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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
701	Penn Davis McFarland Dallas, Texas	$50.5M	-$4.9M	2	12.12%	Reduced
702	Zacks Investment Management Chicago, Illinois	$50.3M	-$12.3M	6	1.98%	Reduced
703	Myriad Asset Management North Point, Hong Kong	$50.3M	+$2.93M	1	12.97%	Increased
704	Granite Investment Partners El Segundo, California	$50.2M	-$3.5M	5	7.72%	Reduced
705	Palladium Partners Norfolk, Virginia	$50M	-$470K	4	4.74%	Reduced
706	Osborne Partners Capital Management San Francisco, California	$50M	-$4.65M	5	6.52%	Reduced
707	Mid Continent Capital Chicago, Illinois	$49.7M	-$757K	4	3.07%	Reduced
708	PRCM Pine River Capital Management Minnetonka, Minnesota	$49.6M	+$15.2M	3	0.6%	Increased
709	Vision Capital Management Portland, Oregon	$49.6M	-$25.3M	5	5.9%	Reduced
710	First Mercantile Trust Cordova, Tennessee	$49.4M	-$2.47M	9	3.86%	Reduced
711	CF CNA Financial Chicago, Illinois	$49.4M	+$1.03M	4	9.66%	Increased
712	Daiwa Capital Markets America New York	$49.3M	+$45.6M	9	0.42%	New
713	Daiwa Securities Group Tokyo, Japan	$49.3M	-$7.98M	9	0.42%	Reduced
714	Ariel Investments Chicago, Illinois	$49.3M	+$23.4M	3	0.61%	Increased
715	Twin Capital Management Mcmurray, Pennsylvania	$49.2M	-$1.22M	5	5.27%	Reduced
716	Boston Advisors Boston, Massachusetts	$48.9M	-$5.71M	7	2.33%	Reduced
717	Cambridge Trust Cambridge, Massachusetts	$48.8M	-$5.47M	5	4.53%	Reduced
718	BSPF British Steel Pension Fund London, United Kingdom	$48.7M	-$2.71M	5	4.77%	Reduced
719	GMIM General Motors Investment Management New York	$48.5M	+$831K	7	3.93%	Increased
720	Confluence Investment Management St. Louis, Missouri	$48.5M	-$5.43M	3	2.68%	Reduced
721	ACM Addison Clark Management Stamford, Connecticut	$48.4M	+$43.5M	1	4.65%	New
722	NAM North American Management Boston, Massachusetts	$48.3M	-$1.82M	3	8.49%	Reduced
723	Foundry Partners Minneapolis, Minnesota	$48.3M	+$44.3M	3	4.34%	New
724	WhitTier Trust Company Reno, Nevada	$48.1M	+$2.34M	10	5.79%	Increased
725	PIM Partner Investment Management San Francisco, California	$47.9M	+$31M	2	10.87%	Increased