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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	MML Investors Services Springfield, Massachusetts	$103M	+$1.92M	15	2.19%	Increased
752	Conning Inc Hartford, Connecticut	$103M	-$8.45M	11	3.32%	Reduced
753	FA Friess Associates Greenville, Delaware	$103M	+$1.58M	5	8.39%	Increased
754	WhitTier Trust Company Reno, Nevada	$102M	+$4.06M	14	8.37%	Increased
755	Trillium Asset Management Boston, Massachusetts	$102M	+$110K	5	5.63%	Increased
756	Cigna Investments Bloomfield, Connecticut	$102M	+$1.54M	11	6.84%	Increased
757	Capital Advisors Inc Tulsa, Oklahoma	$101M	+$15.5M	7	6.09%	Increased
758	Cortland Associates St Louis, Missouri	$101M	+$3.97M	6	17.78%	Increased
759	CIP Champlain Investment Partners Burlington, Vermont	$100M	+$8.63M	3	1.08%	Increased
760	Laurion Capital Management New York	$99.4M	+$62.8M	9	0.8%	Increased
761	Howland Capital Management Boston, Massachusetts	$98.9M	-$4.81M	8	7.96%	Reduced
762	Hamlin Capital Management New York	$98.7M	+$28.7M	1	3.81%	Increased
763	Colony Group Boston, Massachusetts	$98.4M	+$20.4M	8	5.36%	Increased
764	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$98.3M	-$3.17M	6	7.8%	Reduced
765	Private Wealth Partners Mill Valley, California	$98.1M	+$7.7M	7	17.08%	Increased
766	Fullerton Fund Management Singapore	$98M	-$47.8M	1	55.32%	Reduced
767	CIM Chiron Investment Management New York	$97.9M	+$19.5M	3	8.54%	Increased
768	WAM WIM Asset Management Hong Kong	$97.5M	$0	3	50.86%	Maintained
769	Mondrian Investment Partners London, United Kingdom	$97.4M	-$13.3M	1	2.65%	Reduced
770	Covington Capital Management Los Angeles, California	$97.4M	+$314K	11	6.4%	Increased
771	Summitry LLC Foster City, California	$97.2M	-$1.93M	5	8.98%	Reduced
772	ZWJ Investment Counsel Atlanta, Georgia	$97.1M	-$18M	7	8.75%	Reduced
773	RWC Asset Management London, United Kingdom	$96.7M	-$87.7M	2	5.09%	Reduced
774	NS Partners London, United Kingdom	$96.7M	+$4.81M	6	10.32%	Increased
775	Capital International Sarl Los Angeles, California	$96.2M	-$20.6M	8	9.23%	Reduced