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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	Allstate Corporation Northbrook, Illinois	$157M	-$1.62M	14	4.77%	Reduced
727	Allstate Investment Management Chicago, Illinois	$157M	+$165M	14	4.77%	New
728	Ninety One North America New York	$157M	-$29.5M	2	7.67%	Reduced
729	Sit Investment Associates Minneapolis, Minnesota	$157M	+$159K	6	4.39%	Increased
730	SFG Sather Financial Group Victoria, Texas	$157M	+$26.3M	4	12.89%	Increased
731	Bowen Hanes & Co Ponte Vedra Beach, Florida	$156M	-$26.7M	7	5.53%	Reduced
732	GW&K Investment Management Boston, Massachusetts	$155M	-$7.4M	6	1.57%	Reduced
733	ACR Alpine Capital Research St. Louis, Missouri	$155M	-$694K	2	6.96%	Reduced
734	PIM Platinum Investment Management Sydney Australia 2000, Australia	$154M	-$7.66M	6	5.89%	Reduced
735	ARGA Investment Management Stamford, Connecticut	$153M	+$40.8M	1	6.54%	Increased
736	Chesley Taft & Associates Chicago, Illinois	$153M	-$11.9M	6	10.56%	Reduced
737	Tidal Investments Milwaukee, Wisconsin	$153M	-$6.27M	16	5.89%	Reduced
738	Cooperman Leon G	$152M	-$4.75M	3	9.46%	Reduced
739	Park National Corp Newark, Ohio	$152M	+$3.19M	6	6.78%	Increased
740	LMCG Investments Boston, Massachusetts	$152M	+$909K	8	10.61%	Increased
741	GC Gobi Capital San Francisco, California	$152M	-$4.81M	1	13.24%	Reduced
742	Locust Wood Capital Advisers New York	$152M	+$22.2M	3	8.51%	Increased
743	Washington Trust Westerly, Rhode Island	$152M	-$10.1M	15	7.07%	Reduced
744	Nellore Capital Management Redwood City, California	$151M	+$45.6M	4	37.16%	Increased
745	Veritable Wilmington, Delaware	$151M	+$6.32M	9	2.58%	Increased
746	Graham Holdings Company Arlington, Virginia	$150M	-$29.6M	1	24.63%	Reduced
747	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$149M	-$4.62M	11	8.46%	Reduced
748	CGL Clarius Group LLC Seattle, Washington	$149M	-$3.32M	10	13.41%	Reduced
749	Chilton Capital Management Houston, Texas	$149M	+$2.8M	5	9.24%	Increased
750	Eastern Bank Boston, Massachusetts	$148M	-$1.94M	7	7.92%	Reduced