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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	MIM Meridiem Investment Management London, United Kingdom	$415M	+$62.2M	4	11.41%	Increased
452	Pendal Group Sydney, Australia	$414M	-$51.3M	5	4.07%	Reduced
453	Ferguson Wellman Capital Management Portland, Oregon	$412M	+$10.6M	7	15.27%	Increased
454	Beck Mack & Oliver New York	$412M	-$3.98M	5	12.34%	Reduced
455	Oppenheimer & Co New York	$411M	+$7.94M	16	8.84%	Increased
456	QPBE Quintet Private Bank (Europe) Luxembourg	$409M	+$382M	8	19.68%	New
457	Gofen & Glossberg Chicago, Illinois	$409M	+$1.8M	8	10.86%	Increased
458	Meitav Investment House Bene-Beraq, Israel	$407M	+$12.4M	10	6.95%	Increased
459	Kovitz Investment Group Partners Chicago, Illinois	$404M	-$8.9M	10	8.95%	Reduced
460	Dai-ichi Life Insurance Company Tokyo, Japan	$402M	-$51.4M	12	8.94%	Reduced
461	MUFG Americas New York	$401M	-$3.39M	12	9.11%	Reduced
462	Banco Santander Madrid, Spain	$400M	-$13.1M	12	5.33%	Reduced
463	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$400M	+$24.2M	16	9.6%	Increased
464	Fiduciary Trust Boston, Massachusetts	$399M	-$5.66M	9	8.41%	Reduced
465	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$395M	+$9.76M	8	6.1%	Increased
466	SW SVB Wealth Boston, Massachusetts	$395M	+$4.36M	11	6.08%	Increased
467	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$395M	+$11.6M	4	8.29%	Increased
468	LFDLE La Financiere de L'Echiquier Paris, France	$395M	+$89.2M	9	23.36%	Increased
469	Glenview Capital Management New York	$392M	+$51.2M	4	9.82%	Increased
470	CAM ClariVest Asset Management San Diego, California	$391M	+$82.9M	13	17.06%	Increased
471	DF Dent & Co Baltimore, Maryland	$391M	+$5.72M	5	5.52%	Increased
472	Dragoneer Investment Group San Francisco, California	$391M	+$140M	1	10%	Increased
473	Johnson Investment Counsel Cincinnati, Ohio	$388M	+$5.85M	10	5.51%	Increased
474	Steward Partners Investment Advisory New York	$387M	+$5.34M	30	7.1%	Increased
475	Wealthfront Advisers Palo Alto, California	$385M	+$43.3M	15	1.94%	Increased