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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
401	Renaissance Group Covington, Kentucky	$155M	-$5.06M	5	6.27%	Reduced
402	Sterling Capital Management Charlotte, North Carolina	$155M	-$10.9M	7	1.42%	Reduced
403	Two Sigma Advisers New York	$155M	-$25.6M	7	1.49%	Reduced
404	TP Tesuji Partners Fort Lee, New Jersey	$154M	$0	1	12.49%	Maintained
405	HL Financial Services Louisville, Kentucky	$154M	+$11.1M	6	4.66%	Increased
406	Eagle Asset Management St Petersburg, Florida	$153M	-$141M	4	0.86%	Reduced
407	PineBridge Investments New York	$153M	-$21M	8	4.56%	Reduced
408	HI Honeywell International Charlotte, North Carolina	$153M	+$2.76M	4	3.66%	Increased
409	Martingale Asset Management Boston, Massachusetts	$153M	-$19.4M	7	5.31%	Reduced
410	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$152M	-$6.4M	3	4.15%	Reduced
411	Rothschild & Co Asset Management US Stamford, Connecticut	$152M	+$8.52M	4	3.38%	Increased
412	Brandywine Global Investment Management Philadelphia, Pennsylvania	$151M	-$769K	3	1.39%	Reduced
413	Gabelli Funds Rye, New York	$151M	+$3.24M	5	0.8%	Increased
414	Wasatch Advisors Salt Lake City, Utah	$151M	+$5.13M	4	1.48%	Increased
415	City National Bank Beverly Hills, Delaware	$150M	+$8.99M	5	2.26%	Increased
416	River Road Asset Management Louisville, Kentucky	$150M	+$27M	2	1.62%	Increased
417	CCM Conatus Capital Management Greenwich, Connecticut	$150M	+$44.4M	1	5.62%	Increased
418	Cambiar Investors Denver, Colorado	$149M	-$49.3M	2	2.2%	Reduced
419	WestEnd Advisors Charlotte, North Carolina	$148M	-$156M	1	5.35%	Reduced
420	RS Investment Management San Francisco, California	$148M	-$6.93M	6	0.9%	Reduced
421	Zweig-DiMenna Associates New York	$148M	+$43.7M	4	5.43%	Increased
422	Slate Path Capital New York	$146M	$0	1	5.03%	Maintained
423	RCM Riverhead Capital Management Wilmington, Delaware	$146M	-$27.3M	8	3.86%	Reduced
424	KCM Kensico Capital Management Greenwich, Connecticut	$145M	$0	1	3.28%	Maintained
425	Ashfield Capital Partners San Francisco, California	$145M	-$2.16M	6	6.92%	Reduced