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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
1026	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$24.3M	-$3.72M	7	4.93%	Reduced
1027	AAM Archipel Asset Management Stockholm, Sweden	$24.2M	+$14.2M	3	6.06%	Increased
1028	RI Redwood Investments Boston, Massachusetts	$24.2M	-$2.77M	1	3.03%	Reduced
1029	Global X Management Company New York	$24.2M	-$1.51M	6	1.39%	Reduced
1030	HCM Hutchinson Capital Management San Rafael, California	$24.2M	+$271K	2	6.72%	Increased
1031	HT HAP Trading New York	$24.1M	-$27.6M	8	0.89%	Reduced
1032	Fukoku Mutual Life Insurance Tokyo, Japan	$24.1M	-$907K	8	4.56%	Reduced
1033	Chilton Capital Management Houston, Texas	$24.1M	+$512K	3	2.35%	Increased
1034	First American Trust Santa Ana, California	$23.9M	+$1.3M	5	9.08%	Increased
1035	Bragg Financial Advisors Charlotte, North Carolina	$23.8M	-$168K	6	5.7%	Reduced
1036	Sculptor Capital New York	$23.7M	+$16.8M	3	0.07%	Increased
1037	Trust Company of Vermont Brattleboro, Vermont	$23.7M	+$318K	8	3.65%	Increased
1038	HCCM Herring Creek Capital Management Stamford, Connecticut	$23.7M	+$2.56M	1	4.62%	Increased
1039	J.M. Forbes & Co Boston, Massachusetts	$23.6M	+$13.1K	3	5.88%	Increased
1040	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$23.6M	+$4.87M	3	5.01%	Increased
1041	PAM PartnerRe Asset Management Greenwich, Connecticut	$23.5M	-$3.3M	8	4.12%	Reduced
1042	DSI Daiwa SB Investments Tokyo, Japan	$23.4M	-$337K	4	2.97%	Reduced
1043	Locust Wood Capital Advisers New York	$23.4M	-$854K	1	3.34%	Reduced
1044	CIC Canal Insurance Company Greenville, South Carolina	$23.4M	$0	2	7.08%	Maintained
1045	Campbell Newman Asset Management Milwaukee, Wisconsin	$23.3M	+$6.47M	3	4.59%	Increased
1046	CC ClearArc Capital Cincinnati, Ohio	$23.3M	+$384K	7	5.38%	Increased
1047	Lockheed Martin Investment Management Bethesda, Maryland	$23.3M	-$33M	5	1.06%	Reduced
1048	MB Financial Bank - Trust Department Rosemont, Illinois	$23.3M	+$1.16M	7	2.9%	Increased
1049	AAA Alpine Associates Advisors Englewood Cliffs, New Jersey	$23.3M	-$441K	1	1.08%	Reduced
1050	SM Scoggin Management New York	$23.1M	+$22.2M	2	1.37%	New