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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	$185M	-$3.33M	6	1.85%	Reduced
502	Oppenheimer Asset Management New York	$185M	-$13.6M	14	5.11%	Reduced
503	FFA First Foundation Advisors Irvine, California	$185M	+$9.81M	8	10.87%	Increased
504	CEP Chicago Equity Partners Chicago, Illinois	$185M	-$3.83M	6	4.98%	Reduced
505	RHBC R.H. Bluestein & Co Birmingham, Michigan	$184M	+$11.7M	6	10.65%	Increased
506	SAM Securian Asset Management St Paul, Minnesota	$184M	+$1.94M	11	4.84%	Increased
507	E. Ohman J:or Asset Management Stockholm, Sweden	$183M	+$25.6M	12	18.49%	Increased
508	Avalon Investment & Advisory Houston, Texas	$182M	-$21.4M	9	6.06%	Reduced
509	Welch & Forbes Boston, Massachusetts	$182M	-$1.17M	9	5.09%	Reduced
510	Madison Investment Holdings Madison, Wisconsin	$182M	-$21.2M	5	3.36%	Reduced
511	Gabelli Funds Rye, New York	$182M	-$18.7M	9	1.08%	Reduced
512	Oppenheimer & Co New York	$181M	+$6.84M	13	5%	Increased
513	GCCM Green Court Capital Management Hong Kong	$181M	+$159M	1	41.67%	New
514	Segall Bryant & Hamill Chicago, Illinois	$181M	-$16.4M	8	4.26%	Reduced
515	Markel Group Glen Allen, Virginia	$180M	+$25.9M	5	3.84%	Increased
516	BWCA Brenner West Capital Advisors New York	$179M	+$35.3M	3	20.85%	Increased
517	Profund Advisors Bethesda, Maryland	$178M	+$14M	12	8.08%	Increased
518	Junto Capital Management New York	$178M	+$35.5M	3	15.67%	Increased
519	QS Investors New York	$178M	-$6.59M	14	1.52%	Reduced
520	Adams Diversified Equity Fund Baltimore, Maryland	$177M	+$11M	5	10.01%	Increased
521	NA Neuburgh Advisers Los Angeles, California	$177M	-$7.03M	8	6.69%	Reduced
522	ACM Argent Capital Management St Louis, Missouri	$176M	-$6.57M	5	7.04%	Reduced
523	Gofen & Glossberg Chicago, Illinois	$176M	+$401K	7	6.69%	Increased
524	Capital Fund Management (CFM) Paris, France	$176M	+$39.2M	6	1.42%	Increased
525	Starboard Value New York	$174M	+$61.3M	1	5.08%	Increased