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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	D.A. Davidson & Co Great Falls, Montana	$235M	+$5.72M	15	4.05%	Increased
502	BTP Bloom Tree Partners New York	$234M	-$14M	5	25.5%	Reduced
503	Moore Capital Management New York	$234M	+$50.2M	6	7.22%	Increased
504	RHBC R.H. Bluestein & Co Birmingham, Michigan	$233M	+$6.66M	6	12.73%	Increased
505	WorldQuant Millennium Advisors New York	$233M	+$32.8M	8	5.52%	Increased
506	Cincinnati Insurance Fairfield, Ohio	$233M	$0	2	6.52%	Maintained
507	RIM Redpoint Investment Management Sydney, NSW, Australia	$232M	+$8.94M	12	11.65%	Increased
508	Ferguson Wellman Capital Management Portland, Oregon	$229M	+$2.43M	8	7.8%	Increased
509	WIM Weitz Investment Management Omaha, Nebraska	$229M	-$23.3M	5	9.49%	Reduced
510	Zacks Investment Management Chicago, Illinois	$229M	-$72.1K	8	4.91%	Reduced
511	GH GAM Holding Zurich, Switzerland	$229M	-$1.66M	13	9.6%	Reduced
512	Stockbridge Partners Boston, Massachusetts	$228M	+$5.27M	1	8.4%	Increased
513	BAPIM British Airways Pensions Investment Management London, United Kingdom	$227M	+$3.87M	6	8.56%	Increased
514	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$227M	-$4.45M	7	10.63%	Reduced
515	New Mexico Educational Retirement Board Santa Fe, New Mexico	$226M	-$4.78M	11	9.71%	Reduced
516	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$224M	-$45.7M	1	7.66%	Reduced
517	Castleark Management Chicago, Illinois	$222M	+$11.7M	7	8.36%	Increased
518	WMC Westwood Management Corporation Chicago, Illinois	$222M	-$1.29M	5	30.05%	Reduced
519	Crossmark Global Holdings Houston, Texas	$221M	-$3.31M	14	6.28%	Reduced
520	Adams Diversified Equity Fund Baltimore, Maryland	$220M	-$16.3M	5	12.08%	Reduced
521	TAM Telemark Asset Management Boston, Massachusetts	$219M	+$6.04M	4	27.66%	Increased
522	Mariner Overland Park, Kansas	$219M	+$71.4M	14	3.12%	Increased
523	BG Bollard Group Boston, Massachusetts	$219M	+$9.17M	11	8.26%	Increased
524	MC Martin Currie Edinburgh, United Kingdom	$216M	+$6.08M	4	15.16%	Increased
525	Douglass Winthrop Advisors New York	$214M	+$7.12M	7	9.32%	Increased