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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	Bradley Foster & Sargent Hartford, Connecticut	$885M	+$13.3M	8	13.85%	Increased
452	Himalaya Capital Management Seattle, Washington	$883M	$0	2	32.84%	Maintained
453	Close Asset Management London, United Kingdom	$865M	-$30.6M	12	25.29%	Reduced
454	Stonehage Fleming Financial Services St. Helier, Jersey	$865M	+$269M	8	25.11%	Increased
455	National Philanthropic Trust Jenkintown, Pennsylvania	$855M	+$177M	7	11.46%	Increased
456	Viking Global Investors Stamford, Connecticut	$855M	-$49.2M	1	2.47%	Reduced
457	Manning & Napier Advisors Fairport, New York	$849M	-$24.7M	3	10.12%	Reduced
458	Jupiter Asset Management London, United Kingdom	$849M	-$82.9M	9	7.08%	Reduced
459	GF Fund Management Guangzhou, China	$840M	-$19.5M	9	16.89%	Reduced
460	MIM Meridiem Investment Management London, United Kingdom	$837M	+$4.01M	4	15.22%	Increased
461	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$834M	+$389M	4	13.34%	Increased
462	EQF Evergreen Quality Fund Grand Cayman, Cayman Islands	$829M	+$60M	2	25.61%	Increased
463	Clark Capital Management Group Philadelphia, Pennsylvania	$828M	+$83M	9	5.74%	Increased
464	Evelyn Partners Investment Management London,	$823M	+$29M	10	25.17%	Increased
465	Private Advisor Group Morristown, New Jersey	$816M	+$15.5M	23	4.39%	Increased
466	Ethic Inc New York	$812M	+$28.7M	20	14.54%	Increased
467	D.A. Davidson & Co Great Falls, Montana	$810M	+$40M	16	5.71%	Increased
468	Vident Advisory Alpharetta, Georgia	$808M	+$115M	24	9.07%	Increased
469	Yacktman Asset Management Austin, Texas	$800M	-$63.9M	3	10.75%	Reduced
470	Great Lakes Advisors Chicago, Illinois	$800M	+$150M	12	6.7%	Increased
471	Prudential plc London, England, United Kingdom	$799M	+$57.5M	16	4.82%	Increased
472	Midwest Trust Overland Park, Kansas	$798M	+$714M	8	11.05%	New
473	Third Point New York	$794M	+$108M	2	10.41%	Increased
474	CIP Champlain Investment Partners Burlington, Vermont	$791M	-$64.9M	4	5.52%	Reduced
475	Hudson Bay Capital Management Stamford, Connecticut	$786M	-$298M	10	2.67%	Reduced