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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	SAM Securian Asset Management St Paul, Minnesota	$157M	+$1.24M	10	4.21%	Increased
502	AA Ancient Art Austin, Texas	$157M	+$19.5M	1	24.19%	Increased
503	WAM World Asset Management Detroit, Michigan	$157M	-$13.5M	12	5.94%	Reduced
504	Adams Diversified Equity Fund Baltimore, Maryland	$155M	+$1.57M	5	9.63%	Increased
505	Segall Bryant & Hamill Chicago, Illinois	$155M	+$3.4M	8	3.89%	Increased
506	AIM Allen Investment Management New York	$155M	+$2.64M	5	9.25%	Increased
507	Scotia Capital Toronto, Ontario, Canada	$154M	+$18.5M	7	2.46%	Increased
508	IRF IBM Retirement Fund Armonk, New York	$154M	-$740K	11	6.47%	Reduced
509	Cincinnati Insurance Fairfield, Ohio	$152M	$0	2	4.93%	Maintained
510	FFA First Foundation Advisors Irvine, California	$151M	-$3.21M	7	9.87%	Reduced
511	Oppenheimer & Co New York	$150M	+$4.7M	12	4.38%	Increased
512	CC Cannell & Co New York	$150M	-$5.86M	7	5.44%	Reduced
513	SCCM Schafer Cullen Capital Management New York	$150M	-$60.9M	2	2.03%	Reduced
514	Bartlett & Co Cincinnati, Ohio	$149M	+$106K	9	7.04%	Increased
515	Cullen/Frost Bankers San Antonio, Texas	$149M	+$3.24M	7	5.12%	Increased
516	VCM Valiant Capital Management San Francisco, California	$148M	+$7.17M	2	10.68%	Increased
517	BAM Baring Asset Management London, United Kingdom	$148M	+$48.9M	5	10.11%	Increased
518	NA Neuburgh Advisers Los Angeles, California	$147M	+$150M	7	6.62%	New
519	MUFG Americas New York	$146M	-$701K	10	4.84%	Reduced
520	People's United Financial Bridgeport, Connecticut	$146M	+$28.4M	11	5.39%	Increased
521	Capital International Los Angeles, California	$145M	-$1.92M	6	10.17%	Reduced
522	Ferguson Wellman Capital Management Portland, Oregon	$144M	+$1.84M	7	5.88%	Increased
523	Meyer Handelman Company Rye Brook, New York	$143M	+$162K	6	6.34%	Increased
524	DVI Deccan Value Investors Greenwich, Connecticut	$142M	$0	1	10.34%	Maintained
525	Thompson Siegel & Walmsley Richmond, Virginia	$140M	+$17.9M	12	1.84%	Increased