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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
1301	Kopernik Global Investors Tampa, Florida	$23.9M	+$2.93M	1	4.89%	Increased
1302	Ninety One North America New York	$23.9M	+$11M	4	3.58%	Increased
1303	Central Securities New York	$23.9M	$0	3	4.76%	Maintained
1304	UONDDL University of Notre Dame du Lac South Bend, Indiana	$23.8M	+$15.7M	4	9.56%	Increased
1305	Pictet North America Advisors Geneva 73, Switzerland	$23.8M	+$1.27M	5	5.25%	Increased
1306	Compass Capital Management Minneapolis, Minnesota	$23.8M	-$327K	1	4.45%	Reduced
1307	Crosslink Capital Menlo Park, California	$23.8M	-$7.71M	1	3.81%	Reduced
1308	Lockheed Martin Investment Management Bethesda, Maryland	$23.7M	+$4.25M	7	1.99%	Increased
1309	TWI Thomas White International Chicago, Illinois	$23.7M	+$1.01M	5	3.52%	Increased
1310	AI ArchPoint Investors Coral Gables, Florida	$23.7M	-$18.5M	2	13.94%	Reduced
1311	PGIM Pacific Global Investment Management Glendale, California	$23.7M	-$27.6K	6	4.81%	Reduced
1312	Narwhal Capital Management Marietta, Georgia	$23.7M	+$980K	6	7.12%	Increased
1313	Advisors Capital Management Ridgewood, New Jersey	$23.6M	-$11.7M	2	2.26%	Reduced
1314	First Interstate Bank Billings, Montana	$23.6M	+$514K	9	4.65%	Increased
1315	FL Fort LP Chevy Chase, Maryland	$23.5M	+$5.11M	3	6.63%	Increased
1316	Sand Hill Global Advisors Palo Alto, California	$23.4M	+$303K	6	3.22%	Increased
1317	CAM CG Asset Management New York	$23.4M	+$658K	4	8.73%	Increased
1318	PSCM Prince Street Capital Management New York	$23.4M	-$18.5M	1	7.37%	Reduced
1319	AAC Asset Advisors Corp Augusta, Georgia	$23.3M	+$900K	5	4.66%	Increased
1320	Weiss Multi-Strategy Advisers New York	$23.3M	+$3.58M	3	1.13%	Increased
1321	Perpetual Ltd Sydney, New South Wales, Australia	$23.1M	-$98.9M	1	3.52%	Reduced
1322	CF CNA Financial Chicago, Illinois	$23.1M	-$573K	4	5.16%	Reduced
1323	CCM Concourse Capital Management Atlanta, Georgia	$23.1M	-$1.96M	4	13.96%	Reduced
1324	TCV Trust & Wealth Management Richmond, Virginia	$23M	+$292K	6	3.73%	Increased
1325	Fuller & Thaler Asset Management San Mateo, California	$23M	-$1.02M	9	0.35%	Reduced