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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
476	Whale Rock Capital Management Boston, Massachusetts	$113M	+$23M	3	18.92%	Increased
477	Capital International Los Angeles, California	$112M	-$4.32M	5	7.04%	Reduced
478	Columbia Wanger Asset Management Chicago, Illinois	$112M	+$32.7M	1	0.44%	Increased
479	Oppenheimer & Co New York	$111M	+$9.7M	10	3.34%	Increased
480	IAM Impax Asset Management Portsmouth, New Hampshire	$110M	+$24M	6	7.06%	Increased
481	JHC JFB Holdings Corp Atlanta, Georgia	$110M	+$2.68M	1	3.45%	Increased
482	Todd Asset Management Louisville, Kentucky	$110M	-$11.2M	4	3.18%	Reduced
483	WestEnd Advisors Charlotte, North Carolina	$110M	-$45.3M	1	5.36%	Reduced
484	CC Cannell & Co New York	$109M	+$34.6M	5	3.57%	Increased
485	United Capital Financial Advisors Irving, Texas	$109M	+$18.3M	7	2.32%	Increased
486	SA Smithwood Advisers Los Angeles, California	$107M	-$125M	3	7.54%	Reduced
487	TCTC Holdings Dallas, Texas	$107M	+$859K	4	6.17%	Increased
488	GP GLG Partners London, United Kingdom	$107M	+$62.9M	4	2.1%	Increased
489	LCM Logan Capital Management Newtown Square, Pennsylvania	$107M	-$779K	6	7.7%	Reduced
490	ROIC Route One Investment Company San Francisco, California	$106M	-$30.6M	2	18.05%	Reduced
491	PC Passport Capital San Francisco, California	$106M	-$15.8M	2	2.93%	Reduced
492	EARNEST Partners Atlanta, Georgia	$105M	-$865K	2	0.84%	Reduced
493	VCM Valiant Capital Management San Francisco, California	$105M	+$23.2M	1	12.85%	Increased
494	WesBanco Bank Wheeling, West Virginia	$104M	-$2.61M	6	5.93%	Reduced
495	Janney Montgomery Scott Philadelphia, Pennsylvania	$104M	+$9.28M	7	2.52%	Increased
496	UBS O'Connor Chicago, Illinois	$104M	-$13.9M	1	1.97%	Reduced
497	Bridgewater Associates Westport, Connecticut	$103M	+$16.7M	8	0.84%	Increased
498	Becker Capital Management Portland, Oregon	$103M	+$31.4M	5	4.21%	Increased
499	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$102M	-$1.06M	3	3.88%	Reduced
500	CPIM Columbia Partners Investment Management Alexandria, Virginia	$102M	-$1.44M	5	4.45%	Reduced