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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
601	PFC Poplar Forest Capital Pasadena, California	$166M	-$3.12M	5	12.05%	Reduced
602	Cooperman Leon G	$165M	$0	3	9.81%	Maintained
603	Clark Capital Management Group Philadelphia, Pennsylvania	$165M	+$8.52M	8	3.49%	Increased
604	Associated Banc-Corp Green Bay, Wisconsin	$165M	+$1.57M	6	9.05%	Increased
605	Steward Partners Investment Advisory New York	$164M	-$7.73M	20	6.01%	Reduced
606	Cincinnati Financial Corp Fairfield, Ohio	$163M	$0	2	5.98%	Maintained
607	Newbrook Capital Advisors New York	$163M	+$55.6M	3	12.19%	Increased
608	HAM HHR Asset Management Berkeley Heights, New Jersey	$163M	-$5.67M	3	12.19%	Reduced
609	AI ArchPoint Investors Coral Gables, Florida	$163M	+$23.1M	4	51.51%	Increased
610	NAYA Capital Management (UK) London, United Kingdom	$163M	+$13.2M	1	12.71%	Increased
611	Cortland Advisers Wilmington, Delaware	$162M	-$16.2M	1	7.54%	Reduced
612	Washington Trust Westerly, Rhode Island	$162M	+$95.2K	8	8.85%	Increased
613	FCM Flinton Capital Management Philadelphia, Pennsylvania	$161M	+$2.14M	7	5.07%	Increased
614	JMH J.M. Hartwell New York	$161M	+$1.19M	5	29.73%	Increased
615	Quantitative Investment Management Charlottesville, Virginia	$161M	+$19.6M	6	6.23%	Increased
616	Carillon Tower Advisers St. Petersburg, Florida	$160M	-$18.1M	5	1.1%	Reduced
617	Meyer Handelman Company Rye Brook, New York	$159M	-$2.62M	8	8.16%	Reduced
618	HMI Capital Management San Francisco, California	$159M	+$45.1M	1	16.18%	Increased
619	Varma Mutual Pension Insurance Co Helsinki, Finland	$159M	-$41.3M	3	3.15%	Reduced
620	Northeast Investment Management Boston, Massachusetts	$158M	-$996K	8	12.58%	Reduced
621	Myriad Asset Management North Point, Hong Kong	$158M	+$11.4M	2	14.79%	Increased
622	WesBanco Bank Wheeling, West Virginia	$157M	-$1.35M	9	7.68%	Reduced
623	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$156M	+$141M	3	33.89%	Increased
624	CC Cederberg Capital London, United Kingdom	$155M	+$45.8M	1	39.7%	Increased
625	GW&K Investment Management Boston, Massachusetts	$155M	-$561K	4	2.35%	Reduced