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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
701	Greenspring Associates Owings Mills, Maryland	$132M	+$136M	1	40.08%	Increased
702	Mirova Paris, France	$132M	-$103M	6	16.27%	Reduced
703	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$132M	+$1.37M	6	5.23%	Increased
704	SM SG3 Management Dorado, Puerto Rico	$131M	+$139M	4	11.85%	Increased
705	BPIH Broad Peak Investment Holdings Singapore	$131M	+$114M	1	14.65%	Increased
706	NSRI New Silk Road Investment Singapore	$131M	+$10.4M	1	49.33%	Increased
707	KAS Kemnay Advisory Services New York	$130M	+$2.09M	6	33.4%	Increased
708	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$130M	-$1.62M	4	21.36%	Reduced
709	Citizens Financial Group Providence, Rhode Island	$130M	+$772K	12	9.38%	Increased
710	Private Wealth Partners Mill Valley, California	$130M	+$2.34M	7	20.24%	Increased
711	Wealthfront Advisers Palo Alto, California	$130M	+$3.38M	8	1.09%	Increased
712	Ingalls & Snyder LLC New York	$130M	-$1.76M	8	6.33%	Reduced
713	Harvard Management Company Boston, Massachusetts	$130M	-$7.41M	1	12.07%	Reduced
714	Lannebo Fonder Stockholm, Sweden	$129M	+$2.03M	6	39.29%	Increased
715	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$129M	+$3.44M	7	22.09%	Increased
716	Montrusco Bolton Investments Montreal, Quebec, Canada	$129M	+$3.51M	3	7.61%	Increased
717	James Hambro & Partners London, United Kingdom	$129M	+$129M	5	25.77%	New
718	RG Riverstone Group Richmond, Virginia	$128M	$0	1	53.08%	Maintained
719	AMI Asset Management Los Angeles, California	$128M	+$8.62M	2	6.65%	Increased
720	Saturna Capital Bellingham, Washington	$127M	+$161K	5	3.7%	Increased
721	Crawford Investment Counsel Atlanta, Georgia	$127M	-$3.63M	6	3.51%	Reduced
722	DVI Deccan Value Investors Greenwich, Connecticut	$127M	+$41.8M	1	11%	Increased
723	Sit Investment Associates Minneapolis, Minnesota	$126M	+$2.17M	6	3.87%	Increased
724	OH Overlook Holdings Tortola, British Virgin Islands	$126M	+$116M	1	37.26%	Increased
725	Columbus Hill Capital Management Short Hills, New Jersey	$126M	-$7.27M	3	15.74%	Reduced