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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
426	Virtu KCG Holdings New York	$144M	+$73.6M	10	1.59%	Increased
427	Oak Associates Akron, Ohio	$143M	+$132M	8	15.46%	New
428	SCGE Management Menlo Park, California	$143M	-$13.6M	3	20.62%	Reduced
429	Prio Wealth Limited Partnership Boston, Massachusetts	$142M	+$689K	4	7.17%	Increased
430	Beutel, Goodman & Co Toronto, Ontario, Canada	$141M	+$119M	1	1.22%	New
431	Maverick Capital Dallas, Texas	$141M	-$163M	1	1.82%	Reduced
432	Balyasny Asset Management Chicago, Illinois	$140M	+$47.8M	3	1.83%	Increased
433	Federated Hermes Pittsburgh, Pennsylvania	$140M	-$4.96M	10	0.48%	Reduced
434	Mar Vista Investment Partners Los Angeles, California	$140M	+$7.19M	2	8.15%	Increased
435	Castleark Management Chicago, Illinois	$140M	-$24.3M	5	4.06%	Reduced
436	AC Amici Capital New York	$140M	-$55.1M	2	4.4%	Reduced
437	Commonwealth Equity Services Waltham, Massachusetts	$139M	+$2.63M	10	2.03%	Increased
438	Kovitz Investment Group Chicago, Illinois	$139M	+$14M	3	6.35%	Increased
439	Black Creek Investment Management Toronto, Ontario, Canada	$138M	+$20.7M	2	16.25%	Increased
440	CIBC World Market Toronto, Ontario, Canada	$138M	+$90.4M	6	0.57%	Increased
441	Wilmington Trust Wilmington, Delaware	$136M	-$738K	6	2.3%	Reduced
442	Mutual of America Capital Management New York	$135M	+$883K	8	3.31%	Increased
443	Argent Capital Management St Louis, Missouri	$135M	-$2.96M	4	7.61%	Reduced
444	Numeric Investors Boston, Massachusetts	$135M	+$42.3M	6	2.26%	Increased
445	Davenport & Co Richmond, Virginia	$135M	-$13.9M	5	2.52%	Reduced
446	Saratoga Research & Investment Management Saratoga, California	$133M	+$8.32M	3	14.21%	Increased
447	Gofen & Glossberg Chicago, Illinois	$133M	-$1.67M	6	6.24%	Reduced
448	CEP Chicago Equity Partners Chicago, Illinois	$132M	+$14.8M	5	3.97%	Increased
449	IronBridge Capital Management Oakbrook Terrace, Illinois	$132M	-$60.7M	4	2.81%	Reduced
450	Spot Trading Chicago, Illinois	$132M	+$25.7M	10	0.71%	Increased