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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	Capital International Los Angeles, California	$138M	+$36.1M	5	14.54%	Increased
727	Ameritas Investment Partners Lincoln, Nebraska	$138M	-$8.01M	14	6.09%	Reduced
728	General American Investors New York	$138M	$0	3	12.61%	Maintained
729	Samlyn Capital New York	$137M	-$228M	1	2.87%	Reduced
730	Vaughan David Investments Peoria, Illinois	$137M	-$3.3M	6	5.01%	Reduced
731	Clark Capital Management Group Philadelphia, Pennsylvania	$136M	-$18.1M	7	2.85%	Reduced
732	Chartwell Investment Partners Berywn, Pennsylvania	$136M	-$8.36M	10	4.48%	Reduced
733	GC Gobi Capital San Francisco, California	$135M	$0	1	19.46%	Maintained
734	First Long Island Investors Jericho, New York	$135M	+$1.03M	6	15.16%	Increased
735	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$135M	-$973K	7	19.84%	Reduced
736	RWC Asset Management London, United Kingdom	$135M	+$11.6M	2	5.45%	Increased
737	Meeder Asset Management Dublin, Ohio	$134M	+$10.9M	18	8.21%	Increased
738	Veritable Wilmington, Delaware	$134M	+$3.38M	11	2.47%	Increased
739	Sit Investment Associates Minneapolis, Minnesota	$134M	-$5.17M	6	3.82%	Reduced
740	Ingalls & Snyder LLC New York	$134M	-$7.65M	7	7.23%	Reduced
741	F.L. Putnam Investment Management Lynnfield, Massachusetts	$133M	+$3.12M	8	8.19%	Increased
742	Eastern Bank Boston, Massachusetts	$133M	-$1.1M	7	7.74%	Reduced
743	Glenview Trust Louisville, Kentucky	$132M	+$2.03M	7	7.39%	Increased
744	Varma Mutual Pension Insurance Co Helsinki, Finland	$131M	+$5.67M	3	2.53%	Increased
745	International Value Advisers	$131M	-$13.2M	3	5.36%	Reduced
746	Picton Mahoney Asset Management Toronto, Ontario, Canada	$130M	-$9.34M	5	8.75%	Reduced
747	Klingenstein Fields & Co New York	$130M	-$2.32M	6	6.53%	Reduced
748	Gamble Jones Investment Counsel Pasadena, California	$130M	+$510K	7	10.11%	Increased
749	Third Point New York	$129M	+$40.5M	1	1.49%	Increased
750	Farr Miller & Washington Washington, District of Columbia	$129M	+$620K	7	9.35%	Increased