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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
651	SWITC Stewart West Indies Trading Company Boulder, Colorado	$57.9M	$0	2	6.17%	Maintained
652	Thompson Siegel & Walmsley Richmond, Virginia	$57.8M	-$1.43M	7	1.3%	Reduced
653	Ingalls & Snyder LLC New York	$57.7M	-$9.27M	6	3.09%	Reduced
654	Liberty Mutual Group Asset Management Boston, Massachusetts	$57.5M	+$230K	8	1.88%	Increased
655	Perkins Investment Management Chicago, Illinois	$57.4M	-$658K	3	0.44%	Reduced
656	PIMC Praesidium Investment Management Company New York	$57.1M	+$53.1M	1	5.26%	New
657	HIP Hengistbury Investment Partners London, United Kingdom	$57M	-$5.99M	1	27.42%	Reduced
658	Ariel Investments Chicago, Illinois	$57M	+$3.45M	3	0.7%	Increased
659	NorthCoast Asset Management Greenwich, Connecticut	$56.4M	+$61.9M	3	3.68%	New
660	Lockheed Martin Investment Management Bethesda, Maryland	$56.3M	+$27.2M	4	2.89%	Increased
661	ACM Addison Clark Management Stamford, Connecticut	$55.9M	+$3.83M	1	5.58%	Increased
662	EC EMS Capital New York	$55.7M	+$3.51M	2	10.06%	Increased
663	Confluence Investment Management St. Louis, Missouri	$55.7M	+$3.83M	3	2.82%	Increased
664	Nippon Life Insurance Tokyo, Japan	$55.7M	-$2.32M	5	1.55%	Reduced
665	MCM McKinley Capital Management Anchorage, Alaska	$55.6M	-$4.54M	5	2.34%	Reduced
666	WMS Partners Towson, Maryland	$55.6M	-$153K	6	8.9%	Reduced
667	Quantitative Investment Management Charlottesville, Virginia	$55.4M	+$35.1M	5	2.64%	Increased
668	FCI Financial Counselors Inc Overland Park, Kansas	$55.2M	-$23K	6	3.98%	Reduced
669	Loews Corp New York	$54.8M	-$11M	3	0.32%	Reduced
670	Cohen & Steers New York	$54.4M	-$8.33M	3	0.16%	Reduced
671	Mogy Joel R Investment Counsel Beverly Hills, California	$54.4M	+$400K	5	11.33%	Increased
672	MIM Martin Investment Management Palm Beach Gardens, Florida	$54.2M	-$653K	3	10.31%	Reduced
673	Foundry Partners Minneapolis, Minnesota	$54.1M	+$3.51M	4	5.06%	Increased
674	HT HAP Trading New York	$53.6M	+$48.8M	4	2.42%	Increased
675	Clough Capital Partners Boston, Massachusetts	$53.4M	-$13.3M	1	1.67%	Reduced