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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	NM Nokota Management New York	$109M	$0	2	3.03%	Maintained
502	AC Axon Capital New York	$108M	+$106M	1	7.61%	New
503	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$108M	-$262K	3	3.07%	Reduced
504	PIA Piedmont Investment Advisors Durham, North Carolina	$107M	-$23.4M	5	6.58%	Reduced
505	RIM Rainier Investment Management Seattle, Washington	$107M	-$115M	2	2.14%	Reduced
506	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$107M	-$36.1M	2	3.25%	Reduced
507	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$106M	+$9.34M	9	1.44%	Increased
508	ZDA Zweig-DiMenna Associates New York	$105M	+$25.4M	6	4.41%	Increased
509	Fiduciary Trust Boston, Massachusetts	$105M	-$5.31M	8	4.34%	Reduced
510	EARNEST Partners Atlanta, Georgia	$105M	-$4.12M	2	0.9%	Reduced
511	CAM Coronation Asset Management Cape Town, South Africa	$105M	+$4.23M	3	5.41%	Increased
512	Jane Street New York	$104M	+$53.9M	9	0.81%	Increased
513	SAM Securian Asset Management St Paul, Minnesota	$103M	+$3.03M	8	3.02%	Increased
514	Adams Diversified Equity Fund Baltimore, Maryland	$103M	$0	5	6.78%	Maintained
515	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$103M	+$101M	1	2.56%	New
516	VIM Veritas Investment Management London, United Kingdom	$103M	+$105M	4	34.24%	Increased
517	Findlay Park Partners London, United Kingdom	$103M	+$9.64M	1	1.07%	Increased
518	Capital International Los Angeles, California	$102M	-$15.6M	6	6.21%	Reduced
519	Profund Advisors Bethesda, Maryland	$101M	-$1.4M	9	3.94%	Reduced
520	Riverbridge Partners Minneapolis, Minnesota	$101M	-$1.79M	5	1.82%	Reduced
521	People's United Financial Bridgeport, Connecticut	$100M	+$2.32M	10	5.08%	Increased
522	Check Capital Management Costa Mesa, California	$99.8M	+$5.67M	4	8.49%	Increased
523	Becker Capital Management Portland, Oregon	$99.6M	+$6.53M	5	3.88%	Increased
524	Oppenheimer & Co New York	$99.2M	-$3.65M	10	2.7%	Reduced
525	Segall Bryant & Hamill Chicago, Illinois	$98.5M	-$3.99M	5	2.22%	Reduced