallas, Texas	$366M	-$101M	7	20.18%	Reduced
460	Beck Mack & Oliver New York	$365M	-$10.1M	5	13.58%	Reduced
461	Ariel Investments Chicago, Illinois	$365M	-$8.09M	3	5.56%	Reduced
462	WorldQuant Millennium Advisors New York	$364M	-$76.6M	11	8.39%	Reduced
463	Oppenheimer Asset Management New York	$364M	-$4.56M	14	7.51%	Reduced
464	Ferguson Wellman Capital Management Portland, Oregon	$360M	+$2.07M	8	11%	Increased
465	SC SRB Corp Boston, Massachusetts	$359M	+$646K	4	29.39%	Increased
466	FAS Formuepleje A/S Aarhus C, Denmark	$358M	+$90.9M	5	18.05%	Increased
467	SAM Securian Asset Management St Paul, Minnesota	$358M	-$22M	11	9.16%	Reduced
468	MML Investors Services Springfield, Massachusetts	$354M	+$38.4M	18	4.74%	Increased
469	Country Trust Bank Bloomington, Illinois	$354M	-$59.5M	10	14.25%	Reduced
470	TBC Tweedy, Browne Co Stamford, Connecticut	$352M	-$5.78M	2	14.04%	Reduced
471	Dorsal Capital Management Redwood City, California	$349M	-$56M	3	21.56%	Reduced
472	Cincinnati Insurance Fairfield, Ohio	$348M	$0	2	9.31%	Maintained
473	EC Eminence Capital New York	$348M	-$218M	3	3.45%	Reduced
474	C Consulta London, United Kingdom	$348M	-$16.7M	3	26.26%	Reduced
475	Nicholas Company Milwaukee, Wisconsin	$347M	-$41.7M	5	7.98%	Reduced