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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
626	United States Steel & Carnegie Pension Fund New York	$124M	-$92.4M	2	5.15%	Reduced
627	NSRI New Silk Road Investment Singapore	$124M	-$6.63M	1	77.4%	Reduced
628	Douglass Winthrop Advisors New York	$123M	-$495K	6	7.43%	Reduced
629	Castleark Management Chicago, Illinois	$122M	-$13.7M	5	4%	Reduced
630	AI ArchPoint Investors Coral Gables, Florida	$122M	+$7.46M	4	38.81%	Increased
631	FCM Flinton Capital Management Philadelphia, Pennsylvania	$122M	+$4.41M	5	4.46%	Increased
632	Impax Asset Management Portsmouth, New Hampshire	$122M	-$811K	5	6.86%	Reduced
633	SC SRB Corp Boston, Massachusetts	$121M	+$181K	3	17.39%	Increased
634	TAM Tiverton Asset Management Wilimington, Delaware	$121M	$0	4	6.53%	Maintained
635	WesBanco Bank Wheeling, West Virginia	$121M	-$4.96M	9	6.56%	Reduced
636	LGT Capital Partners Pfaeffikon, Switzerland	$120M	+$17.3M	4	12.09%	Increased
637	BC Brahman Capital New York	$120M	+$109M	1	3.99%	New
638	TCTC Holdings Dallas, Texas	$120M	-$430K	6	8.22%	Reduced
639	Cambridge Trust Cambridge, Massachusetts	$120M	-$8.21M	6	8.29%	Reduced
640	PCM Palestra Capital Management New York	$119M	-$15.6M	2	9.18%	Reduced
641	MVP Miller Value Partners Sarasota, Florida	$119M	+$86.2K	4	4.84%	Increased
642	Washington Trust Westerly, Rhode Island	$119M	+$224K	8	7.27%	Increased
643	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$119M	-$8.96M	7	2.7%	Reduced
644	TCM Tekne Capital Management New York	$118M	+$3.43M	3	25.56%	Increased
645	UMB Bank Kansas City, Missouri	$118M	+$13.9M	7	4.12%	Increased
646	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$117M	+$3.41M	12	1.18%	Increased
647	BOK Financial Tulsa, Oklahoma	$117M	+$2.57M	11	3.69%	Increased
648	Oak Ridge Investments Chicago, Illinois	$117M	+$8.13M	4	3.73%	Increased
649	IIM Ivory Investment Management New York	$117M	+$61.3M	3	4.35%	Increased
650	Kentucky Retirement Systems Frankfort, Kentucky	$116M	+$669K	10	8.74%	Increased