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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	Dana Investment Advisors Waukesha, Wisconsin	$349M	+$19.6M	11	10.39%	Increased
752	Vestmark Advisory Solutions Wakefield, Massachusetts	$348M	+$88.2M	16	3.86%	Increased
753	TIAA-CREF Individual & Institutional Services New York	$348M	+$384M	10	1.34%	New
754	TCTC Holdings Dallas, Texas	$348M	-$399K	7	9.91%	Reduced
755	Oak Associates Akron, Ohio	$346M	-$55.5M	8	23.31%	Reduced
756	HC Henshaw Capital Woburn, Massachusetts	$346M	+$3.92M	5	12.84%	Increased
757	Mondrian Investment Partners London, United Kingdom	$346M	+$39.5M	4	5.18%	Increased
758	SBI Securities Tokyo, Japan	$345M	-$4.99M	41	9.46%	Reduced
759	Aristotle Atlantic Partners Sarasota, Florida	$344M	+$5.52M	7	16.11%	Increased
760	Fullerton Fund Management Singapore	$344M	-$265M	5	27.54%	Reduced
761	Ossiam Paris, France	$343M	-$100M	14	6.04%	Reduced
762	Hotchkis & Wiley Capital Management Los Angeles, California	$343M	-$92.3M	2	1.06%	Reduced
763	Marathon Asset Management (UK) London, United Kingdom	$343M	+$42.8M	5	13.15%	Increased
764	Trajan Wealth Scottsdale, Arizona	$342M	-$962K	7	13.82%	Reduced
765	Iconiq Capital San Francisco, California	$342M	-$4.66M	8	7.66%	Reduced
766	Oak Ridge Investments Chicago, Illinois	$342M	-$1.34M	9	22.6%	Reduced
767	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$341M	-$18.6M	13	7.89%	Reduced
768	Capital International Los Angeles, California	$341M	+$15.6M	8	12.62%	Increased
769	Klingenstein Fields & Co New York	$340M	-$5.87M	5	13.42%	Reduced
770	Summitry LLC Foster City, California	$340M	+$72.8M	6	11.98%	Increased
771	Chesley Taft & Associates Chicago, Illinois	$337M	-$5.19M	7	14.08%	Reduced
772	L1 Capital International Sydney NSW 2000, Australia	$336M	-$26.6M	4	20.03%	Reduced
773	Cercano Management Bellevue, Washington	$336M	+$43.1M	4	14.5%	Increased
774	Mission Wealth Management Santa Barbara, California	$336M	-$15.7M	12	6.9%	Reduced
775	Trillium Asset Management Boston, Massachusetts	$334M	+$110M	6	11.07%	Increased