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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	CCM Conatus Capital Management Greenwich, Connecticut	$154M	-$23.6M	2	10.14%	Reduced
502	Welch & Forbes Boston, Massachusetts	$154M	-$3.04M	9	4.93%	Reduced
503	Great Lakes Advisors Chicago, Illinois	$153M	-$2.77M	7	4.6%	Reduced
504	Ariel Investments Chicago, Illinois	$153M	-$1.77M	3	1.83%	Reduced
505	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$152M	-$64.5M	3	4.34%	Reduced
506	IIM Ivory Investment Management New York	$152M	-$145M	3	4.08%	Reduced
507	SIG Senator Investment Group New York	$152M	-$245M	1	1.9%	Reduced
508	Segall Bryant & Hamill Chicago, Illinois	$151M	+$3.09M	7	3.63%	Increased
509	Melvin Capital Management New York	$151M	-$43.4M	3	7.15%	Reduced
510	Truist Financial Charlotte, North Carolina	$150M	+$2.08M	9	3.9%	Increased
511	Churchill Management Los Angeles, California	$150M	+$127M	3	7.06%	Increased
512	Soros Fund Management New York	$150M	+$93.7M	4	2.48%	Increased
513	Gofen & Glossberg Chicago, Illinois	$150M	-$5.89M	6	6.49%	Reduced
514	Perkins Investment Management Chicago, Illinois	$149M	+$25M	4	2.18%	Increased
515	Capital International Los Angeles, California	$149M	+$114K	8	9.43%	Increased
516	Bridgeway Capital Management Houston, Texas	$149M	+$2.35M	7	2.77%	Increased
517	SRIM Saratoga Research & Investment Management Saratoga, California	$149M	-$18M	4	14.44%	Reduced
518	ACP Ashfield Capital Partners San Francisco, California	$147M	-$15.2M	8	10.06%	Reduced
519	IAM Impax Asset Management Portsmouth, New Hampshire	$146M	-$29.1M	6	8.1%	Reduced
520	OA Oak Associates Akron, Ohio	$145M	+$6.28M	9	17.27%	Increased
521	SCM Scopia Capital Management New York	$145M	+$45.4M	1	2.87%	Increased
522	VanEck Associates New York	$144M	+$55.4M	9	1.14%	Increased
523	HM Payson & Co Portland, Maine	$144M	-$2.67M	7	7.4%	Reduced
524	EA Euclid Advisors Hartford, Connecticut	$144M	+$52M	11	4.39%	Increased
525	Adams Diversified Equity Fund Baltimore, Maryland	$143M	$0	4	9.83%	Maintained