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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
476	Bradley Foster & Sargent Hartford, Connecticut	$380M	+$383M	8	11.14%	New
477	Oppenheimer Asset Management New York	$378M	-$11.8M	15	7.34%	Reduced
478	SAM Securian Asset Management St Paul, Minnesota	$378M	-$4.61M	11	9.15%	Reduced
479	Ariel Investments Chicago, Illinois	$377M	-$34.7K	4	5.47%	Reduced
480	Waverton Investment Management London, United Kingdom	$376M	-$36.5M	3	18.66%	Reduced
481	JC Joho Capital New York	$375M	-$5.7M	3	75.74%	Reduced
482	RAA RWC Asset Advisors Miami, Florida	$374M	+$33.4M	1	23.63%	Increased
483	SC SRB Corp Boston, Massachusetts	$371M	-$837K	2	31%	Reduced
484	RA Rovida Advisors Fort Lauderdale, Florida	$370M	+$81.7M	4	25.71%	Increased
485	TBC Tweedy, Browne Co Stamford, Connecticut	$364M	-$988K	2	14.1%	Reduced
486	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$362M	+$2.87M	7	20.29%	Increased
487	BG Bollard Group Boston, Massachusetts	$360M	-$182K	16	12.96%	Reduced
488	Beck Mack & Oliver New York	$359M	-$19.5M	5	13.2%	Reduced
489	Scharf Investments Los Gatos, California	$358M	-$89.1M	3	15.41%	Reduced
490	Kornitzer Capital Management Shawnee Mission, Kansas	$357M	+$7.37M	10	7%	Increased
491	Gofen & Glossberg Chicago, Illinois	$357M	-$5.23M	7	10.99%	Reduced
492	SW SVB Wealth Boston, Massachusetts	$349M	+$14.4M	9	5.76%	Increased
493	EC Eminence Capital New York	$349M	-$45.3M	3	3.42%	Reduced
494	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$349M	+$22M	19	11.88%	Increased
495	Rafferty Asset Management New York	$347M	+$92.6M	15	4.19%	Increased
496	SEP Soma Equity Partners San Francisco, California	$346M	-$78.8M	2	11.08%	Reduced
497	CC Cederberg Capital London, United Kingdom	$346M	+$1.05M	1	36.13%	Increased
498	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$345M	-$20.3M	15	10.93%	Reduced
499	CIP Champlain Investment Partners Burlington, Vermont	$344M	-$13.5M	3	2.34%	Reduced
500	Country Trust Bank Bloomington, Illinois	$343M	-$34.1M	10	13.13%	Reduced