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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
501	Birch Hill Investment Advisors Boston, Massachusetts	$97.9M	-$2.08M	5	10.25%	Reduced
502	Cincinnati Insurance Fairfield, Ohio	$97.4M	$0	2	3.51%	Maintained
503	BB&T Securities Richmond, Virginia	$97.1M	+$2.76M	7	2.31%	Increased
504	Williams Jones & Associates New York	$96.9M	-$94.1M	6	4.35%	Reduced
505	TCG Tremblant Capital Group West Palm Beach, Florida	$96.5M	+$60.4M	1	3.66%	Increased
506	HP Hikari Power Tokyo, Japan	$96.5M	+$4.28M	4	13.95%	Increased
507	MI Markston International White Plains, New York	$96M	-$553K	5	5.81%	Reduced
508	GL GLG LLC New York	$95.9M	-$77.7K	8	2.84%	Reduced
509	VIM Veritas Investment Management London, United Kingdom	$95.7M	+$6.81M	4	32.95%	Increased
510	QS Batterymarch Financial Management New York	$95.5M	-$47.6M	7	2.42%	Reduced
511	Balyasny Asset Management Chicago, Illinois	$95.2M	+$60.7M	5	1.08%	Increased
512	Tokio Marine Asset Management Tokyo, Japan	$95.2M	-$19.8M	9	6.46%	Reduced
513	LCM Logan Capital Management Newtown Square, Pennsylvania	$94.8M	-$10.8M	6	6.7%	Reduced
514	LCM Lakewood Capital Management New York	$94.3M	-$25.5M	1	7.59%	Reduced
515	SCM Shapiro Capital Management Atlanta, Georgia	$94.1M	+$2.01M	2	2.27%	Increased
516	M&T Bank Buffalo, New York	$93.6M	-$5.07M	7	3.92%	Reduced
517	Evercore Wealth Management New York	$92.5M	+$5.12M	7	4.77%	Increased
518	Riverbridge Partners Minneapolis, Minnesota	$92.3M	+$2.73M	5	1.61%	Increased
519	CPIM Columbia Partners Investment Management Alexandria, Virginia	$91.7M	-$10.1M	5	4.24%	Reduced
520	Whittier Trust South Pasadena, California	$91.2M	+$455K	10	4.5%	Increased
521	SCGE Management Menlo Park, California	$91.2M	-$47.9M	2	11.15%	Reduced
522	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$90.9M	+$2.19M	4	5.65%	Increased
523	Profund Advisors Bethesda, Maryland	$90.8M	-$7.7M	7	3.98%	Reduced
524	Highbridge Capital Management New York	$90.6M	+$43.3M	8	1.1%	Increased
525	MWR McAdams Wright Ragen Seattle, Washington	$90.6M	+$1.36M	6	5.06%	Increased