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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
526	Becker Capital Management Portland, Oregon	$102M	+$2.74M	5	3.95%	Increased
527	Miller Howard Investments Kingston, New York	$102M	+$1.98M	2	1.56%	Increased
528	SCM Stevens Capital Management Radnor, Pennsylvania	$101M	+$58.9M	7	3.41%	Increased
529	AGA Altrinsic Global Advisors Stamford, Connecticut	$101M	-$10.4M	3	2.08%	Reduced
530	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$100M	+$9.28M	3	12.25%	Increased
531	TCTC Holdings Dallas, Texas	$99M	+$433K	4	5.99%	Increased
532	EARNEST Partners Atlanta, Georgia	$99M	-$2.6M	2	0.81%	Reduced
533	Balyasny Asset Management Chicago, Illinois	$98.8M	+$37.5M	4	0.91%	Increased
534	Alpha Wave Global New York	$98.7M	$0	1	5.35%	Maintained
535	Cincinnati Insurance Fairfield, Ohio	$97.9M	$0	2	3.43%	Maintained
536	MICM Matthews International Capital Management San Francisco, California	$97.8M	-$903K	1	4.07%	Reduced
537	Segall Bryant & Hamill Chicago, Illinois	$97.6M	-$6.68M	5	2.21%	Reduced
538	CPIM Columbia Partners Investment Management Alexandria, Virginia	$97.3M	+$246K	7	5.03%	Increased
539	Findlay Park Partners London, United Kingdom	$97.1M	+$43.4M	1	1.04%	Increased
540	CAM Coronation Asset Management Cape Town, South Africa	$96.5M	+$21.5M	3	5.65%	Increased
541	NG NatWest Group Edinburgh, Scotland, United Kingdom	$96.4M	-$13.1M	7	0.82%	Reduced
542	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$96.2M	-$218M	2	3.69%	Reduced
543	Todd Asset Management Louisville, Kentucky	$96M	-$15.3M	4	2.67%	Reduced
544	Check Capital Management Costa Mesa, California	$95.5M	+$5.86M	3	8.41%	Increased
545	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$95.3M	+$7.45M	6	11.63%	Increased
546	MI Markston International White Plains, New York	$94.8M	-$482K	6	5.9%	Reduced
547	Evercore Wealth Management New York	$94.7M	+$235K	10	4.72%	Increased
548	ACM Argent Capital Management St Louis, Missouri	$94M	-$32.6M	4	4.52%	Reduced
549	TM Tiger Management New York	$93.8M	-$52.3M	2	18.41%	Reduced
550	Avalon Investment & Advisory Houston, Texas	$93.2M	-$11.3M	5	4.25%	Reduced