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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	Huntington National Bank Columbus, Ohio	$165M	-$5.3M	12	4.18%	Reduced
477	SW SVB Wealth Boston, Massachusetts	$165M	-$2.84M	9	6.5%	Reduced
478	SGAM Smith Group Asset Management Dallas, Texas	$165M	+$129M	6	4.87%	Increased
479	EC Eminence Capital New York	$165M	-$49.1M	1	2.05%	Reduced
480	Douglas C. Lane & Associates New York	$164M	-$2.5M	6	4.43%	Reduced
481	FFA First Foundation Advisors Irvine, California	$164M	+$7.5M	7	11.19%	Increased
482	Livforsakringsbolaget Skandia Stockholm, Sweden	$163M	+$10.6M	11	7.68%	Increased
483	AGF Investments Inc Toronto, Ontario, Canada	$162M	-$10.7M	4	1.99%	Reduced
484	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$162M	+$166M	4	2.96%	New
485	Castleark Management Chicago, Illinois	$162M	+$56.9M	5	4.86%	Increased
486	Janney Montgomery Scott Philadelphia, Pennsylvania	$162M	+$3.87M	10	4.18%	Increased
487	SAM Sentinel Asset Management Montpelier, Vermont	$161M	-$8.89M	5	4.06%	Reduced
488	AA Ancient Art Austin, Texas	$161M	-$1M	1	29.43%	Reduced
489	Santa Barbara Asset Management Los Angeles, California	$161M	+$3.57M	1	3.22%	Increased
490	IC Immersion Capital London, United Kingdom	$160M	+$149M	1	65.89%	New
491	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$160M	+$10.9M	10	3.95%	Increased
492	CAM Capstone Asset Management Houston, Texas	$159M	+$7.26M	12	4.57%	Increased
493	BHG Blue Harbour Group Greenwich, Connecticut	$158M	-$44.2M	1	5.05%	Reduced
494	New Mexico Educational Retirement Board Santa Fe, New Mexico	$157M	-$2.33M	10	7.52%	Reduced
495	VIM Veritas Investment Management London, United Kingdom	$157M	+$140K	5	30.02%	Increased
496	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$156M	-$611K	2	6.22%	Reduced
497	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$156M	-$2.25M	6	8.52%	Reduced
498	Dorsal Capital Management Redwood City, California	$156M	+$53M	2	13.56%	Increased
499	NCA Newbrook Capital Advisors New York	$155M	+$45.8M	2	15.79%	Increased
500	UBS O'Connor Chicago, Illinois	$155M	+$29M	6	1.37%	Increased