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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	Mirova US Boston, Massachusetts	$388M	+$71.3M	4	16.92%	Increased
502	Element Capital Management New York	$387M	+$375M	4	40.45%	New
503	Gofen & Glossberg Chicago, Illinois	$386M	-$1.56M	8	10.56%	Reduced
504	Waverton Investment Management London, United Kingdom	$385M	+$2.61M	3	17.76%	Increased
505	ESCM Echo Street Capital Management New York	$382M	+$191M	7	3.82%	Increased
506	AC Alleghany Corporation New York	$381M	+$29.6M	3	15.18%	Increased
507	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$381M	+$264M	4	34.23%	Increased
508	PEAK6 Investments Chicago, Illinois	$380M	+$145M	22	0.79%	Increased
509	E Ergoteles New York	$379M	+$305M	12	12.58%	Increased
510	Ariel Investments Chicago, Illinois	$377M	-$35.7M	4	4.25%	Reduced
511	Varma Mutual Pension Insurance Co Helsinki, Finland	$376M	+$81M	7	6.62%	Increased
512	AKO Capital London, United Kingdom	$376M	+$43.4M	1	4.84%	Increased
513	Country Trust Bank Bloomington, Illinois	$374M	-$684K	11	12.88%	Reduced
514	Beck Mack & Oliver New York	$373M	-$26M	5	12.4%	Reduced
515	Rafferty Asset Management New York	$373M	+$981K	17	3.64%	Increased
516	SEP Soma Equity Partners San Francisco, California	$372M	+$72.9M	2	9.03%	Increased
517	Scharf Investments Los Gatos, California	$371M	-$9.63M	6	13.99%	Reduced
518	Nicholas Company Milwaukee, Wisconsin	$371M	-$4.08M	5	7.03%	Reduced
519	BG Bollard Group Boston, Massachusetts	$371M	-$1.31M	16	13.8%	Reduced
520	AAM Anglepoint Asset Management George Town, Cayman Islands	$368M	+$248M	5	10.51%	Increased
521	Munro Partners Melbourne, Australia	$363M	+$44M	3	15.75%	Increased
522	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$362M	+$21.2M	7	4.22%	Increased
523	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$361M	-$1.31M	10	13.56%	Reduced
524	Riverbridge Partners Minneapolis, Minnesota	$360M	+$9.96M	5	3.98%	Increased
525	BOK Financial Tulsa, Oklahoma	$360M	-$4.08M	11	6.87%	Reduced