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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	OAMG Odey Asset Management Group London, United Kingdom	$196M	+$36.3M	6	14.13%	Increased
452	Mutual of America Capital Management New York	$195M	+$2.38M	10	3.92%	Increased
453	Handelsbanken Fonder Stockholm, Sweden	$194M	+$16.3M	6	5.69%	Increased
454	Great Lakes Advisors Chicago, Illinois	$190M	-$6.81M	7	5.16%	Reduced
455	OA Omega Advisors New York	$190M	-$107M	2	5.87%	Reduced
456	Evercore Wealth Management New York	$189M	+$8.26M	12	7.81%	Increased
457	ESG Emerging Sovereign Group New York	$189M	-$15.2M	2	12.7%	Reduced
458	Avalon Investment & Advisory Houston, Texas	$189M	+$318K	8	7.09%	Increased
459	Truist Financial Charlotte, North Carolina	$188M	-$2.47M	9	3.87%	Reduced
460	Gabelli Funds Rye, New York	$187M	-$158K	6	1.11%	Reduced
461	Santa Barbara Asset Management Los Angeles, California	$186M	+$1.82M	1	3.42%	Increased
462	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$186M	+$3.62M	10	4.25%	Increased
463	Vaughan Nelson Investment Management Houston, Texas	$183M	-$1.15M	3	2.17%	Reduced
464	SRIM Saratoga Research & Investment Management Saratoga, California	$183M	+$4.23M	4	15.65%	Increased
465	Creative Planning Overland Park, Kansas	$182M	+$25.6M	20	1.16%	Increased
466	Daiwa Securities Group Tokyo, Japan	$182M	-$2.31M	12	1.09%	Reduced
467	Advisors Asset Management Monument, Colorado	$181M	+$7.06M	11	2.97%	Increased
468	Country Trust Bank Bloomington, Illinois	$180M	-$505K	7	9.33%	Reduced
469	Bradley Foster & Sargent Hartford, Connecticut	$180M	+$1.61M	9	7.87%	Increased
470	HI Honeywell International Charlotte, North Carolina	$177M	-$72M	4	6.17%	Reduced
471	TCM Tran Capital Management San Rafael, California	$175M	-$47.4M	1	7.17%	Reduced
472	Madison Investment Holdings Madison, Wisconsin	$175M	-$13.1M	6	3.45%	Reduced
473	London Company of Virginia Richmond, Virginia	$175M	+$14.1M	2	1.31%	Increased
474	MAM Myriad Asset Management North Point, Hong Kong	$175M	+$157M	3	11.14%	Increased
475	CAM Capstone Asset Management Houston, Texas	$174M	+$2.64M	12	5.01%	Increased