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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	Nippon Life Global Investors Americas New York	$402M	-$4.65M	3	17.26%	Reduced
602	OA Oak Associates Akron, Ohio	$396M	+$494K	8	26.63%	Increased
603	Mesirow Financial Investment Management Chicago, Illinois	$395M	+$329K	7	7.65%	Increased
604	EC Eminence Capital New York	$394M	+$2.5M	2	5.56%	Increased
605	Hantz Financial Services Southfield, Michigan	$388M	-$5.3M	17	6.89%	Reduced
606	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$387M	+$22.6M	6	10.9%	Increased
607	Stratos Wealth Partners Beachwood, Ohio	$387M	+$25.6M	12	5.58%	Increased
608	Wilmington Savings Fund Society Wilmington, Delaware	$386M	+$150M	20	6.92%	Increased
609	Kestra Private Wealth Services Austin, Texas	$385M	-$5.45M	17	7.06%	Reduced
610	Slate Path Capital New York	$384M	-$5.27M	2	5.91%	Reduced
611	Stock Yards Bank & Trust Louisville, Kentucky	$383M	-$16.4M	7	12.34%	Reduced
612	Gotham Asset Management New York	$383M	+$43.5M	20	3.96%	Increased
613	Allianz Munich, Germany	$382M	+$3.28M	10	10.32%	Increased
614	GCM Gladstone Capital Management London, United Kingdom	$381M	-$96.6M	5	32.09%	Reduced
615	Curi RMB Capital Chicago, Illinois	$375M	+$13.5M	10	8.52%	Increased
616	Peregrine Capital Management Minneapolis, Minnesota	$375M	+$10.2M	7	11.32%	Increased
617	Greenleaf Trust Kalamazoo, Michigan	$374M	+$10.7M	10	3.33%	Increased
618	Tokio Marine Asset Management Tokyo, Japan	$370M	+$13.7M	14	16.23%	Increased
619	NZS Capital Denver, Colorado	$370M	-$14.2M	4	14.42%	Reduced
620	Scharf Investments Los Gatos, California	$366M	-$57M	4	10.09%	Reduced
621	CK Cohen Klingenstein New York	$364M	-$4.53M	8	12.67%	Reduced
622	Capula Management Grand Cayman, Cayman Islands	$362M	-$218M	6	3.68%	Reduced
623	Norinchukin Bank Tokyo, Japan	$360M	+$44.5M	9	8.5%	Increased
624	Vinva Investment Management Sydney, Australia	$360M	+$50.1M	14	15.21%	Increased
625	TFP Triple Frond Partners San Francisco, California	$360M	+$40.1M	3	46.53%	Increased