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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	Haverford Trust Company Radnor, Pennsylvania	$120M	+$7.16M	5	3.33%	Increased
477	Livforsakringsbolaget Skandia Stockholm, Sweden	$120M	-$5.48M	9	5.89%	Reduced
478	Whale Rock Capital Management Boston, Massachusetts	$119M	+$38.3M	3	12.21%	Increased
479	Bartlett & Co Cincinnati, Ohio	$117M	+$517K	5	5.79%	Increased
480	CAM Capstone Asset Management Houston, Texas	$116M	+$4.19M	10	3.28%	Increased
481	AG Artal Group Luxembourg	$116M	+$61.5M	3	5.35%	Increased
482	Frontier Capital Management Boston, Massachusetts	$116M	-$8.73M	3	0.84%	Reduced
483	CC Curian Capital Denver, Colorado	$116M	-$432K	8	1.93%	Reduced
484	MUFG Americas New York	$116M	+$1.04M	9	3.84%	Increased
485	EverPoint Asset Management Stamford, Connecticut	$115M	-$33.2M	4	2.17%	Reduced
486	FTCM Fir Tree Capital Management New York	$113M	-$18M	2	1.61%	Reduced
487	OI Oakbrook Investments Lisle, Illinois	$113M	-$10.1M	7	6.1%	Reduced
488	OA Oak Associates Akron, Ohio	$112M	+$620K	7	13.53%	Increased
489	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$112M	+$4.41M	4	7.93%	Increased
490	JHC JFB Holdings Corp Atlanta, Georgia	$112M	+$9.32M	1	2.89%	Increased
491	NM NWI Management New York	$112M	+$71M	2	13.99%	Increased
492	Meyer Handelman Company Rye Brook, New York	$112M	+$1.2M	4	5.05%	Increased
493	Johnson Investment Counsel Cincinnati, Ohio	$111M	+$852K	6	3.73%	Increased
494	SAM Sentinel Asset Management Montpelier, Vermont	$111M	-$43M	3	2.41%	Reduced
495	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$110M	+$382K	8	2.77%	Increased
496	LCM Lakewood Capital Management New York	$109M	+$68.7M	3	5.61%	Increased
497	Foresters Investment Management New York	$109M	+$725K	3	2.11%	Increased
498	OCM Osterweis Capital Management San Francisco, California	$109M	-$746K	1	3.49%	Reduced
499	WestEnd Advisors Charlotte, North Carolina	$109M	-$1.95M	1	4.91%	Reduced
500	NAM NorthCoast Asset Management Greenwich, Connecticut	$109M	-$24.1M	4	5.09%	Reduced