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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
551	Chilton Investment Company Stamford, Connecticut	$268M	-$73.7M	4	8.21%	Reduced
552	Kornitzer Capital Management Shawnee Mission, Kansas	$268M	-$1.64M	9	5.43%	Reduced
553	CC Capital Counsel New York	$264M	+$7.6M	5	16.6%	Increased
554	MC Martin Currie Edinburgh, United Kingdom	$263M	-$9.3M	3	10.29%	Reduced
555	Advisors Capital Management Ridgewood, New Jersey	$263M	-$12.9M	6	7.13%	Reduced
556	Adams Diversified Equity Fund Baltimore, Maryland	$262M	-$16.8M	4	12.56%	Reduced
557	WhitTier Trust Company Reno, Nevada	$261M	-$2.88M	18	10.31%	Reduced
558	R.M. Davis Inc Portland, Maine	$261M	-$5.08M	7	7.04%	Reduced
559	Pinnacle Associates New York	$259M	-$6.62M	12	5.64%	Reduced
560	Beacon Pointe Advisors Newport Beach, California	$258M	-$2.43M	11	5%	Reduced
561	Trillium Asset Management Boston, Massachusetts	$256M	-$14.2M	6	7.88%	Reduced
562	Confluence Investment Management St. Louis, Missouri	$253M	+$2.49M	4	3.78%	Increased
563	Woodline Partners San Francisco, California	$251M	+$60.8M	14	3.35%	Increased
564	Lido Advisors Los Angeles, California	$250M	-$8.85M	13	3.04%	Reduced
565	Marsico Capital Management Denver, Colorado	$250M	-$194M	4	12.91%	Reduced
566	Crawford Investment Counsel Atlanta, Georgia	$250M	-$1.41M	6	5.37%	Reduced
567	Abeille Asset Management France	$248M	+$105M	5	8.8%	Increased
568	Jericho Capital Asset Management New York	$247M	+$95.1M	1	18.31%	Increased
569	Birch Hill Investment Advisors Boston, Massachusetts	$247M	+$1.84M	6	15.76%	Increased
570	SI Standard Investments New York	$247M	-$123M	2	12.88%	Reduced
571	Vanguard Personalized Indexing Management Oakland, California	$246M	+$11.8M	19	10.16%	Increased
572	Coldstream Capital Management Bellevue, Washington	$246M	+$252M	10	8.99%	New
573	Busey Bank Urbana, Illinois	$245M	+$3.08M	6	11.03%	Increased
574	CFM Coronation Fund Managers Cape Town, South Africa	$245M	+$129M	5	6.79%	Increased
575	Rothschild & Co Asset Management US Stamford, Connecticut	$244M	+$4.88M	4	3.71%	Increased