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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	Sit Investment Associates Minneapolis, Minnesota	$112M	-$27.5M	6	3.59%	Reduced
702	GPCM Greenbrier Partners Capital Management Dallas, Texas	$111M	+$5.36M	4	22.94%	Increased
703	Ameritas Investment Partners Lincoln, Nebraska	$111M	-$3.52M	13	6.04%	Reduced
704	Ingalls & Snyder LLC New York	$111M	+$2.65M	9	5.85%	Increased
705	JC Joho Capital New York	$111M	$0	1	24.81%	Maintained
706	Trinity Street Asset Management London, United Kingdom	$111M	+$7.44M	3	26.64%	Increased
707	Mogy Joel R Investment Counsel Beverly Hills, California	$110M	-$590K	7	17.14%	Reduced
708	WM WS Management Jacksonville, Florida	$110M	-$29.8M	3	5.36%	Reduced
709	Badgley, Phelps & Bell Seattle, Washington	$110M	-$3.3M	8	7.96%	Reduced
710	Oak Ridge Investments Chicago, Illinois	$110M	-$1.98M	4	7.92%	Reduced
711	Hancock Whitney Gulfport, Mississippi	$110M	+$8.44M	12	3.71%	Increased
712	Erste Asset Management Vienna, Austria	$109M	+$116M	10	7.35%	New
713	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$109M	+$1.54M	3	21.1%	Increased
714	HBK Investments Dallas, Texas	$109M	-$147M	8	1.16%	Reduced
715	Logan Capital Management Newtown Square, Pennsylvania	$109M	-$322K	6	8.59%	Reduced
716	AAM AO Asset Management New York	$108M	+$41.9M	4	14.62%	Increased
717	Chartwell Investment Partners Berywn, Pennsylvania	$108M	-$10.9M	9	3.79%	Reduced
718	Clal Insurance Tel-Aviv, Israel	$107M	+$57M	3	2.78%	Increased
719	Heritage Investors Management Corp Bethesda, Maryland	$107M	+$1.3M	8	7.16%	Increased
720	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$107M	+$118M	1	3.53%	New
721	Close Asset Management London, United Kingdom	$107M	-$208M	9	11.79%	Reduced
722	Stephens Inc Little Rock, Arkansas	$107M	+$130K	13	3.02%	Increased
723	Chesley Taft & Associates Chicago, Illinois	$106M	-$2.63M	6	10.28%	Reduced
724	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$106M	+$692K	9	11.12%	Increased
725	WhitTier Trust Company Reno, Nevada	$106M	+$670K	15	8.76%	Increased