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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	Hikari Power Tokyo, Japan	$92.7M	+$8.68M	3	12.65%	Increased
652	TGCM Tukman Grossman Capital Management Larkspur, California	$92.6M	-$3.15M	1	5.39%	Reduced
653	E. Ohman J:or Asset Management Stockholm, Sweden	$92.4M	+$43.6M	12	16.19%	Increased
654	TAM Telemark Asset Management Boston, Massachusetts	$92M	-$2.23M	2	21.54%	Reduced
655	Liberty Mutual Group Asset Management Boston, Massachusetts	$91.2M	+$36.8M	11	3.66%	Increased
656	PFU Parus Finance (UK) London, United Kingdom	$90.9M	+$23.6M	1	20.11%	Increased
657	Johnson Investment Counsel Cincinnati, Ohio	$90.6M	-$1.06M	4	3.18%	Reduced
658	Washington Trust Westerly, Rhode Island	$90.3M	+$52.1K	7	6.17%	Increased
659	Heritage Investors Management Corp Bethesda, Maryland	$90.2M	+$2.58M	7	7.13%	Increased
660	Cambridge Trust Cambridge, Massachusetts	$89.9M	-$2.26M	7	7.36%	Reduced
661	Clough Capital Partners Boston, Massachusetts	$89.5M	+$49.8M	4	4.19%	Increased
662	BAM Barrett Asset Management New York	$88.8M	-$1.75M	7	7.75%	Reduced
663	SA Smithwood Advisers Los Angeles, California	$88.8M	$0	1	24.52%	Maintained
664	CC Colrain Capital Boston, Massachusetts	$88.8M	-$8.46M	4	9%	Reduced
665	Disciplined Growth Investors Minneapolis, Minnesota	$88.6M	-$21.1M	1	2.23%	Reduced
666	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$88.6M	+$16.6M	13	1.77%	Increased
667	Associated Banc-Corp Green Bay, Wisconsin	$88.4M	-$3.35M	6	5.83%	Reduced
668	RP RBS Partners Bay Harbor Islands, Florida	$87.6M	+$27.5M	1	6.01%	Increased
669	HS Huntington Steele Oaks, Pennsylvania	$87.4M	-$6.74M	3	35.66%	Reduced
670	Wasatch Advisors Salt Lake City, Utah	$87.3M	-$25.4M	6	1.2%	Reduced
671	Nippon Life Global Investors Americas New York	$86.7M	+$9.5M	4	8.13%	Increased
672	Crawford Investment Counsel Atlanta, Georgia	$86.6M	-$10.5M	5	3.82%	Reduced
673	ALA Atherton Lane Advisers Menlo Park, California	$86.5M	+$3.58M	8	5.04%	Increased
674	RIG Roosevelt Investment Group New York	$86.4M	+$13M	6	5.67%	Increased
675	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$86.3M	+$73M	4	24%	Increased