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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	Welch & Forbes Boston, Massachusetts	$160M	-$2.66M	6	5.05%	Reduced
402	Capital Fund Management (CFM) Paris, France	$158M	+$91.4M	6	1.94%	Increased
403	TBC Tweedy, Browne Co Stamford, Connecticut	$158M	$0	1	3.63%	Maintained
404	Two Sigma Advisers New York	$158M	+$873K	9	1.43%	Increased
405	RG Renaissance Group Covington, Kentucky	$157M	-$1.04M	5	6.21%	Reduced
406	MVIP Mar Vista Investment Partners Los Angeles, California	$156M	+$10.5M	2	8.98%	Increased
407	City National Bank Beverly Hills, Delaware	$156M	+$4.42M	6	2.19%	Increased
408	Haverford Trust Company Radnor, Pennsylvania	$156M	+$33M	4	4.81%	Increased
409	Rothschild & Co Asset Management US Stamford, Connecticut	$154M	-$4.37M	4	3.43%	Reduced
410	Beutel, Goodman & Co Toronto, Ontario, Canada	$154M	-$2M	1	1.18%	Reduced
411	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$154M	-$6.44M	3	4.18%	Reduced
412	Analytic Investors Los Angeles, California	$153M	-$26.1M	3	2.33%	Reduced
413	TP Tesuji Partners Fort Lee, New Jersey	$153M	$0	1	13.12%	Maintained
414	Virtu KCG Holdings New York	$153M	+$11.1M	12	1.9%	Increased
415	WAM World Asset Management Detroit, Michigan	$152M	-$21.1M	9	4.75%	Reduced
416	Gabelli Funds Rye, New York	$152M	-$3.5M	5	0.79%	Reduced
417	Commonwealth Equity Services Waltham, Massachusetts	$151M	+$7.44M	10	2.09%	Increased
418	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$151M	+$5.6M	2	16.49%	Increased
419	Axiom Investors Greenwich, Connecticut	$149M	+$38.6M	3	3.55%	Increased
420	SRIM Saratoga Research & Investment Management Saratoga, California	$149M	+$5.91M	3	15.16%	Increased
421	Santa Barbara Asset Management Los Angeles, California	$148M	+$14.3M	1	3.16%	Increased
422	Wasatch Advisors Salt Lake City, Utah	$147M	-$13.4M	4	1.42%	Reduced
423	New Mexico Educational Retirement Board Santa Fe, New Mexico	$146M	+$144M	8	6.16%	New
424	Zurich Cantonal Bank Zurich, Switzerland	$146M	+$14.4M	9	4.5%	Increased
425	Soros Fund Management New York	$145M	-$184M	2	1.43%	Reduced