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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	TGCM Tukman Grossman Capital Management Larkspur, California	$139M	-$20.4M	1	6.62%	Reduced
452	Bradley Foster & Sargent Hartford, Connecticut	$139M	+$21.6M	5	6.59%	Increased
453	JHC JFB Holdings Corp Atlanta, Georgia	$139M	-$276K	1	3.87%	Reduced
454	Country Trust Bank Bloomington, Illinois	$138M	+$730K	5	7.07%	Increased
455	CCM Criterion Capital Management San Francisco, California	$137M	-$7.15M	3	4.01%	Reduced
456	Mutual of America Capital Management New York	$137M	+$4.07M	8	3.26%	Increased
457	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$134M	-$9.57M	3	3.56%	Reduced
458	Bridgeway Capital Management Houston, Texas	$134M	+$11.2M	7	3.37%	Increased
459	TCM Tybourne Capital Management Hong Kong	$133M	-$56.7M	1	12.98%	Reduced
460	Disciplined Growth Investors Minneapolis, Minnesota	$132M	+$2.66M	2	3.38%	Increased
461	SCGE Management Menlo Park, California	$132M	+$41.1M	3	16.34%	Increased
462	ACM Argent Capital Management St Louis, Missouri	$131M	-$5.89M	4	7.21%	Reduced
463	TM Tiger Management New York	$131M	+$101M	2	34.75%	Increased
464	Sculptor Capital New York	$131M	+$106M	4	0.38%	Increased
465	Bartlett & Co Cincinnati, Ohio	$130M	-$513K	5	6.3%	Reduced
466	Beutel, Goodman & Co Toronto, Ontario, Canada	$129M	+$11.7M	1	1.12%	Increased
467	RG Renaissance Group Covington, Kentucky	$128M	-$17.2M	5	5.06%	Reduced
468	Meyer Handelman Company Rye Brook, New York	$127M	+$534K	4	5.9%	Increased
469	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$127M	+$3.48M	9	1.64%	Increased
470	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$126M	+$238K	9	5.1%	Increased
471	Placemark Investments Chicago, Illinois	$126M	+$5.68M	9	2.33%	Increased
472	MUFG Americas New York	$126M	-$590K	9	4.22%	Reduced
473	Douglas C. Lane & Associates New York	$125M	+$3.41M	5	3.72%	Increased
474	OI Oakbrook Investments Lisle, Illinois	$124M	-$76M	7	6.68%	Reduced
475	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$124M	+$2.73M	8	3.34%	Increased