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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
751	Brandes Investment Partners La Jolla, California	$97.4M	-$9.33M	3	1.97%	Reduced
752	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$97.3M	-$1.2M	4	16.39%	Reduced
753	Summitry LLC Foster City, California	$97.3M	-$7.81M	5	8.84%	Reduced
754	Braun Stacey Associates New York	$96.8M	-$2.93M	6	6.49%	Reduced
755	Howland Capital Management Boston, Massachusetts	$96.4M	+$677K	8	7.72%	Increased
756	WestEnd Advisors Charlotte, North Carolina	$96.3M	-$17.7M	2	8.91%	Reduced
757	RCM Riverhead Capital Management Wilmington, Delaware	$95.8M	-$9.5M	12	4.06%	Reduced
758	Kovitz Investment Group Partners Chicago, Illinois	$95.8M	-$1.66M	10	4.1%	Reduced
759	Park National Corp Newark, Ohio	$95.6M	-$89.4K	7	5.34%	Reduced
760	Avenir Corporation Alexandria, Virginia	$95.3M	-$13.8M	2	8.8%	Reduced
761	GPCM Greenbrier Partners Capital Management Dallas, Texas	$95.2M	+$5.5M	3	17.13%	Increased
762	Cortland Associates St Louis, Missouri	$95M	-$10.1M	5	17.32%	Reduced
763	Cohen & Steers New York	$95M	+$24.4M	4	0.26%	Increased
764	GCM Glynn Capital Management Menlo Park, California	$94.9M	-$7.27M	4	20.4%	Reduced
765	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$94.5M	-$651K	6	7.46%	Reduced
766	WAM WIM Asset Management Hong Kong	$94.5M	+$95.6M	3	40.34%	New
767	AIM AIA Investment Management Singapore	$94.4M	+$98.2M	1	23.25%	New
768	MML Investors Services Springfield, Massachusetts	$94.3M	+$5.81M	15	1.79%	Increased
769	MFWM Motley Fool Wealth Management Alexandria, Virginia	$93.9M	-$1.26M	4	7.23%	Reduced
770	MI Markston International White Plains, New York	$93.8M	-$4.02M	7	9.69%	Reduced
771	Cigna Investments Bloomfield, Connecticut	$93.7M	-$3.21M	11	6.12%	Reduced
772	GTP Global Thematic Partners New York	$93.4M	+$15.3M	2	3.08%	Increased
773	Clough Capital Partners Boston, Massachusetts	$93.2M	-$19.5M	3	7.77%	Reduced
774	Perpetual Ltd Sydney, New South Wales, Australia	$92.7M	-$12.9M	5	11.99%	Reduced
775	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$92.6M	+$4.55M	6	10.5%	Increased