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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	FC Fiera Capital New York	$110M	+$10.4M	3	7.23%	Increased
452	KIG Kovitz Investment Group Chicago, Illinois	$110M	+$6.88M	3	5.35%	Increased
453	MVIP Mar Vista Investment Partners Los Angeles, California	$110M	-$9.36M	2	7.57%	Reduced
454	Haverford Trust Company Radnor, Pennsylvania	$110M	-$40.4M	4	3.99%	Reduced
455	AGA Altrinsic Global Advisors Stamford, Connecticut	$109M	-$1.38M	1	1.87%	Reduced
456	TU TDAM USA Toronto, Ontario, Canada	$109M	-$20.5M	5	5.13%	Reduced
457	River Road Asset Management Louisville, Kentucky	$108M	+$6.05M	2	1.34%	Increased
458	HM Payson & Co Portland, Maine	$108M	+$3.99M	4	6.26%	Increased
459	PHS PFM Health Sciences San Francisco, California	$108M	-$206M	2	2.59%	Reduced
460	HCM Hoplite Capital Management New York	$107M	+$96.8M	1	3.81%	New
461	Fiera Capital (Canada) Montreal, Quebec, Canada	$107M	-$6.85M	5	1.1%	Reduced
462	CEP Chicago Equity Partners Chicago, Illinois	$106M	-$34.7M	7	3.28%	Reduced
463	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$106M	-$661K	6	3.23%	Reduced
464	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$105M	+$10.5M	5	7.28%	Increased
465	Tokio Marine Asset Management Tokyo, Japan	$104M	-$8.4M	9	6.65%	Reduced
466	Bartlett & Co Cincinnati, Ohio	$104M	-$7.06M	7	5.65%	Reduced
467	Zurich Cantonal Bank Zurich, Switzerland	$104M	-$8.78M	9	3.6%	Reduced
468	Thomaspartners Boston, Massachusetts	$104M	+$16.4M	3	3.75%	Increased
469	SCM Scopia Capital Management New York	$103M	-$69.4M	1	3.07%	Reduced
470	Hardman Johnston Global Advisors Stamford, Connecticut	$101M	+$12.9M	4	6.76%	Increased
471	CC Curian Capital Denver, Colorado	$99.6M	-$3.45M	8	1.78%	Reduced
472	Johnson Investment Counsel Cincinnati, Ohio	$98.5M	-$7.09M	5	3.93%	Reduced
473	Cullen Capital Management New York	$98.3M	+$2.31M	2	2.79%	Increased
474	FTCM Fir Tree Capital Management New York	$98M	$0	1	1.34%	Maintained
475	TimesSquare Capital Management New York	$97.6M	+$13.3M	3	0.55%	Increased