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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	ACR Alpine Capital Research St. Louis, Missouri	$84.9M	+$15.6M	1	10.31%	Increased
577	JC Joho Capital New York	$84.8M	-$44.1M	1	19.37%	Reduced
578	TIAA CREF Trust St Louis, Missouri	$84.7M	+$348K	4	0.98%	Increased
579	Truist Financial Charlotte, North Carolina	$83.7M	+$1.8M	7	2.4%	Increased
580	Conning Inc Hartford, Connecticut	$83.4M	+$13.2M	7	3.54%	Increased
581	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$83.3M	+$34.2M	5	4.32%	Increased
582	Ladenburg Thalmann Financial Services Miami, Florida	$83.2M	+$4.56M	15	1.6%	Increased
583	DC Deere & Company Moline, Illinois	$83.2M	-$448K	8	4.43%	Reduced
584	BAM Barrett Asset Management New York	$83.1M	+$5.76M	6	6.87%	Increased
585	Hosking & Co Dublin, Ireland	$82.9M	+$8.96M	3	5.86%	Increased
586	Rathbones Group Liverpool, United Kingdom	$82.7M	-$258K	6	5.47%	Reduced
587	FAM Foxhaven Asset Management Charlottesville, Virginia	$82.3M	+$33.9M	2	9.81%	Increased
588	Boston Private Bank & Trust Boston, Massachusetts	$82.2M	-$352K	10	3.79%	Reduced
589	Vaughan David Investments Peoria, Illinois	$82.1M	+$888K	3	4.87%	Increased
590	Crawford Investment Counsel Atlanta, Georgia	$82.1M	+$4.46M	4	2.97%	Increased
591	SIM Sentry Investment Management Stevens Point, Wisconsin	$81.4M	+$6.08M	8	3.85%	Increased
592	SA Smithwood Advisers Los Angeles, California	$81.3M	$0	1	8.35%	Maintained
593	TP Theleme Partners London, United Kingdom	$81M	$0	1	5.43%	Maintained
594	LMCG Investments Boston, Massachusetts	$80.4M	+$929K	6	1.68%	Increased
595	PCM Prime Capital Management Hong Kong	$80.3M	+$31.1M	2	18.29%	Increased
596	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$80M	+$4.9M	2	49.63%	Increased
597	Great Lakes Advisors Chicago, Illinois	$79.9M	+$34.2M	5	2.44%	Increased
598	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$79.7M	-$3.69M	8	3.8%	Reduced
599	Bank of Nova Scotia Toronto, Ontario, Canada	$79.6M	-$128M	7	0.36%	Reduced
600	Summitry LLC Foster City, California	$78.3M	+$5.8M	3	9.16%	Increased