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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
476	M&T Bank Buffalo, New York	$96.8M	-$9.18M	8	4.62%	Reduced
477	Black Creek Investment Management Toronto, Ontario, Canada	$96.7M	+$6.8M	2	16.42%	Increased
478	WesBanco Bank Wheeling, West Virginia	$96.5M	+$127K	6	5.97%	Increased
479	Third Point New York	$96.4M	+$97.6M	1	2.35%	New
480	TCTC Holdings Dallas, Texas	$96M	+$681K	4	6.16%	Increased
481	PC Passport Capital San Francisco, California	$95.4M	-$20M	2	3.09%	Reduced
482	TGI Tradewinds Global Investors Los Angeles, California	$95.1M	+$77.3M	2	2.53%	Increased
483	Capital International Los Angeles, California	$94.7M	-$3.45M	5	6.21%	Reduced
484	Bridgeway Capital Management Houston, Texas	$94.1M	-$681K	7	3.21%	Reduced
485	B BP London, United Kingdom	$94.1M	-$7.11M	5	5.61%	Reduced
486	Soroban Capital Partners New York	$93.1M	-$34.2M	1	1.05%	Reduced
487	ZAM Zenit Asset Management Stockholm, Sweden	$92.5M	+$89.1M	3	17.19%	New
488	Mizuho Securities USA New York	$92.1M	-$23.2M	6	5.86%	Reduced
489	London Company of Virginia Richmond, Virginia	$92.1M	+$4.6M	2	1.25%	Increased
490	Impax Asset Management Portsmouth, New Hampshire	$92M	+$35.4M	7	6.13%	Increased
491	Klingenstein Fields & Co New York	$91.8M	-$14.3M	5	3.59%	Reduced
492	Truist Financial Charlotte, North Carolina	$91M	-$2.56M	9	3.22%	Reduced
493	Spot Trading Chicago, Illinois	$89M	+$32.4M	8	0.55%	Increased
494	Birch Hill Investment Advisors Boston, Massachusetts	$88.2M	-$193K	5	10.43%	Reduced
495	Cincinnati Insurance Fairfield, Ohio	$88M	$0	2	3.57%	Maintained
496	McAdams Wright Ragen Seattle, Washington	$88M	-$6.52M	6	6.97%	Reduced
497	Adams Diversified Equity Fund Baltimore, Maryland	$87.8M	+$6.46M	5	6.69%	Increased
498	Bradley Foster & Sargent Hartford, Connecticut	$87.7M	-$1.92M	5	5.11%	Reduced
499	Hikari Tsushin Inc Tokyo, Japan	$86.9M	+$304K	3	16.56%	Increased
500	TI Turner Investments Berwyn, Pennsylvania	$86.5M	-$53M	4	1.43%	Reduced