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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
451	Los Angeles Capital Management Los Angeles, California	$140M	+$3.86M	7	1.36%	Increased
452	SAM Sentinel Asset Management Montpelier, Vermont	$140M	+$5.35M	4	3.58%	Increased
453	DCM Dupont Capital Management Wilmington, Delaware	$139M	-$51.8M	6	3.52%	Reduced
454	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$139M	-$197K	5	7.87%	Reduced
455	PP PDT Partners New York	$138M	+$64.1M	9	3.09%	Increased
456	Welch & Forbes Boston, Massachusetts	$138M	+$1.95M	8	4.6%	Increased
457	Disciplined Growth Investors Minneapolis, Minnesota	$137M	+$1.55M	2	3.52%	Increased
458	Gofen & Glossberg Chicago, Illinois	$137M	-$1.75M	5	6.24%	Reduced
459	Gabelli Funds Rye, New York	$137M	+$11.4M	5	0.81%	Increased
460	O'Shaughnessy Asset Management Stamford, Connecticut	$137M	+$6.41M	3	2.85%	Increased
461	Iconiq Capital San Francisco, California	$137M	+$175K	2	26.99%	Increased
462	Douglas C. Lane & Associates New York	$136M	+$819K	5	3.88%	Increased
463	Whale Rock Capital Management Boston, Massachusetts	$136M	-$18.8M	2	13.51%	Reduced
464	CEP Chicago Equity Partners Chicago, Illinois	$136M	+$49.8M	4	3.79%	Increased
465	Janney Montgomery Scott Philadelphia, Pennsylvania	$135M	+$2.87M	9	3.8%	Increased
466	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$134M	+$23.5M	9	1.71%	Increased
467	New Mexico Educational Retirement Board Santa Fe, New Mexico	$134M	+$9.74M	9	6.57%	Increased
468	OAMG Odey Asset Management Group London, United Kingdom	$133M	+$24.8M	3	10.56%	Increased
469	ACP Ashfield Capital Partners San Francisco, California	$133M	-$22.8M	6	8.56%	Reduced
470	MC Maplelane Capital New York	$133M	+$25.7M	1	8.01%	Increased
471	FFA First Foundation Advisors Irvine, California	$133M	-$1.28M	4	10.91%	Reduced
472	Great Lakes Advisors Chicago, Illinois	$132M	+$21.9M	7	4.1%	Increased
473	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$132M	-$934K	2	17.35%	Reduced
474	HM Payson & Co Portland, Maine	$131M	+$3.96M	4	7.12%	Increased
475	Truist Financial Charlotte, North Carolina	$131M	+$31.3M	8	3.4%	Increased