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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	H&H International Investment Palo Alto, California	$129M	+$27.9M	2	11.6%	Increased
702	Mogy Joel R Investment Counsel Beverly Hills, California	$129M	+$565K	7	17.43%	Increased
703	Quadrature Capital London, United Kingdom	$128M	+$75.4M	10	10.98%	Increased
704	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$128M	+$4.48M	10	11.65%	Increased
705	Ameritas Investment Partners Lincoln, Nebraska	$128M	-$630K	13	5.96%	Reduced
706	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$128M	+$7.67M	6	21.89%	Increased
707	Columbus Hill Capital Management Short Hills, New Jersey	$128M	+$19.6M	3	11.61%	Increased
708	Braun Stacey Associates New York	$127M	+$6.85M	5	8.47%	Increased
709	KAS Kemnay Advisory Services New York	$127M	+$55.2M	6	27.32%	Increased
710	Hancock Whitney Gulfport, Mississippi	$127M	-$887K	13	4.08%	Reduced
711	Ingalls & Snyder LLC New York	$127M	-$2.15M	8	6.05%	Reduced
712	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$127M	-$2.46M	4	19.58%	Reduced
713	HMI Capital Management San Francisco, California	$127M	+$20.1M	1	14.98%	Increased
714	AIM AIA Investment Management Singapore	$126M	+$5.66M	1	38.52%	Increased
715	R.M. Davis Inc Portland, Maine	$126M	+$7.55M	6	4.69%	Increased
716	Oak Ridge Investments Chicago, Illinois	$125M	-$2.39M	4	7.94%	Reduced
717	NWQ Investment Management Company Los Angeles, California	$125M	-$31.3M	3	2.71%	Reduced
718	OI Oakbrook Investments Lisle, Illinois	$124M	-$7.4M	8	7.55%	Reduced
719	Heritage Investors Management Corp Bethesda, Maryland	$124M	+$389K	8	7.4%	Increased
720	CK Cohen Klingenstein New York	$124M	+$25.8M	7	8.65%	Increased
721	Dana Investment Advisors Waukesha, Wisconsin	$124M	-$8M	7	5.85%	Reduced
722	Chartwell Investment Partners Berywn, Pennsylvania	$124M	-$1.82M	11	4.01%	Reduced
723	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$124M	-$2.66M	3	20.49%	Reduced
724	WhitTier Trust Company Reno, Nevada	$124M	-$229K	14	9.13%	Reduced
725	Vaughan David Investments Peoria, Illinois	$123M	-$905K	6	5.21%	Reduced