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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
676	Seizert Capital Partners Birmingham, Michigan	$108M	-$3.21M	6	3.9%	Reduced
677	BBVA USA Bancshares Houston, Texas	$108M	-$774K	8	7.09%	Reduced
678	CS McKee Pittsburgh, Pennsylvania	$108M	-$2.25M	4	8.59%	Reduced
679	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$107M	+$6.55M	7	15.1%	Increased
680	Ameritas Investment Partners Lincoln, Nebraska	$107M	+$1.18M	16	5.18%	Increased
681	Northeast Investment Management Boston, Massachusetts	$107M	+$6.17M	7	9.72%	Increased
682	Cincinnati Financial Corp Fairfield, Ohio	$106M	+$7.49M	2	5.02%	Increased
683	Associated Banc-Corp Green Bay, Wisconsin	$105M	-$648K	6	5.98%	Reduced
684	Cortland Associates St Louis, Missouri	$105M	-$1.95M	5	20.21%	Reduced
685	Columbus Hill Capital Management Short Hills, New Jersey	$105M	-$5.14M	2	10.55%	Reduced
686	TDAM USA Toronto, Ontario, Canada	$104M	-$18.5M	7	5.38%	Reduced
687	Chilton Investment Company Stamford, Connecticut	$104M	-$2.74M	5	4.01%	Reduced
688	BAM Barrett Asset Management New York	$104M	+$5.44M	7	7.86%	Increased
689	Heritage Investors Management Corp Bethesda, Maryland	$103M	-$77.8K	8	6.94%	Reduced
690	Select Equity Group New York	$103M	-$80M	3	0.73%	Reduced
691	Vaughan David Investments Peoria, Illinois	$103M	+$1.23M	5	5.17%	Increased
692	Close Asset Management London, United Kingdom	$103M	-$2.95M	9	11.44%	Reduced
693	Antipodes Partners Royal Exchange, Australia	$102M	+$22M	2	13.44%	Increased
694	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$102M	-$110M	1	9.02%	Reduced
695	Klingenstein Fields & Co New York	$102M	+$354K	6	3.98%	Increased
696	Picton Mahoney Asset Management Toronto, Ontario, Canada	$102M	-$2.37M	4	7.24%	Reduced
697	TT International London, United Kingdom	$102M	-$8.69M	3	23.89%	Reduced
698	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$101M	-$32.2M	6	11.98%	Reduced
699	IHL Investment House LLC Redondo Beach, California	$101M	-$942K	8	13.54%	Reduced
700	ESG Emerging Sovereign Group New York	$101M	+$10.9M	2	25.7%	Increased