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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	Heritage Investors Management Corp Bethesda, Maryland	$129M	+$2.61M	8	7.39%	Increased
702	Hancock Whitney Gulfport, Mississippi	$128M	-$5.74M	12	4.09%	Reduced
703	Chartwell Investment Partners Berywn, Pennsylvania	$127M	-$925K	11	4.14%	Reduced
704	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$127M	-$3.28M	3	20%	Reduced
705	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$127M	-$15.5M	4	17.33%	Reduced
706	General American Investors New York	$126M	-$7.97M	4	11.96%	Reduced
707	Citizens Financial Group Providence, Rhode Island	$126M	-$3.06M	13	9.21%	Reduced
708	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$126M	-$1.73M	6	5.16%	Reduced
709	Crawford Investment Counsel Atlanta, Georgia	$126M	-$4.21M	6	3.54%	Reduced
710	CEP Chicago Equity Partners Chicago, Illinois	$125M	-$37M	7	5.59%	Reduced
711	Saturna Capital Bellingham, Washington	$125M	-$29.3M	5	3.68%	Reduced
712	Busey Bank Urbana, Illinois	$125M	-$11.9M	6	11.88%	Reduced
713	Ingalls & Snyder LLC New York	$125M	-$5.51M	8	6.01%	Reduced
714	Private Wealth Partners Mill Valley, California	$124M	+$3.14M	7	19.16%	Increased
715	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$124M	-$7.04M	8	10.87%	Reduced
716	Wealthfront Advisers Palo Alto, California	$124M	-$580K	8	1.08%	Reduced
717	Cadian Capital Management New York	$124M	-$50.2M	1	5.59%	Reduced
718	Disciplined Growth Investors Minneapolis, Minnesota	$124M	-$6.49M	1	2.3%	Reduced
719	IG Ithaka Group Arlington, Virginia	$123M	-$13.5M	4	18.72%	Reduced
720	Covington Capital Management Los Angeles, California	$123M	+$2.47M	11	7.32%	Increased
721	Altshuler Shaham Tel Aviv, Israel	$123M	-$27.7M	4	5.15%	Reduced
722	Lannebo Fonder Stockholm, Sweden	$122M	-$756K	6	37.14%	Reduced
723	Alphinity Investment Management Sydney, Australia	$122M	+$6.12M	3	15.19%	Increased
724	NSRI New Silk Road Investment Singapore	$122M	+$7.96M	1	44.09%	Increased
725	Meeder Asset Management Dublin, Ohio	$122M	+$27.2M	15	8.52%	Increased