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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
451	CCM Cadence Capital Management Boston, Massachusetts	$114M	+$116M	9	5.33%	New
452	SCGE Management Menlo Park, California	$114M	+$107M	3	25.07%	New
453	Mutual of America Capital Management New York	$113M	+$113M	8	3.35%	New
454	Tokio Marine Asset Management Tokyo, Japan	$112M	+$113M	9	7.06%	New
455	Zurich Cantonal Bank Zurich, Switzerland	$111M	+$113M	9	3.89%	New
456	ACM Argent Capital Management St Louis, Missouri	$110M	+$111M	4	7.06%	New
457	SRIM Saratoga Research & Investment Management Saratoga, California	$110M	+$113M	3	12.92%	New
458	Castleark Management Chicago, Illinois	$110M	+$113M	6	3.64%	New
459	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$109M	+$108M	6	3.43%	New
460	CI Global Investments Oakland, California	$109M	+$109M	4	4.97%	New
461	Frontier Capital Management Boston, Massachusetts	$109M	+$111M	4	0.91%	New
462	Klingenstein Fields & Co New York	$108M	+$110M	5	3.87%	New
463	PC Passport Capital San Francisco, California	$107M	+$103M	2	3.54%	New
464	Eagle Asset Management St Petersburg, Florida	$107M	+$103M	4	0.71%	New
465	M&T Bank Buffalo, New York	$107M	+$109M	8	5.19%	New
466	Fiera Capital (Canada) Montreal, Quebec, Canada	$107M	+$113M	5	1.15%	New
467	River Road Asset Management Louisville, Kentucky	$106M	+$101M	2	1.31%	New
468	KIG Kovitz Investment Group Chicago, Illinois	$106M	+$108M	3	5.41%	New
469	SCM Steadfast Capital Management New York	$105M	+$102M	1	3.08%	New
470	HM Payson & Co Portland, Maine	$105M	+$107M	4	6.32%	New
471	Johnson Investment Counsel Cincinnati, Ohio	$105M	+$106M	5	4.36%	New
472	Seizert Capital Partners Birmingham, Michigan	$103M	+$101M	4	2.81%	New
473	MAM Marketfield Asset Management New York	$103M	+$105M	1	1.73%	New
474	HL Financial Services Louisville, Kentucky	$103M	+$101M	5	3.79%	New
475	AGA Altrinsic Global Advisors Stamford, Connecticut	$103M	+$111M	1	1.77%	New