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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	IAM Impax Asset Management Portsmouth, New Hampshire	$116M	+$3.73M	5	6.85%	Increased
502	HCMT Highland Capital Management (Texas) Dallas, Texas	$115M	+$22.1M	4	3.85%	Increased
503	Meyer Handelman Company Rye Brook, New York	$115M	+$609K	4	5.15%	Increased
504	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$114M	-$14.5M	3	3.19%	Reduced
505	O'Shaughnessy Asset Management Stamford, Connecticut	$114M	+$24.8M	5	2.17%	Increased
506	Fiduciary Trust Boston, Massachusetts	$113M	+$255K	8	4.74%	Increased
507	NM Nokota Management New York	$112M	+$9.6M	2	4.5%	Increased
508	Frontier Capital Management Boston, Massachusetts	$112M	+$21.7M	3	0.82%	Increased
509	AC Alleghany Corporation New York	$110M	+$46M	4	4.31%	Increased
510	OA Oak Associates Akron, Ohio	$109M	-$429K	8	13.07%	Reduced
511	Dragoneer Investment Group San Francisco, California	$109M	+$108M	1	49.41%	New
512	Capital International Sarl Los Angeles, California	$108M	+$4.78M	7	6.66%	Increased
513	Cullen Capital Management New York	$107M	+$98.6K	2	2.92%	Increased
514	Oppenheimer & Co New York	$106M	-$2.04M	10	3.05%	Reduced
515	OCM Osterweis Capital Management San Francisco, California	$105M	-$91M	1	3.46%	Reduced
516	CC Colrain Capital Boston, Massachusetts	$105M	+$5.46M	4	8.11%	Increased
517	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$105M	+$79.2M	2	6.13%	Increased
518	Riverbridge Partners Minneapolis, Minnesota	$105M	+$15.4M	5	1.94%	Increased
519	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$104M	-$19.3M	9	1.47%	Reduced
520	QS Investors New York	$103M	+$69.6M	9	1.19%	Increased
521	Andra AP-fonden Goteborg, Sweden	$103M	+$8.59M	9	2.38%	Increased
522	Profund Advisors Bethesda, Maryland	$103M	+$1.6M	9	4.2%	Increased
523	Adams Diversified Equity Fund Baltimore, Maryland	$102M	-$8.95M	5	6.76%	Reduced
524	People's United Financial Bridgeport, Connecticut	$102M	+$877K	10	5.22%	Increased
525	SAM Securian Asset Management St Paul, Minnesota	$102M	+$2.24M	8	3.16%	Increased