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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
376	State of Alaska Department of Revenue Juneau, Alaska	$375M	+$76.7M	15	6.67%	Increased
377	GHCM Glen Harbor Capital Management San Diego, California	$374M	-$20.5M	10	8.02%	Reduced
378	RG Riverstone Group Richmond, Virginia	$373M	+$388M	1	48.22%	New
379	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$370M	+$10.7M	12	6.42%	Increased
380	SG Americas Securities New York	$369M	-$334M	17	3.33%	Reduced
381	Antipodes Partners Royal Exchange, Australia	$369M	-$54.1M	4	17.55%	Reduced
382	Moore Capital Management New York	$368M	-$231M	6	8.99%	Reduced
383	EC Eminence Capital New York	$366M	-$37M	2	4.99%	Reduced
384	FQ First Quadrant Glendale, California	$366M	-$43.6M	10	6.86%	Reduced
385	Scharf Investments Los Gatos, California	$364M	-$82.1M	2	13.01%	Reduced
386	Jericho Capital Asset Management New York	$362M	+$88.1M	1	15.7%	Increased
387	Regions Financial Corp Birmingham, Alabama	$358M	+$430K	17	4.04%	Increased
388	Mutual of America Capital Management New York	$358M	-$3.19M	12	5.32%	Reduced
389	Homestead Advisers Arlington, Virginia	$357M	$0	2	5.6%	Maintained
390	Advisors Asset Management Monument, Colorado	$354M	+$22.2M	12	6.02%	Increased
391	GCCM Green Court Capital Management Hong Kong	$354M	-$3.01M	1	49.8%	Reduced
392	Zevenbergen Capital Investments Edmonds, Washington	$353M	+$14.3M	5	11.73%	Increased
393	BB&T Securities Richmond, Virginia	$351M	+$5.18M	13	3.75%	Increased
394	Hardman Johnston Global Advisors Stamford, Connecticut	$351M	-$9.24M	5	14.83%	Reduced
395	OA Oak Associates Akron, Ohio	$351M	+$2.59M	10	23.47%	Increased
396	Select Equity Group New York	$350M	+$67.7M	2	2.81%	Increased
397	Nissay Asset Management Tokyo, Japan	$350M	+$22.7M	12	10.23%	Increased
398	Westwood Holdings Group Dallas, Texas	$348M	-$73.1M	6	2.93%	Reduced
399	BWA Brave Warrior Advisors New York	$347M	+$41.4M	1	14.21%	Increased
400	MSA Mason Street Advisors Milwaukee, Wisconsin	$346M	+$1.36M	11	7.58%	Increased