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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	WIM Weitz Investment Management Omaha, Nebraska	$197M	+$31.8M	5	8.12%	Increased
502	Profund Advisors Bethesda, Maryland	$196M	+$8.45M	12	8.16%	Increased
503	Truist Financial Charlotte, North Carolina	$196M	-$1.89M	11	3.8%	Reduced
504	VIM Veritas Investment Management London, United Kingdom	$195M	-$2.27M	5	26.4%	Reduced
505	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$194M	-$3.18M	6	9.51%	Reduced
506	Kayne Anderson Rudnick Investment Management Los Angeles, California	$194M	-$13.1M	6	1.75%	Reduced
507	Oppenheimer & Co New York	$194M	+$5.43M	14	5.19%	Increased
508	Fiduciary Trust Boston, Massachusetts	$192M	-$1.62M	8	5.9%	Reduced
509	SAM Securian Asset Management St Paul, Minnesota	$191M	+$1.23M	11	4.96%	Increased
510	People's United Financial Bridgeport, Connecticut	$191M	-$1.53M	9	6.39%	Reduced
511	FI Focused Investors Los Angeles, California	$190M	-$5.55M	2	8.07%	Reduced
512	Oppenheimer Asset Management New York	$190M	-$5.93M	14	4.94%	Reduced
513	Intermede Investment Partners London, United Kingdom	$189M	-$878K	3	17.29%	Reduced
514	BC Brahman Capital New York	$187M	+$73.2M	1	6.36%	Increased
515	JP Jana Partners New York	$186M	-$109M	2	3.81%	Reduced
516	Gofen & Glossberg Chicago, Illinois	$186M	+$3.39M	7	6.89%	Increased
517	Segall Bryant & Hamill Chicago, Illinois	$185M	+$726K	8	4.3%	Increased
518	Welch & Forbes Boston, Massachusetts	$185M	-$5.67M	8	4.86%	Reduced
519	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$184M	+$10M	15	1.32%	Increased
520	Johnson Investment Counsel Cincinnati, Ohio	$182M	+$9.3M	9	4.82%	Increased
521	Adams Diversified Equity Fund Baltimore, Maryland	$181M	-$3.76M	6	9.85%	Reduced
522	RHBC R.H. Bluestein & Co Birmingham, Michigan	$180M	-$9.53M	6	9.87%	Reduced
523	Driehaus Capital Management Chicago, Illinois	$180M	-$31.5M	6	7%	Reduced
524	Madison Investment Holdings Madison, Wisconsin	$179M	-$8.18M	5	3.21%	Reduced
525	PineBridge Investments New York	$179M	+$23M	11	4.31%	Increased