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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
801	Covington Capital Management Los Angeles, California	$68.5M	+$1.26M	6	5.78%	Increased
802	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$68.2M	+$769K	7	5.61%	Increased
803	RA Rovida Advisors Fort Lauderdale, Florida	$68.1M	$0	1	11.63%	Maintained
804	Citizens Financial Group Providence, Rhode Island	$68M	+$5.24M	11	6.03%	Increased
805	Ashfield Capital Partners San Francisco, California	$68M	-$49.8M	9	9.43%	Reduced
806	Windward Capital Management Los Angeles, California	$68M	-$976K	5	12.09%	Reduced
807	Old National Bancorp Evansville, Indiana	$67.9M	-$4.08M	10	3.73%	Reduced
808	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$67.8M	+$76.4M	1	18.54%	New
809	Global Endowment Management Charlotte, North Carolina	$67.7M	-$2.24M	5	9.85%	Reduced
810	Palladium Partners Norfolk, Virginia	$67.6M	+$218K	6	5.45%	Increased
811	Tran Capital Management San Rafael, California	$67.5M	-$55.2M	1	5.42%	Reduced
812	Becker Capital Management Portland, Oregon	$67.5M	-$36.7M	5	2.45%	Reduced
813	Churchill Management Los Angeles, California	$67.3M	+$19.5M	3	1.91%	Increased
814	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$67.3M	+$225K	7	5.07%	Increased
815	F.L. Putnam Investment Management Lynnfield, Massachusetts	$67.1M	-$1.07M	6	6.97%	Reduced
816	Greenwoods Asset Management Grand Cayman, Cayman Islands	$67.1M	-$20.9M	2	7.17%	Reduced
817	R.M. Davis Inc Portland, Maine	$66.9M	-$917K	6	3.03%	Reduced
818	Glenview Trust Louisville, Kentucky	$66.6M	-$330K	6	5.27%	Reduced
819	Alpha Wave Global New York	$66.4M	-$30.3M	2	6.62%	Reduced
820	Richard Bernstein Advisors New York	$66.1M	-$4.33M	7	5.11%	Reduced
821	First National Bank of Omaha Omaha, Nebraska	$65.8M	-$1.76M	6	3.98%	Reduced
822	GPCM Greenbrier Partners Capital Management Dallas, Texas	$65.5M	$0	3	14.57%	Maintained
823	Ninety One North America New York	$65.5M	+$36.8M	6	12.36%	Increased
824	Curi RMB Capital Chicago, Illinois	$65.3M	+$10.8M	6	2.7%	Increased
825	PSCM Prince Street Capital Management New York	$65.2M	+$36.6M	2	15.01%	Increased