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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
501	Bank of Nova Scotia Toronto, Ontario, Canada	$116M	-$123M	7	0.63%	Reduced
502	LPL Financial San Diego, California	$116M	-$51.5M	9	0.64%	Reduced
503	PineBridge Investments New York	$115M	+$57.8M	7	4.9%	Increased
504	Adams Diversified Equity Fund Baltimore, Maryland	$115M	-$441K	4	8.29%	Reduced
505	Riverbridge Partners Minneapolis, Minnesota	$114M	+$1.48M	5	2.35%	Increased
506	OI Oakbrook Investments Lisle, Illinois	$114M	+$6.97M	7	7.49%	Increased
507	BRIM Broad Run Investment Management Arlington, Virginia	$114M	+$9.08M	1	6.47%	Increased
508	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$114M	$0	8	2.9%	Maintained
509	Daiwa Securities Group Tokyo, Japan	$114M	-$20.9M	9	0.81%	Reduced
510	Appaloosa Management Miami Beach, Florida	$114M	-$212M	1	3.97%	Reduced
511	Perkins Investment Management Chicago, Illinois	$113M	-$68.9M	3	1.63%	Reduced
512	Capital Fund Management (CFM) Paris, France	$112M	+$12.2M	6	1.26%	Increased
513	SAM Securian Asset Management St Paul, Minnesota	$112M	-$506K	8	3.67%	Reduced
514	Williams Jones & Associates New York	$112M	-$17.4M	8	5.02%	Reduced
515	DFO Duquesne Family Office New York	$111M	+$5.96M	2	9.46%	Increased
516	Birch Hill Investment Advisors Boston, Massachusetts	$111M	-$147K	5	12.14%	Reduced
517	BAPIM British Airways Pensions Investment Management London, United Kingdom	$110M	-$46.7M	4	3.74%	Reduced
518	Evercore Wealth Management New York	$110M	+$5.06M	10	5.24%	Increased
519	Bartlett & Co Cincinnati, Ohio	$110M	-$7.24M	5	6.01%	Reduced
520	Meyer Handelman Company Rye Brook, New York	$109M	-$301K	5	5.54%	Reduced
521	FCM Fairholme Capital Management South Miami, Florida	$109M	+$117M	1	3.15%	New
522	Foresters Investment Management New York	$109M	+$1.62M	3	2.33%	Increased
523	EC EMS Capital New York	$108M	+$48.2M	1	11.16%	Increased
524	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$108M	-$10.3M	1	16.73%	Reduced
525	ACM Argent Capital Management St Louis, Missouri	$107M	+$2.8M	4	5.36%	Increased