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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	VanEck Associates New York	$140M	+$2.11M	8	0.72%	Increased
502	OP Oldfield Partners London, United Kingdom	$139M	+$8.33M	2	11.2%	Increased
503	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$139M	+$15M	10	2.96%	Increased
504	Creative Planning Overland Park, Kansas	$139M	+$3.96M	17	1%	Increased
505	SAM Securian Asset Management St Paul, Minnesota	$139M	+$786K	10	3.88%	Increased
506	Adams Diversified Equity Fund Baltimore, Maryland	$137M	$0	4	9.22%	Maintained
507	Edmond de Rothschild Holding Chambesy, Switzerland	$137M	-$5.19M	14	4.39%	Reduced
508	OAMG Odey Asset Management Group London, United Kingdom	$137M	-$37.3M	4	12.2%	Reduced
509	BTP Bloom Tree Partners New York	$136M	+$31.5M	2	10.29%	Increased
510	MCM McKinley Capital Management Anchorage, Alaska	$136M	-$33.5M	5	6.57%	Reduced
511	Haverford Trust Company Radnor, Pennsylvania	$136M	-$264K	6	3.41%	Reduced
512	Fiduciary Trust Boston, Massachusetts	$135M	-$5.22M	9	4.75%	Reduced
513	CAM Contour Asset Management New York	$135M	-$56.2M	4	9.14%	Reduced
514	DVI Deccan Value Investors Greenwich, Connecticut	$135M	+$2.89M	1	15.91%	Increased
515	Oppenheimer & Co New York	$134M	+$801K	12	4%	Increased
516	Cullen/Frost Bankers San Antonio, Texas	$134M	+$4.45M	7	4.96%	Increased
517	Bartlett & Co Cincinnati, Ohio	$134M	+$528K	9	6.6%	Increased
518	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$133M	-$11.1M	11	5.93%	Reduced
519	OA Oak Associates Akron, Ohio	$132M	-$11.1M	8	15.88%	Reduced
520	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$131M	+$7.83M	12	2.42%	Increased
521	VCM Valiant Capital Management San Francisco, California	$131M	-$7.41M	2	8.68%	Reduced
522	Cincinnati Insurance Fairfield, Ohio	$131M	$0	2	4.29%	Maintained
523	TC Tairen Capital Hong Kong	$131M	+$120M	2	27.96%	Increased
524	MUFG Americas New York	$130M	+$519K	11	4.53%	Increased
525	Foresters Investment Management New York	$130M	+$11.9M	4	2.51%	Increased