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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	First Citizens Bank & Trust Raleigh, North Carolina	$49.6M	+$1.57M	7	4.23%	Increased
702	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$49.5M	-$46.5K	1	24.42%	Reduced
703	NAM North American Management Boston, Massachusetts	$49.3M	+$700K	3	7.46%	Increased
704	Daiwa Securities Group Tokyo, Japan	$49.3M	-$1.34M	9	0.37%	Reduced
705	MSU Maple Securities USA Jersey City, New Jersey	$48.8M	+$48.7M	5	5.39%	Increased
706	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$48.8M	+$6.22M	2	5.22%	Increased
707	GW Henssler & Associates Kennesaw, Georgia	$48.4M	-$4.05M	3	5.87%	Reduced
708	Twin Capital Management Mcmurray, Pennsylvania	$48.1M	-$2.27M	5	4.83%	Reduced
709	Jupiter Investment Management London, United Kingdom	$48.1M	+$12.8M	6	2.7%	Increased
710	Ladenburg Thalmann Financial Services Miami, Florida	$47.8M	+$602K	13	1.31%	Increased
711	Horizon Kinetics New York	$47.7M	-$1.45M	4	0.6%	Reduced
712	Montrusco Bolton Investments Montreal, Quebec, Canada	$47.7M	-$4.16M	4	2.99%	Reduced
713	BSPF British Steel Pension Fund London, United Kingdom	$47.6M	-$15.1K	5	4.48%	Reduced
714	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$47.5M	-$247K	5	3.28%	Reduced
715	Hermes Investment Management London Uk, United Kingdom	$47.4M	-$52.8M	5	1.31%	Reduced
716	LGT Capital Partners Pfaeffikon, Switzerland	$47.4M	+$47.2M	6	11.15%	New
717	Sirios Capital Management Boston, Massachusetts	$47.2M	+$1.44M	1	1.62%	Increased
718	Glade Brook Capital Partners Greenwich, Connecticut	$46.9M	+$16.8M	1	4.09%	Increased
719	Chesley Taft & Associates Chicago, Illinois	$46.7M	-$38.4K	5	4.83%	Reduced
720	Tower Bridge Advisors Conshohocken, Pennsylvania	$46.7M	+$2.67M	5	5.76%	Increased
721	PFM Parsec Financial Management Asheville, North Carolina	$46.6M	-$2.6M	5	5.09%	Reduced
722	New Mountain Vantage Advisers New York	$46.6M	+$43.3M	1	2.03%	New
723	First Mercantile Trust Cordova, Tennessee	$45.9M	-$5.57M	10	3.66%	Reduced
724	Cohen & Steers New York	$45.7M	-$8.9M	3	0.13%	Reduced
725	CI Cooper Investors Melbourne, Victoria, Australia	$45.3M	-$3.46M	2	6.05%	Reduced