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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
301	Fort Washington Investment Advisors Cincinnati, Ohio	$255M	+$3.59M	7	5.5%	Increased
302	PIM Profit Investment Management North Bethesda, Maryland	$252M	+$29.4M	7	11.41%	Increased
303	Thomaspartners Boston, Massachusetts	$250M	+$31.3M	3	6.01%	Increased
304	Mitsubishi UFJ Asset Management Tokyo, Japan	$249M	+$21.1M	9	6.64%	Increased
305	Federated Hermes Pittsburgh, Pennsylvania	$249M	+$109M	10	0.83%	Increased
306	Nomura Asset Management Tokyo, Japan	$248M	-$1.62M	10	4.53%	Reduced
307	Jacobs Levy Equity Management Florham Park, New Jersey	$247M	+$4.86M	8	4.15%	Increased
308	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$247M	-$20.2M	2	4.32%	Reduced
309	Edge Asset Management Seattle, Washington	$242M	-$2.15M	6	2.56%	Reduced
310	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$242M	-$89.7M	2	1.85%	Reduced
311	1919 Investment Counsel Baltimore, Maryland	$237M	-$4.72M	7	4.85%	Reduced
312	Waverton Investment Management London, United Kingdom	$237M	+$5.09M	5	11.25%	Increased
313	EdgePoint Investment Group Toronto, Ontario, Canada	$236M	+$4.42M	1	5.5%	Increased
314	Saturna Capital Bellingham, Washington	$236M	-$41.8M	6	6.19%	Reduced
315	Zevenbergen Capital Investments Edmonds, Washington	$235M	-$7.78M	2	8.41%	Reduced
316	GTP Global Thematic Partners New York	$234M	-$53.6M	2	3.82%	Reduced
317	CM CS McKee Pittsburgh, Pennsylvania	$234M	-$23.7M	3	5.04%	Reduced
318	Third Point New York	$234M	+$58.5M	1	3.44%	Increased
319	Castleark Management Chicago, Illinois	$234M	+$89.3M	6	6.65%	Increased
320	MAMU Marathon Asset Management (UK) London, United Kingdom	$234M	+$61M	3	5.99%	Increased
321	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$233M	+$166M	8	6.74%	Increased
322	SCCM Schafer Cullen Capital Management New York	$232M	-$4.16M	2	2.25%	Reduced
323	Regions Financial Corp Birmingham, Alabama	$232M	-$6.2M	8	2.94%	Reduced
324	Sit Investment Associates Minneapolis, Minnesota	$229M	-$9.39M	6	4.02%	Reduced
325	CI Global Investments Oakland, California	$227M	+$32.4M	5	6.04%	Increased