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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	Crawford Investment Counsel Atlanta, Georgia	$115M	-$6.51M	6	3.43%	Reduced
752	Clough Capital Partners Boston, Massachusetts	$115M	+$38.1M	3	10.06%	Increased
753	Coldstream Capital Management Bellevue, Washington	$115M	-$1.63M	7	10.04%	Reduced
754	SI Salesforce Inc San Francisco, California	$115M	$0	1	25.9%	Maintained
755	Sit Investment Associates Minneapolis, Minnesota	$115M	-$13.3M	6	3.63%	Reduced
756	Meiji Yasuda Asset Management Tokyo, Japan	$114M	-$306K	10	9.64%	Reduced
757	3CP 3G Capital Partners New York	$113M	-$47.5M	1	12.62%	Reduced
758	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$113M	+$1.27M	5	0.87%	Increased
759	Alphinity Investment Management Sydney, Australia	$112M	+$36.1M	3	15.98%	Increased
760	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$112M	$0	7	5.08%	Maintained
761	Hyperion Asset Management Brisbane, Australia	$112M	+$4.99M	3	35.15%	Increased
762	Hudson Bay Capital Management Stamford, Connecticut	$111M	-$271M	7	1.43%	Reduced
763	Crestwood Advisors Group Boston, Massachusetts	$111M	+$2.24M	6	7.96%	Increased
764	Veritable Wilmington, Delaware	$111M	+$1.99M	13	2.23%	Increased
765	Trinity Street Asset Management London, United Kingdom	$111M	-$24M	2	22.34%	Reduced
766	Zeke Capital Advisors Berwyn, Pennsylvania	$110M	-$12.4M	12	10.27%	Reduced
767	ZWJ Investment Counsel Atlanta, Georgia	$110M	-$3.08M	6	9.05%	Reduced
768	Gamble Jones Investment Counsel Pasadena, California	$110M	+$3.66M	8	9.72%	Increased
769	HA H2O AM London, United Kingdom	$109M	+$10.3M	4	13.64%	Increased
770	SCM Somerset Capital Management London, United Kingdom	$109M	-$1.85M	1	23.17%	Reduced
771	OP Oldfield Partners London, United Kingdom	$108M	-$3.36M	2	10.92%	Reduced
772	Portolan Capital Management Boston, Massachusetts	$108M	-$16.9M	4	11.08%	Reduced
773	Farr Miller & Washington Washington, District of Columbia	$107M	+$150K	6	9.15%	Increased
774	First Allied Advisory Services San Diego, California	$107M	+$429K	15	3.68%	Increased
775	Alta Capital Management Salt Lake City, Utah	$107M	-$665K	6	6.31%	Reduced