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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	Banco Santander Madrid, Spain	$242M	+$778K	8	2.76%	Increased
502	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$241M	+$4.16M	2	20.03%	Increased
503	Kayne Anderson Rudnick Investment Management Los Angeles, California	$241M	-$3.22M	6	1.41%	Reduced
504	Johnson Investment Counsel Cincinnati, Ohio	$241M	-$9.49M	10	5.36%	Reduced
505	Whittier Trust South Pasadena, California	$241M	+$1.17M	15	7.52%	Increased
506	Crossmark Global Holdings Houston, Texas	$240M	-$12.7M	13	6.1%	Reduced
507	MC Maplelane Capital New York	$240M	-$223M	7	7.98%	Reduced
508	DCP Darsana Capital Partners New York	$239M	-$59.9M	1	7.48%	Reduced
509	FC Fairpointe Capital Chicago, Illinois	$237M	-$67M	4	6.1%	Reduced
510	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$237M	-$1.4M	7	10.78%	Reduced
511	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$236M	+$61.5M	4	7.28%	Increased
512	MIS Morningstar Investment Services Chicago, Illinois	$236M	-$489K	5	4.25%	Reduced
513	Great Lakes Advisors Chicago, Illinois	$236M	+$13.9M	9	5.2%	Increased
514	Welch & Forbes Boston, Massachusetts	$235M	-$2.81M	10	5.61%	Reduced
515	Harvest Fund Management Beijing, China	$235M	-$7.93M	9	40.38%	Reduced
516	Zacks Investment Management Chicago, Illinois	$235M	-$8.63M	8	4.9%	Reduced
517	WMC Westwood Management Corporation Chicago, Illinois	$234M	-$2.24M	5	28.81%	Reduced
518	AI AIA International Hong Kong	$234M	+$12M	1	68.17%	Increased
519	MC Montag & Caldwell Atlanta, Georgia	$234M	-$12.1M	4	9.11%	Reduced
520	TAM Tiverton Asset Management Wilimington, Delaware	$233M	+$8.69M	11	11.46%	Increased
521	HAM HHR Asset Management Berkeley Heights, New Jersey	$233M	-$17M	3	13.45%	Reduced
522	Cincinnati Insurance Fairfield, Ohio	$232M	$0	2	6.5%	Maintained
523	Elliott Management New York	$230M	-$43.9M	2	1.01%	Reduced
524	Daiwa Securities Group Tokyo, Japan	$229M	+$2.19M	13	1.92%	Increased
525	D.A. Davidson & Co Great Falls, Montana	$228M	+$2.43M	15	4.06%	Increased