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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
401	Gotham Asset Management New York	$153M	+$85.3M	5	1.92%	Increased
402	Commonwealth Equity Services Waltham, Massachusetts	$152M	+$3.07M	12	1.86%	Increased
403	Ignis Investment Services Edinburgh, United Kingdom	$152M	-$14.3M	4	5.09%	Reduced
404	TGCM Tukman Grossman Capital Management Larkspur, California	$152M	-$1.15M	1	7.37%	Reduced
405	SRIM Saratoga Research & Investment Management Saratoga, California	$151M	+$4.38M	3	15.05%	Increased
406	DCM Dupont Capital Management Wilmington, Delaware	$151M	+$10.4M	5	2.47%	Increased
407	WAM World Asset Management Detroit, Michigan	$151M	-$1.49M	9	4.59%	Reduced
408	Santa Barbara Asset Management Los Angeles, California	$150M	-$385K	1	3.08%	Reduced
409	VanEck Associates New York	$150M	+$51.3M	4	0.69%	Increased
410	ACM Andor Capital Management Rye Brook, New York	$149M	-$125M	2	8.1%	Reduced
411	Davenport & Co Richmond, Virginia	$147M	+$5.71M	7	2.5%	Increased
412	RCM Riverhead Capital Management Wilmington, Delaware	$147M	+$14M	8	2.75%	Increased
413	SM Seminole Management New York	$147M	-$42M	3	7.05%	Reduced
414	New Mexico Educational Retirement Board Santa Fe, New Mexico	$146M	+$153K	8	6.02%	Increased
415	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$146M	-$5.43M	2	15.36%	Reduced
416	Wasatch Advisors Salt Lake City, Utah	$145M	-$2.84M	4	1.41%	Reduced
417	Arrowstreet Capital Boston, Massachusetts	$144M	+$48.7M	4	0.74%	Increased
418	CCM Criterion Capital Management San Francisco, California	$144M	-$22.4M	1	4.3%	Reduced
419	Beutel, Goodman & Co Toronto, Ontario, Canada	$144M	+$15.7M	1	1.22%	Increased
420	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$143M	-$1.11M	5	7.21%	Reduced
421	London Company of Virginia Richmond, Virginia	$143M	+$8.29M	2	1.56%	Increased
422	Abrams Capital Management Boston, Massachusetts	$143M	$0	1	10.07%	Maintained
423	HBK Investments Dallas, Texas	$141M	+$77.8M	6	2.86%	Increased
424	Alkeon Capital Management New York	$141M	-$189M	1	2.57%	Reduced
425	TU TDAM USA Toronto, Ontario, Canada	$140M	-$1.63M	5	5.91%	Reduced