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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
501	Hardman Johnston Global Advisors Stamford, Connecticut	$107M	-$2.51M	4	7.05%	Reduced
502	Picton Mahoney Asset Management Toronto, Ontario, Canada	$106M	+$17.6M	3	6.19%	Increased
503	Caledonia Investments (Australia) Sydney NSW, Australia	$105M	+$194K	1	11.56%	Increased
504	CPIM Columbia Partners Investment Management Alexandria, Virginia	$105M	+$3.72M	6	4.49%	Increased
505	Bradley Foster & Sargent Hartford, Connecticut	$104M	+$1.28M	5	5.54%	Increased
506	Birch Hill Investment Advisors Boston, Massachusetts	$103M	-$854K	5	11.03%	Reduced
507	WesBanco Bank Wheeling, West Virginia	$103M	-$4.33M	6	5.86%	Reduced
508	TCTC Holdings Dallas, Texas	$102M	+$1.96M	4	5.84%	Increased
509	HCM Hoplite Capital Management New York	$102M	-$22.4M	1	2.88%	Reduced
510	M&T Bank Buffalo, New York	$102M	-$4.62M	8	4.28%	Reduced
511	Klingenstein Fields & Co New York	$102M	-$1.69M	5	3.64%	Reduced
512	Walleye Trading New York	$101M	+$59.8M	9	0.97%	Increased
513	Smith Group Asset Management Dallas, Texas	$101M	-$40.3M	7	3.82%	Reduced
514	TI Turner Investments Berwyn, Pennsylvania	$100M	-$8.31M	5	1.79%	Reduced
515	Douglas C. Lane & Associates New York	$100M	+$861K	5	3.32%	Increased
516	DC Deere & Company Moline, Illinois	$100M	+$2.47M	7	5.12%	Increased
517	CCM Cadence Capital Management Boston, Massachusetts	$98.7M	-$25.8M	7	3.74%	Reduced
518	Oppenheimer & Co New York	$98.4M	+$1.73M	10	3.15%	Increased
519	Securian Asset Management St Paul, Minnesota	$98.2M	-$204K	8	3.71%	Reduced
520	Truist Financial Charlotte, North Carolina	$97.8M	-$6.37M	9	3.15%	Reduced
521	JFB Holdings Corp Atlanta, Georgia	$97.8M	-$67.1M	1	3.56%	Reduced
522	Hikari Tsushin Inc Tokyo, Japan	$96.9M	-$1.01M	3	16.45%	Reduced
523	Hudson Edge Investment Partners Jersey City, New Jersey	$95.5M	-$873K	3	3.67%	Reduced
524	McAdams Wright Ragen Seattle, Washington	$95.2M	-$1.9M	6	6.29%	Reduced
525	CAM Centre Asset Management New York	$95.1M	+$6.37M	6	14.73%	Increased