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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	Troy Asset Management London, United Kingdom	$164M	-$10.9M	2	11.44%	Reduced
402	Seizert Capital Partners Birmingham, Michigan	$164M	-$31.9M	5	4.14%	Reduced
403	Sit Investment Associates Minneapolis, Minnesota	$163M	+$15.1M	5	2.82%	Increased
404	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$162M	+$25.1M	9	6.11%	Increased
405	DCM Dupont Capital Management Wilmington, Delaware	$162M	-$32M	6	3.19%	Reduced
406	HCM Herndon Capital Management Atlanta, Georgia	$160M	-$21.9M	3	2.39%	Reduced
407	Commonwealth Equity Services Waltham, Massachusetts	$160M	+$4.87M	12	1.66%	Increased
408	Analytic Investors Los Angeles, California	$160M	-$36.5M	5	2.18%	Reduced
409	TCM Tybourne Capital Management Hong Kong	$160M	-$6.54M	1	14.89%	Reduced
410	HL Financial Services Louisville, Kentucky	$158M	+$6.75M	8	4.26%	Increased
411	BB&T Securities Richmond, Virginia	$157M	+$14.4M	8	3.45%	Increased
412	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$156M	-$1.22M	11	4.74%	Reduced
413	MVIP Mar Vista Investment Partners Los Angeles, California	$156M	-$6.57M	2	8.83%	Reduced
414	Iconiq Capital San Francisco, California	$155M	+$5.53M	2	29.58%	Increased
415	Huntington National Bank Columbus, Ohio	$155M	-$13.1M	10	3.78%	Reduced
416	DL Delta Lloyd Amsterdam, Netherlands	$155M	-$4.05M	9	4.8%	Reduced
417	TBC Tweedy, Browne Co Stamford, Connecticut	$155M	-$373K	1	4.17%	Reduced
418	CCI Columbus Circle Investors	$154M	-$55.8M	2	1.05%	Reduced
419	Marshall Wace London, United Kingdom	$154M	-$8.72M	7	2%	Reduced
420	GA Geneva Advisors Chicago, Illinois	$154M	-$65.5M	6	2.78%	Reduced
421	DILH Dai-ichi Life Holdings Tokyo, Japan	$153M	-$9.64M	9	4.3%	Reduced
422	SRIM Saratoga Research & Investment Management Saratoga, California	$152M	+$5.01M	4	14.17%	Increased
423	Country Trust Bank Bloomington, Illinois	$152M	+$13.3M	5	7.63%	Increased
424	SW SVB Wealth Boston, Massachusetts	$151M	+$802K	9	4.89%	Increased
425	Disciplined Growth Investors Minneapolis, Minnesota	$150M	-$977K	3	3.53%	Reduced