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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
826	AL Airain Ltd St. Peter Port, Guernsey	$36.4M	+$25.6M	5	4.73%	Increased
827	Calvert Investment Management Bethesda, Maryland	$36.4M	+$393K	5	2.65%	Increased
828	VCM Violich Capital Management San Francisco, California	$36.4M	-$606K	4	13.04%	Reduced
829	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$36.3M	+$953K	9	1.65%	Increased
830	Oak Ridge Investments Chicago, Illinois	$36.2M	-$1.38M	3	0.95%	Reduced
831	Meiji Yasuda Asset Management Tokyo, Japan	$36.2M	-$960K	8	7.63%	Reduced
832	North Star Asset Management Neenah, Wisconsin	$36.1M	+$971K	5	4.37%	Increased
833	GHA Garcia Hamilton & Associates Houston, Texas	$36M	-$12.5M	4	8.14%	Reduced
834	Lowe Brockenbrough & Co Richmond, Virginia	$35.9M	-$1.45M	4	5.95%	Reduced
835	VM Valinor Management New York	$35.9M	-$43.9M	1	1.19%	Reduced
836	Choate Investment Advisors Boston, Massachusetts	$35.9M	-$1.63M	6	2.35%	Reduced
837	MTIP Magee Thomson Investment Partners San Diego, California	$35.7M	-$7.21M	2	7.89%	Reduced
838	SAMNY Samsung Asset Management (New York) New York	$35.6M	+$25.8M	6	11.8%	Increased
839	Capital One National Association New York	$35.6M	-$4.31M	7	3.44%	Reduced
840	PFC Poplar Forest Capital Pasadena, California	$35.6M	-$2.53M	3	4.49%	Reduced
841	BAMCO Inc New York	$35.6M	+$4.64M	3	0.15%	Increased
842	AWCI Alpine Woods Capital Investors Purchase, New York	$35.3M	-$72.9K	3	2.02%	Reduced
843	Burney Company Reston, Virginia	$35.3M	-$623K	5	3.44%	Reduced
844	Cambridge Investment Research Advisors Fairfield, Iowa	$35.2M	+$1.22M	6	1.44%	Increased
845	Woodstock Corp Boston, Massachusetts	$35.2M	-$1.3M	4	6.39%	Reduced
846	FAM Foundation Asset Management White Plains, New York	$35M	+$13.8M	2	9.11%	Increased
847	Sabal Trust St. Petersburg, Florida	$34.8M	+$477K	2	4.97%	Increased
848	Shelton Capital Management Denver, Colorado	$34.8M	+$551K	7	5.27%	Increased
849	MAM Mizuho Asset Management Tokyo, Japan	$34.8M	-$8.68M	9	6.83%	Reduced
850	Meiji Yasuda Life Insurance Tokyo, Japan	$34.8M	-$1.24M	8	5.84%	Reduced