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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
601	Cresset Asset Management Chicago, Illinois	$334M	-$43.5M	18	3.47%	Reduced
602	NS Partners London, United Kingdom	$332M	-$33.9M	4	17.68%	Reduced
603	Metropolis Capital Amersham, United Kingdom	$331M	+$62.7M	2	20.21%	Increased
604	New Mexico Educational Retirement Board Santa Fe, New Mexico	$331M	-$17.1M	12	12.23%	Reduced
605	SCM Suvretta Capital Management New York	$331M	-$275M	2	10.1%	Reduced
606	River Road Asset Management Louisville, Kentucky	$324M	+$198M	3	3.58%	Increased
607	Cetera Investment Advisers Schaumburg, Illinois	$324M	+$14M	20	4.65%	Increased
608	ROIC Route One Investment Company San Francisco, California	$323M	-$42.9M	2	10.07%	Reduced
609	TA Trivest Advisors Hong Kong	$322M	+$62.7M	6	54.43%	Increased
610	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$321M	+$41.2M	7	17.37%	Increased
611	Inverness Counsel New York	$319M	-$66.1M	7	14.27%	Reduced
612	Cincinnati Financial Corp Fairfield, Ohio	$318M	-$3.5M	2	7.05%	Reduced
613	Confluence Investment Management St. Louis, Missouri	$315M	-$1.8M	6	4.41%	Reduced
614	BG Bollard Group Boston, Massachusetts	$315M	-$44.7M	15	10.08%	Reduced
615	HRT Financial New York	$315M	+$183M	27	2.25%	Increased
616	Stonegate Investment Group Birmingham, Alabama	$313M	+$8.26M	7	10.28%	Increased
617	JC Joho Capital New York	$312M	+$9.6M	4	44.48%	Increased
618	HMP HS Management Partners New York	$310M	-$452K	2	8.93%	Reduced
619	Ninety One North America New York	$309M	+$3.99M	4	11.34%	Increased
620	OC Oakmont Corp Los Angeles, California	$309M	$0	4	28.04%	Maintained
621	HCM Hitchwood Capital Management New York	$306M	-$125M	3	22.96%	Reduced
622	Nippon Life Global Investors Americas New York	$305M	-$24.2M	4	16.29%	Reduced
623	Braun Stacey Associates New York	$302M	-$14.7M	5	12.51%	Reduced
624	Great Lakes Advisors Chicago, Illinois	$301M	-$14.2M	9	4.94%	Reduced
625	Salem Investment Counselors Winston Salem, North Carolina	$301M	+$201K	20	11.82%	Increased