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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	Mogy Joel R Investment Counsel Beverly Hills, California	$132M	-$947K	7	17.73%	Reduced
702	Busey Bank Urbana, Illinois	$132M	+$431K	6	12.19%	Increased
703	Crawford Investment Counsel Atlanta, Georgia	$131M	-$3.32M	6	4.01%	Reduced
704	Soros Fund Management New York	$131M	+$49.6M	4	2.87%	Increased
705	Cambiar Investors Denver, Colorado	$131M	-$5.08M	2	2.37%	Reduced
706	Lannebo Fonder Stockholm, Sweden	$130M	+$7.53M	6	39.43%	Increased
707	ACR Alpine Capital Research St. Louis, Missouri	$130M	-$3.75M	1	6.9%	Reduced
708	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$130M	-$19.1M	3	20.84%	Reduced
709	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$129M	-$2.58M	5	9.04%	Reduced
710	Coronation Fund Managers Cape Town, South Africa	$129M	-$69.8M	4	5.54%	Reduced
711	TA TRB Advisors New York	$128M	-$16.4M	3	37.9%	Reduced
712	Osterweis Capital Management San Francisco, California	$128M	-$18.2M	7	8.19%	Reduced
713	Chesley Taft & Associates Chicago, Illinois	$128M	-$3.5M	7	10.17%	Reduced
714	Richard Bernstein Advisors New York	$128M	+$3.21M	9	3.68%	Increased
715	Trillium Asset Management Boston, Massachusetts	$127M	+$572K	5	6.37%	Increased
716	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$127M	-$17.2M	9	11.97%	Reduced
717	Vaughan David Investments Peoria, Illinois	$127M	-$3.22M	6	5.37%	Reduced
718	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$127M	-$1.79M	5	19.49%	Reduced
719	Paloma Partners Greenwich, Connecticut	$127M	+$62.3M	14	2.31%	Increased
720	WhitTier Trust Company Reno, Nevada	$127M	-$306K	14	9.23%	Reduced
721	Stephens Inc Little Rock, Arkansas	$126M	+$66.9M	11	3.14%	Increased
722	Ingalls & Snyder LLC New York	$125M	+$20.3M	9	5.27%	Increased
723	Heritage Investors Management Corp Bethesda, Maryland	$125M	-$1.97M	8	7.17%	Reduced
724	Hancock Whitney Gulfport, Mississippi	$124M	+$80.9M	11	3.51%	Increased
725	Liberty Mutual Group Asset Management Boston, Massachusetts	$123M	-$738K	12	2.57%	Reduced