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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	Cannell & Spears New York	$125M	-$590K	6	16.29%	Reduced
677	SRAM Stone Ridge Asset Management New York	$125M	+$51.5M	13	7.3%	Increased
678	SCCM Schafer Cullen Capital Management New York	$124M	-$44.6M	2	1.49%	Reduced
679	SCM Silvant Capital Management Atlanta, Georgia	$124M	+$127M	7	15.93%	New
680	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$124M	-$19.4M	12	1.34%	Reduced
681	Trinity Street Asset Management London, United Kingdom	$123M	-$48M	3	22.91%	Reduced
682	Osterweis Capital Management San Francisco, California	$123M	+$6.57M	5	8.72%	Increased
683	CPIM Columbia Partners Investment Management Alexandria, Virginia	$122M	+$8.93M	7	15.57%	Increased
684	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$122M	-$7.58M	4	19.93%	Reduced
685	DAC Dividend Assets Capital Ridgeland, South Carolina	$122M	+$3.38M	5	6.02%	Increased
686	Tairen Capital Hong Kong	$120M	+$123M	3	39.23%	New
687	Darrell & King Charlottesville, Virginia	$119M	-$48.8M	6	16.9%	Reduced
688	Kentucky Retirement Systems Frankfort, Kentucky	$118M	-$21.8M	10	10.06%	Reduced
689	BAM Barrett Asset Management New York	$118M	-$754K	7	8.38%	Reduced
690	Ameritas Investment Partners Lincoln, Nebraska	$118M	-$9.7M	16	5.66%	Reduced
691	Simplex Trading Chicago, Illinois	$118M	-$109M	14	5.18%	Reduced
692	Associated Banc-Corp Green Bay, Wisconsin	$118M	-$12.1M	6	6.7%	Reduced
693	Regal Partners Sydney, NSW, Australia	$117M	-$3.85M	1	14.36%	Reduced
694	Logan Capital Management Newtown Square, Pennsylvania	$117M	-$4.69M	6	8.24%	Reduced
695	Badgley, Phelps & Bell Seattle, Washington	$117M	+$1.09M	9	7.8%	Increased
696	WP Wedgewood Partners St Louis, Missouri	$117M	-$53.7M	2	5.38%	Reduced
697	WI Wafra Inc New York	$116M	+$20.9M	4	5.28%	Increased
698	ESG Emerging Sovereign Group New York	$116M	-$41M	2	26.28%	Reduced
699	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$116M	-$16.8M	6	19.1%	Reduced
700	Oak Ridge Investments Chicago, Illinois	$116M	-$14.9M	4	6.41%	Reduced