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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	Chicago Capital Chicago, Illinois	$202M	-$1.23M	6	7.54%	Reduced
827	Logan Capital Management Newtown Square, Pennsylvania	$202M	-$9.9M	9	8.75%	Reduced
828	TT International Asset Management London, United Kingdom	$202M	+$62.6M	3	13.45%	Increased
829	GW&K Investment Management Boston, Massachusetts	$202M	-$73.4M	5	1.69%	Reduced
830	GAMCO Investors Greenwich, Connecticut	$202M	+$6.35M	12	1.73%	Increased
831	PFM Parsec Financial Management Asheville, North Carolina	$200M	-$5.02M	9	8.3%	Reduced
832	HMI Capital Management San Francisco, California	$200M	-$311M	1	5.46%	Reduced
833	UAM UAS Asset Management New York	$199M	+$25.1M	4	44.14%	Increased
834	Vanguard Personalized Indexing Management Oakland, California	$198M	+$55.9M	20	11.66%	Increased
835	VCM Violich Capital Management San Francisco, California	$198M	+$10.7M	6	28.39%	Increased
836	Eagle Global Advisors Houston, Texas	$197M	-$6.33M	6	12.43%	Reduced
837	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$197M	-$115M	1	46.58%	Reduced
838	Empire Life Investments Toronto, Ontario, Canada	$196M	-$5.47M	4	11.95%	Reduced
839	Wilmington Savings Fund Society Wilmington, Delaware	$196M	-$6.36M	7	7.04%	Reduced
840	TA TRB Advisors New York	$196M	$0	3	62.89%	Maintained
841	Siemens Fonds Invest Munich, Germany	$195M	+$10.1M	11	12.86%	Increased
842	Parallel Advisors San Francisco, California	$194M	+$10.1M	29	7.22%	Increased
843	Sandy Spring Bank Olney, Maryland	$194M	+$445K	18	9.25%	Increased
844	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$194M	-$7.64M	3	21.3%	Reduced
845	Kingsview Wealth Management Grants Pass, Oregon	$194M	+$12.1M	13	8.05%	Increased
846	Alta Capital Management Salt Lake City, Utah	$193M	-$3.83M	5	10.01%	Reduced
847	Meiji Yasuda Asset Management Tokyo, Japan	$193M	+$6.03M	14	11.94%	Increased
848	Davidson Investment Advisors Great Falls, Montana	$193M	+$2.97M	5	13.74%	Increased
849	Buckingham Strategic Wealth Clayton, Missouri	$192M	-$1.96M	10	3.72%	Reduced
850	HRT Financial New York	$192M	-$108M	17	1.11%	Reduced