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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
551	LCM Logan Capital Management Newtown Square, Pennsylvania	$94.3M	-$1.41M	6	6.76%	Reduced
552	Tokio Marine Asset Management Tokyo, Japan	$94M	-$3.85M	9	6.81%	Reduced
553	PCM Prime Capital Management Hong Kong	$93.8M	+$96.6M	2	16.8%	New
554	Riverbridge Partners Minneapolis, Minnesota	$93.8M	-$2.91M	4	1.83%	Reduced
555	HCMT Highland Capital Management (Texas) Dallas, Texas	$93.3M	+$67.5M	5	3.5%	Increased
556	ANI American National Insurance Galveston, Texas	$92.9M	$0	6	5.66%	Maintained
557	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$92.7M	+$89.2M	1	10.66%	New
558	CAM Coronation Asset Management Cape Town, South Africa	$92.7M	+$33M	3	4.76%	Increased
559	PEAK6 Group Chicago, Illinois	$92.5M	+$66.7M	8	0.71%	Increased
560	Crawford Investment Counsel Atlanta, Georgia	$92.5M	-$3.31M	4	3.33%	Reduced
561	TP Theleme Partners London, United Kingdom	$92.3M	+$16.7M	1	6.13%	Increased
562	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$91.6M	+$92.6M	1	3.2%	New
563	Truist Financial Charlotte, North Carolina	$91.3M	+$6.91M	7	2.76%	Increased
564	VanEck Associates New York	$91.2M	-$59.9M	2	0.48%	Reduced
565	AIM Assured Investment Management New York	$91M	+$18.3M	6	1.49%	Increased
566	Meag Munich Ergo Munich, Germany	$91M	-$20.2M	5	4.2%	Reduced
567	Kentucky Retirement Systems Frankfort, Kentucky	$90.8M	+$90.4M	8	6.66%	New
568	TIAA CREF Trust St Louis, Missouri	$90.7M	+$2.83M	4	1.24%	Increased
569	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$89.6M	-$198K	8	4.29%	Reduced
570	KIG Kovitz Investment Group Chicago, Illinois	$89.1M	+$1.58M	3	4.57%	Increased
571	RHBC R.H. Bluestein & Co Birmingham, Michigan	$88.8M	+$4.79M	7	5.57%	Increased
572	Barings Charlotte, North Carolina	$88.7M	+$10.9M	9	1.92%	Increased
573	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$88.6M	+$25.5M	6	10.93%	Increased
574	D.A. Davidson & Co Great Falls, Montana	$88.5M	-$318K	14	3%	Reduced
575	CC Cannell & Co New York	$88.4M	-$35.6M	5	2.76%	Reduced