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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
1101	CWA Asset Management Group Naples, Florida	$94.2M	+$10.1M	6	9.87%	Increased
1102	ARS Investment Partners New York	$94.1M	+$1.8M	6	11.58%	Increased
1103	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$93.9M	+$51.2M	3	0.92%	Increased
1104	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$93.9M	+$435K	8	12.79%	Increased
1105	Tikehau Investment Management Paris, France	$93.8M	-$3.88M	2	19.49%	Reduced
1106	Majedie Asset Management London, United Kingdom	$93.8M	-$632K	4	7.18%	Reduced
1107	Compass Capital Management Minneapolis, Minnesota	$93.5M	+$1.26M	2	8.19%	Increased
1108	Jones Financial Companies Des Peres, Missouri	$93.3M	+$2.44M	7	0.17%	Increased
1109	Untitled Investments New York	$93.2M	+$92M	4	20.92%	New
1110	APA American Portfolios Advisors Holbrook, New York	$92.7M	+$2.2M	27	4.74%	Increased
1111	ALAM Asahi Life Asset Management Tokyo, Japan	$92.4M	+$7.51M	8	11.82%	Increased
1112	Carret Asset Management New York	$91.9M	+$1.43M	8	12.37%	Increased
1113	Ledyard National Bank	$91.8M	-$1.91M	6	10.49%	Reduced
1114	Sahana Capital Management Greenwich, Connecticut	$91.7M	+$15M	1	10.96%	Increased
1115	Pittenger & Anderson Inc Lincoin, Nebraska	$91.5M	-$1.95M	11	5.19%	Reduced
1116	Taikang Asset Management (HK) Hong Kong	$91.4M	-$14.7M	6	13.47%	Reduced
1117	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$91.4M	-$19.1M	6	8.44%	Reduced
1118	Stack Financial Management Whitefish, Montana	$91.2M	+$348K	1	8.04%	Increased
1119	Strategy Capital Los Altos, California	$91.2M	+$2.69M	1	12.06%	Increased
1120	Lincoln National Corp Radnor, Pennsylvania	$91.2M	-$2.52M	10	2.41%	Reduced
1121	MAM Mastrapasqua Asset Management Nashville, Tennessee	$90.9M	-$3.29M	6	11.96%	Reduced
1122	Main Street Research Lakeville, Connecticut	$90.6M	-$12.1M	5	9.75%	Reduced
1123	Two Creeks Capital Management New York	$90.3M	+$147K	1	4.93%	Increased
1124	First Quadrant Glendale, California	$90.2M	-$4.34M	7	9%	Reduced
1125	Segantii Capital Management Hong Kong	$90.1M	+$26.8M	1	4.17%	Increased