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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	Cannell & Spears New York	$98.3M	+$11.7M	4	11.77%	Increased
527	TCTC Holdings Dallas, Texas	$97.6M	+$2.19M	5	5.76%	Increased
528	Ariel Investments Chicago, Illinois	$97.5M	+$15.1M	3	1.09%	Increased
529	Daiwa Securities Group Tokyo, Japan	$97.4M	+$14M	10	0.65%	Increased
530	Impax Asset Management Portsmouth, New Hampshire	$97.4M	-$15.3M	5	5.34%	Reduced
531	OAMG Odey Asset Management Group London, United Kingdom	$97.3M	+$13.6M	2	5.52%	Increased
532	D.A. Davidson & Co Great Falls, Montana	$97.2M	+$16.1M	14	3.19%	Increased
533	Birch Hill Investment Advisors Boston, Massachusetts	$96.9M	+$6.26M	5	9.9%	Increased
534	PIMC Praesidium Investment Management Company New York	$96M	+$24.7M	1	7.67%	Increased
535	Westwood Holdings Group Dallas, Texas	$95.6M	+$45.7M	3	0.73%	Increased
536	Argent Capital Management St Louis, Missouri	$95.5M	+$706K	4	4.33%	Increased
537	NG NatWest Group Edinburgh, Scotland, United Kingdom	$95.3M	+$1.99M	6	1.25%	Increased
538	PRCM Pine River Capital Management Minnetonka, Minnesota	$95.1M	+$14.4M	5	1.16%	Increased
539	Evercore Wealth Management New York	$95M	+$3.23M	10	4.36%	Increased
540	Alkeon Capital Management New York	$94.5M	-$30.2M	1	1.8%	Reduced
541	Cullen Capital Management New York	$94.4M	+$305K	2	2.65%	Increased
542	Renaissance Group Covington, Kentucky	$93.9M	-$23.4M	5	3.55%	Reduced
543	Meag Munich Ergo Munich, Germany	$93.8M	+$10.5M	6	4.49%	Increased
544	CC Colrain Capital Boston, Massachusetts	$93.5M	-$8.68M	4	7.79%	Reduced
545	Swiss Life Asset Management Zurich,	$93.4M	+$93.8M	5	3.77%	New
546	R.H. Bluestein & Co Birmingham, Michigan	$93.1M	-$438K	6	5.61%	Reduced
547	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$92.8M	-$2.24M	6	10.75%	Reduced
548	CPIM Columbia Partners Investment Management Alexandria, Virginia	$92.3M	-$4.87M	7	4.91%	Reduced
549	Todd Asset Management Louisville, Kentucky	$92M	-$3.51M	4	2.57%	Reduced
550	CEP Chicago Equity Partners Chicago, Illinois	$91.9M	-$20M	3	2.45%	Reduced