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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
726	Brandes Investment Partners La Jolla, California	$95M	-$76.9M	3	1.93%	Reduced
727	Summitry LLC Foster City, California	$94.9M	+$603K	5	8.81%	Increased
728	Scout Investments Kansas City, Missouri	$94.9M	+$1.7M	1	2.6%	Increased
729	Private Advisor Group Morristown, New Jersey	$94.5M	+$10.1M	12	2.34%	Increased
730	Philadelphia Trust Company Philadelphia, Pennsylvania	$94.4M	+$4.69M	7	7.76%	Increased
731	Avenir Corporation Alexandria, Virginia	$94.3M	-$3.46M	2	8.11%	Reduced
732	Liberty Mutual Group Asset Management Boston, Massachusetts	$94M	-$43.4M	12	5.15%	Reduced
733	AG Aravt Global New York	$94M	-$26.6M	1	9.27%	Reduced
734	Maj Invest Holding A/S Copenhagen K, Denmark	$93.6M	+$33.1M	3	5.59%	Increased
735	DVI Deccan Value Investors Greenwich, Connecticut	$93.4M	-$70.7M	1	6.44%	Reduced
736	TDAM USA Toronto, Ontario, Canada	$93.4M	-$16.3M	7	5.49%	Reduced
737	Inverness Counsel New York	$93.4M	+$7.07M	5	6.59%	Increased
738	Mondrian Investment Partners London, United Kingdom	$93.3M	-$866K	1	2.37%	Reduced
739	Avity Investment Management Greenwich, Connecticut	$93.2M	-$1.95M	6	12.43%	Reduced
740	Natixis Investment Managers International Paris, France	$93.1M	-$4.67M	9	8.06%	Reduced
741	RCM Riverhead Capital Management Wilmington, Delaware	$93.1M	-$6.72M	12	4.36%	Reduced
742	Trillium Asset Management Boston, Massachusetts	$92.8M	+$1.36M	5	5.31%	Increased
743	GCM Glynn Capital Management Menlo Park, California	$92.7M	-$9.8M	4	23.28%	Reduced
744	JMH J.M. Hartwell New York	$92.1M	+$3.44M	5	18.03%	Increased
745	Caledonia Investments plc (UK) London England, United Kingdom	$91.8M	$0	2	26.48%	Maintained
746	Badgley, Phelps & Bell Seattle, Washington	$91.5M	+$1.11M	7	6.77%	Increased
747	Curi RMB Capital Chicago, Illinois	$91.4M	-$7.42M	6	2.36%	Reduced
748	Mogy Joel R Investment Counsel Beverly Hills, California	$90.7M	+$682K	7	15.09%	Increased
749	MI Markston International White Plains, New York	$90M	-$5.98M	7	9.23%	Reduced
750	Dana Investment Advisors Waukesha, Wisconsin	$89.6M	-$7.3M	6	4.13%	Reduced