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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	Kayne Anderson Rudnick Investment Management Los Angeles, California	$155M	+$44.7M	6	1.94%	Increased
502	HM Payson & Co Portland, Maine	$155M	-$7.89M	7	7.55%	Reduced
503	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$155M	-$2.16M	10	3.25%	Reduced
504	Cambiar Investors Denver, Colorado	$154M	-$26.7M	2	2.25%	Reduced
505	CIBC World Market Toronto, Ontario, Canada	$153M	+$26M	10	0.56%	Increased
506	Andra AP-fonden Goteborg, Sweden	$153M	+$12.9M	11	4.09%	Increased
507	AIM Allen Investment Management New York	$151M	+$12M	6	9.64%	Increased
508	CC Cannell & Co New York	$150M	-$10.6M	7	5.47%	Reduced
509	AAM Ardevora Asset Management London, United Kingdom	$150M	+$14.9M	6	5.52%	Increased
510	VCM Valiant Capital Management San Francisco, California	$150M	$0	2	9.09%	Maintained
511	Foresters Investment Management New York	$150M	+$5.48M	4	2.78%	Increased
512	Fiduciary Trust Boston, Massachusetts	$150M	-$628K	9	5.13%	Reduced
513	FFA First Foundation Advisors Irvine, California	$149M	-$8.43M	7	10.33%	Reduced
514	ICP Indus Capital Partners New York	$149M	-$2M	1	14.07%	Reduced
515	BRIM Broad Run Investment Management Arlington, Virginia	$148M	+$1.82M	2	6.74%	Increased
516	Capital International Los Angeles, California	$148M	+$4.99M	7	10.44%	Increased
517	Ladenburg Thalmann Financial Services Miami, Florida	$147M	+$8.99M	20	2.21%	Increased
518	IRF IBM Retirement Fund Armonk, New York	$147M	-$55.3M	11	7.4%	Reduced
519	Castleark Management Chicago, Illinois	$146M	+$43.5M	6	4.43%	Increased
520	Cullen/Frost Bankers San Antonio, Texas	$146M	-$5.07M	7	5.26%	Reduced
521	Oppenheimer & Co New York	$146M	-$4.65M	12	4.24%	Reduced
522	Edmond de Rothschild Holding Chambesy, Switzerland	$145M	-$16.7M	15	4.4%	Reduced
523	PFU Parus Finance (UK) London, United Kingdom	$145M	+$8.65M	2	21.92%	Increased
524	Bartlett & Co Cincinnati, Ohio	$145M	-$954K	9	7.01%	Reduced
525	Analytic Investors Los Angeles, California	$143M	+$26.7M	8	1.6%	Increased