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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	Douglass Winthrop Advisors New York	$480M	-$3.06M	9	12.87%	Reduced
452	Bartlett & Co Cincinnati, Ohio	$479M	-$3.03M	13	9.63%	Reduced
453	Bartlett & Co Wealth Management Cincinnati, Ohio	$479M	-$3.03M	13	9.62%	Reduced
454	HM Payson & Co Portland, Maine	$478M	-$28M	20	12.73%	Reduced
455	CM Conifer Management New York	$473M	+$196M	2	29.1%	Increased
456	Haverford Trust Company Radnor, Pennsylvania	$470M	+$12.1M	7	6.02%	Increased
457	HCM HMI Capital Management San Francisco, California	$470M	+$25.8M	2	16.75%	Increased
458	CAM ClariVest Asset Management San Diego, California	$468M	-$60.3M	9	16.56%	Reduced
459	CCP Cryder Capital Partners London, United Kingdom	$466M	+$34.4M	3	33.3%	Increased
460	RE RBC Europe London, United Kingdom	$464M	+$11.7M	16	24.93%	Increased
461	Bel Air Investment Advisors Los Angeles, California	$464M	+$453M	13	14.62%	New
462	MVP Miller Value Partners Sarasota, Florida	$463M	+$58.4K	5	11.99%	Increased
463	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$463M	+$4.93M	3	1.48%	Increased
464	HCM Hitchwood Capital Management New York	$463M	-$3.28M	7	10.55%	Reduced
465	Welch & Forbes Boston, Massachusetts	$462M	+$2.17M	11	8.52%	Increased
466	Oppenheimer Asset Management New York	$461M	+$24.3M	18	7.15%	Increased
467	LFDLE La Financiere de L'Echiquier Paris, France	$457M	+$86.4M	8	18.46%	Increased
468	Oppenheimer & Co New York	$456M	-$8.84M	20	9.09%	Reduced
469	WorldQuant Millennium Advisors New York	$454M	+$12.9M	11	9.65%	Increased
470	AEPI AH Equity Partners III Menlo Park, California	$453M	+$445M	1	77.37%	New
471	Shelton Capital Management Denver, Colorado	$453M	+$97.6M	10	15.75%	Increased
472	Dorsal Capital Management Redwood City, California	$452M	+$14.3M	3	22.95%	Increased
473	Alphinity Investment Management Sydney, Australia	$450M	+$213M	3	21.02%	Increased
474	Fiduciary Trust Boston, Massachusetts	$450M	-$6.31M	9	9.13%	Reduced
475	Mirova US Boston, Massachusetts	$449M	+$19.8M	4	15.64%	Increased