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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
776	Avalon Trust Santa Fe, New Mexico	$283M	+$1.07M	8	20.11%	Increased
777	Savant Capital Rockford, Illinois	$282M	+$6.99M	17	2.22%	Increased
778	RWWM Inc Rocklin, California	$282M	-$2.81M	4	25.8%	Reduced
779	Confluence Investment Management St. Louis, Missouri	$280M	-$6.71M	4	3.88%	Reduced
780	Auto-Owners Insurance Lansing, Michigan	$280M	+$40M	4	6.36%	Increased
781	Sit Investment Associates Minneapolis, Minnesota	$279M	-$18M	7	6.33%	Reduced
782	Meeder Asset Management Dublin, Ohio	$278M	+$48.7M	13	19.29%	Increased
783	ZWJ Investment Counsel Atlanta, Georgia	$278M	-$1.71M	7	11.47%	Reduced
784	Franklin Street Advisors Chapel Hill, North Carolina	$277M	-$8.2M	6	18.42%	Reduced
785	UBS O'Connor Chicago, Illinois	$277M	+$27.8M	7	6.89%	Increased
786	Oak Ridge Investments Chicago, Illinois	$276M	+$30M	6	21.67%	Increased
787	Capital International Los Angeles, California	$276M	+$10.7M	5	11.24%	Increased
788	Mar Vista Investment Partners Los Angeles, California	$275M	-$11.4M	5	18.83%	Reduced
789	Summitry LLC Foster City, California	$275M	+$1.08M	6	13.46%	Increased
790	Glenview Capital Management New York	$274M	-$54.2M	3	6.94%	Reduced
791	Covea Finance Paris, France	$274M	-$11M	4	12.35%	Reduced
792	Washington Trust Westerly, Rhode Island	$273M	-$16.6M	11	9.81%	Reduced
793	Trust Company of Vermont Brattleboro, Vermont	$273M	+$6.96M	16	13.24%	Increased
794	Prospera Financial Services Dallas, Texas	$272M	+$29.7M	15	6.35%	Increased
795	Standard Investments New York	$272M	-$61.5M	2	14.68%	Reduced
796	Baupost Group Boston, Massachusetts	$272M	-$6.99M	1	7.91%	Reduced
797	Lockheed Martin Investment Management Bethesda, Maryland	$271M	-$2.16M	4	10.8%	Reduced
798	Caprock Group Boise, Idaho	$270M	+$8.64M	12	8.84%	Increased
799	Empirical Finance Havertown, Pennsylvania	$270M	-$3.29M	9	15.65%	Reduced
800	Evergreen Capital Management Bellevue, Washington	$270M	+$14.1M	12	8.8%	Increased