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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
576	Boston Private Bank & Trust Boston, Massachusetts	$85.6M	+$256K	11	3.97%	Increased
577	DC Deere & Company Moline, Illinois	$85.5M	+$4.66K	8	4.63%	Increased
578	Rathbones Group Liverpool, United Kingdom	$85.2M	+$21.9M	6	5.61%	Increased
579	TIAA CREF Trust St Louis, Missouri	$85.1M	-$1.07M	4	1.06%	Reduced
580	Zweig-DiMenna Associates New York	$85M	-$22.3M	3	3.66%	Reduced
581	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$84.7M	-$1.8M	8	3.89%	Reduced
582	Clifford Swan Investment Counsel Pasadena, California	$84.7M	-$205K	5	5.59%	Reduced
583	Truist Financial Charlotte, North Carolina	$84M	-$3.6M	7	2.47%	Reduced
584	Kentucky Retirement Systems Frankfort, Kentucky	$83.7M	-$3.98M	8	6.17%	Reduced
585	Dana Investment Advisors Waukesha, Wisconsin	$83.3M	+$14M	4	3.37%	Increased
586	D.A. Davidson & Co Great Falls, Montana	$82.9M	-$1.94M	14	2.71%	Reduced
587	HBK Investments Dallas, Texas	$82.6M	+$48.6M	7	1.01%	Increased
588	Veritable Wilmington, Delaware	$82.6M	-$22.4M	9	1.71%	Reduced
589	Ladenburg Thalmann Financial Services Miami, Florida	$82.1M	+$33M	14	1.82%	Increased
590	Barings Charlotte, North Carolina	$81.8M	-$5.04M	9	1.81%	Reduced
591	ARTA A.R.T. Advisors New York	$81.7M	+$64.7M	11	3.05%	Increased
592	BAM Barrett Asset Management New York	$80.8M	-$54.8K	6	6.33%	Reduced
593	Whale Rock Capital Management Boston, Massachusetts	$80.6M	-$59.3M	2	9.2%	Reduced
594	ACR Alpine Capital Research St. Louis, Missouri	$80.4M	+$6.1M	1	10.56%	Increased
595	Vision Capital Management Portland, Oregon	$80.1M	+$11.3M	4	9.23%	Increased
596	BloombergSen Toronto, Ontario, Canada	$80M	-$9.6M	1	5.67%	Reduced
597	SCGE Management Menlo Park, California	$79.9M	-$61.2M	2	11.07%	Reduced
598	Markel Group Glen Allen, Virginia	$79.9M	$0	3	2.01%	Maintained
599	Parametric Risk Advisors Westport, Connecticut	$79.9M	-$6.85M	4	5.33%	Reduced
600	PRCM Pine River Capital Management Minnetonka, Minnesota	$79.7M	+$28.3M	6	1.02%	Increased