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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
1051	BSPF British Steel Pension Fund London, United Kingdom	$44M	+$1.16M	8	4.81%	Increased
1052	Mariner Overland Park, Kansas	$43.9M	-$9.6M	7	2.07%	Reduced
1053	Majedie Asset Management London, United Kingdom	$43.6M	-$2.83M	4	4.13%	Reduced
1054	BTR Capital Management Oakland, California	$43.6M	-$1.74M	5	8.95%	Reduced
1055	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$43.6M	+$1.79M	8	6.19%	Increased
1056	Night Owl Capital Management Greenwich, Connecticut	$43.6M	-$853K	3	22.78%	Reduced
1057	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$43.4M	+$874K	2	9.36%	Increased
1058	FAB First American Bank Dundee, Illinois	$43.4M	+$3.49M	7	3.45%	Increased
1059	Carret Asset Management New York	$43.4M	+$1.79M	8	7.28%	Increased
1060	SAM Symphony Asset Management San Francisco, California	$43.4M	-$448K	6	4.89%	Reduced
1061	MB Financial Bank - Trust Department Rosemont, Illinois	$43.3M	+$180K	6	4.69%	Increased
1062	UAM UAS Asset Management New York	$43.2M	+$870K	6	22.71%	Increased
1063	AWCI Alpine Woods Capital Investors Purchase, New York	$43.2M	-$540K	5	2.31%	Reduced
1064	Meiji Yasuda Life Insurance Tokyo, Japan	$43.2M	+$26.9K	8	6.64%	Increased
1065	Godsey & Gibb Inc Richmond, Virginia	$43.1M	-$3.18M	4	7.57%	Reduced
1066	Cohen & Steers New York	$43.1M	-$338K	2	0.11%	Reduced
1067	Capital Investment Advisors Atlanta, Georgia	$43M	+$1.33M	7	3.08%	Increased
1068	PHAM Portland Hill Asset Management London, United Kingdom	$43M	+$2.21M	4	21.88%	Increased
1069	BAS Brown Advisory Securities Baltimore, Maryland	$42.7M	+$2.01M	9	9.81%	Increased
1070	LRPA L. Roy Papp & Associates Phoenix, Arizona	$42.7M	-$629K	6	9.22%	Reduced
1071	BFO Boston Family Office Boston, Massachusetts	$42.6M	+$1.15M	7	5.05%	Increased
1072	Aristeia Capital Greenwich, Connecticut	$42.6M	-$73.6M	1	2.09%	Reduced
1073	CC Carbonado Capital New York	$42.6M	-$47.1M	2	10.21%	Reduced
1074	D.J. St. Germain Springfield, Massachusetts	$42.4M	-$8.49M	5	5.68%	Reduced
1075	CCM Cadence Capital Management Boston, Massachusetts	$42.4M	-$1.56M	9	2.94%	Reduced