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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	$222M	-$8.7M	7	1.66%	Reduced
502	Jericho Capital Asset Management New York	$221M	-$142M	1	12.1%	Reduced
503	WIM Weitz Investment Management Omaha, Nebraska	$221M	+$760K	5	9.34%	Increased
504	People's United Financial Bridgeport, Connecticut	$221M	+$1.42M	14	6.99%	Increased
505	FFA First Foundation Advisors Irvine, California	$220M	-$3.34M	8	12.27%	Reduced
506	Adams Diversified Equity Fund Baltimore, Maryland	$219M	-$1.86M	6	12%	Reduced
507	TCA Taconic Capital Advisors New York	$219M	+$119M	3	14.92%	Increased
508	Banco Santander Madrid, Spain	$219M	+$23.6M	11	2.56%	Increased
509	New Mexico Educational Retirement Board Santa Fe, New Mexico	$217M	-$1.68M	11	8.25%	Reduced
510	Oppenheimer Asset Management New York	$216M	-$11.8M	14	5.41%	Reduced
511	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$216M	+$15.4M	2	25.93%	Increased
512	HAM HHR Asset Management Berkeley Heights, New Jersey	$215M	-$25.5M	3	12.28%	Reduced
513	Gofen & Glossberg Chicago, Illinois	$214M	-$2.5M	7	8.02%	Reduced
514	MCM McKinley Capital Management Anchorage, Alaska	$214M	-$6.55M	7	12.5%	Reduced
515	Segall Bryant & Hamill Chicago, Illinois	$214M	-$18.2M	8	4.95%	Reduced
516	HAM Honeycomb Asset Management New York	$212M	-$36M	6	37.57%	Reduced
517	SH SeaTown Holdings Singapore	$212M	+$13.3M	4	20.12%	Increased
518	Meag Munich Ergo Munich, Germany	$212M	+$5.71M	10	8.65%	Increased
519	FTCM Fir Tree Capital Management New York	$209M	-$34.3M	2	8.64%	Reduced
520	Johnson Investment Counsel Cincinnati, Ohio	$208M	+$2.66M	9	5.33%	Increased
521	GVI Green Valley Investors Wilmington, Delaware	$208M	$0	1	9.92%	Maintained
522	Menora Mivtachim Holdings Ramat Gan, Israel	$208M	+$12.8M	6	6.59%	Increased
523	Welch & Forbes Boston, Massachusetts	$205M	-$1.2M	10	5.28%	Reduced
524	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$205M	-$3.98M	10	7.28%	Reduced
525	Country Trust Bank Bloomington, Illinois	$204M	-$29.5M	10	9.72%	Reduced