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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
526	LCP LGT Capital Partners Pfaeffikon, Switzerland	$218M	+$14.8M	4	16.04%	Increased
527	MNBTD Moody National Bank Trust Division Galveston, Texas	$215M	-$2.02M	7	6.09%	Reduced
528	Johnson Investment Counsel Cincinnati, Ohio	$214M	+$4.08M	8	4.44%	Increased
529	RE RBC Europe London, United Kingdom	$214M	+$8.59M	14	21.4%	Increased
530	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$214M	+$118M	4	1.63%	Increased
531	ANI American National Insurance Galveston, Texas	$213M	-$1.37M	7	11.38%	Reduced
532	Construction & Building Unions Superannuation Fund Melbourne, Australia	$213M	+$21.5M	4	25.62%	Increased
533	Clal Insurance Tel-Aviv, Israel	$213M	+$8.42M	4	4.89%	Increased
534	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$212M	+$36.6M	10	10.08%	Increased
535	Bartlett & Co Wealth Management Cincinnati, Ohio	$212M	-$2.12M	11	7.9%	Reduced
536	Bartlett & Co Cincinnati, Ohio	$212M	-$2.12M	11	7.9%	Reduced
537	SSM Sound Shore Management Greenwich, Connecticut	$210M	-$65.6M	2	4.08%	Reduced
538	HP Hound Partners New York	$210M	-$75.4M	2	10.27%	Reduced
539	IC Inverness Counsel New York	$210M	-$1.43M	5	10.72%	Reduced
540	Great Lakes Advisors Chicago, Illinois	$208M	-$6.84M	8	4.54%	Reduced
541	Riverbridge Partners Minneapolis, Minnesota	$207M	-$245K	5	3.91%	Reduced
542	CC Cannell & Co New York	$206M	-$3.74M	7	7.81%	Reduced
543	Personal Capital Advisors Redwood City, California	$205M	+$13.5M	8	2.09%	Increased
544	Castleark Management Chicago, Illinois	$205M	-$23.8M	7	7.86%	Reduced
545	Dorsal Capital Management Redwood City, California	$204M	-$76.9M	1	11.3%	Reduced
546	WAM World Asset Management Detroit, Michigan	$204M	+$4.68M	14	9.96%	Increased
547	D.A. Davidson & Co Great Falls, Montana	$203M	-$46.7M	13	3.78%	Reduced
548	AAM Ardevora Asset Management London, United Kingdom	$201M	+$20M	6	4.91%	Increased
549	Bridgeway Capital Management Houston, Texas	$200M	-$71.9M	11	2.56%	Reduced
550	FFM Fullerton Fund Management Singapore	$200M	+$16.9M	2	67.07%	Increased