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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	OA Oak Associates Akron, Ohio	$180M	+$9.61M	9	17.74%	Increased
452	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$180M	+$24.9M	10	3.54%	Increased
453	Point72 Asset Management Stamford, Connecticut	$178M	-$469M	5	1.24%	Reduced
454	Gotham Asset Management New York	$176M	-$107M	8	2.27%	Reduced
455	HCM Hoplite Capital Management New York	$176M	-$33.4M	3	9%	Reduced
456	OA Omega Advisors New York	$175M	-$16.6M	3	7.73%	Reduced
457	SAM Sentinel Asset Management Montpelier, Vermont	$175M	+$2.38M	4	4.38%	Increased
458	EC EMS Capital New York	$175M	+$24.8M	5	18.2%	Increased
459	Ariel Investments Chicago, Illinois	$175M	+$1.94M	3	2.07%	Increased
460	CAM Capstone Asset Management Houston, Texas	$175M	-$903K	12	5.01%	Reduced
461	Truist Financial Charlotte, North Carolina	$175M	-$17.7M	9	3.57%	Reduced
462	Melvin Capital Management New York	$174M	-$205M	1	4.53%	Reduced
463	TCP Tourbillon Capital Partners New York	$174M	-$25.3M	1	3.35%	Reduced
464	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$173M	+$33.7M	3	42.1%	Increased
465	D.A. Davidson & Co Great Falls, Montana	$172M	+$9.14M	16	3.9%	Increased
466	VM Valinor Management New York	$172M	+$49.4M	1	5.13%	Increased
467	Assenagon Asset Management Senningerberg, Luxembourg	$172M	+$176M	8	3.21%	New
468	Madison Investment Holdings Madison, Wisconsin	$171M	-$6.6M	6	3.32%	Reduced
469	Vaughan Nelson Investment Management Houston, Texas	$171M	-$16.9M	3	2.02%	Reduced
470	HM Payson & Co Portland, Maine	$169M	+$10.8M	7	8.07%	Increased
471	SW SVB Wealth Boston, Massachusetts	$169M	-$873K	9	7%	Reduced
472	Douglas Lane & Associates New York	$169M	-$3.09M	6	4.3%	Reduced
473	AAM Ardevora Asset Management London, United Kingdom	$168M	+$23.9M	7	6.03%	Increased
474	Welch & Forbes Boston, Massachusetts	$168M	+$70.6M	9	5.03%	Increased
475	OP Oldfield Partners London, United Kingdom	$168M	+$6.06M	2	12.65%	Increased