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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
526	Spot Trading Chicago, Illinois	$100M	+$11.2M	10	0.5%	Increased
527	Andra AP-fonden Goteborg, Sweden	$100M	-$11.4M	9	2.33%	Reduced
528	Sterling Capital Management Charlotte, North Carolina	$99.5M	-$96.6M	7	1.21%	Reduced
529	WesBanco Bank Wheeling, West Virginia	$99.4M	-$3.25M	5	5.58%	Reduced
530	DFO Duquesne Family Office New York	$99M	-$128M	2	12.15%	Reduced
531	CPIM Columbia Partners Investment Management Alexandria, Virginia	$98.9M	+$5.88M	8	5.04%	Increased
532	Miller Howard Investments Kingston, New York	$98.9M	+$1.23M	2	1.53%	Increased
533	VIM Veritas Investment Management London, United Kingdom	$98.7M	-$844K	4	32.19%	Reduced
534	Evercore Wealth Management New York	$98.7M	+$2.63M	7	4.94%	Increased
535	O'Shaughnessy Asset Management Stamford, Connecticut	$98.6M	+$37.1M	5	1.81%	Increased
536	MWR McAdams Wright Ragen Seattle, Washington	$98.5M	-$307K	7	5.51%	Reduced
537	WestEnd Advisors Charlotte, North Carolina	$98M	+$3.63M	1	4.95%	Increased
538	FTCM Fir Tree Capital Management New York	$97.9M	+$99M	1	1.1%	New
539	ALA Atherton Lane Advisers Menlo Park, California	$97.7M	+$15M	8	5.57%	Increased
540	Becker Capital Management Portland, Oregon	$97.7M	-$18.2M	5	4.01%	Reduced
541	Walleye Trading New York	$96.9M	+$45.4M	7	1.14%	Increased
542	QS Batterymarch Financial Management New York	$96.6M	-$1.78M	6	2.55%	Reduced
543	Birch Hill Investment Advisors Boston, Massachusetts	$96.6M	-$3.09M	5	10.08%	Reduced
544	Capital Fund Management (CFM) Paris, France	$96.6M	-$28.6M	6	1.08%	Reduced
545	Williams Jones & Associates New York	$96.4M	-$1.81M	6	4.4%	Reduced
546	Natixis Paris, France	$96.3M	-$485M	5	1.48%	Reduced
547	AGA Altrinsic Global Advisors Stamford, Connecticut	$95.9M	-$15M	3	1.81%	Reduced
548	Check Capital Management Costa Mesa, California	$95.6M	+$3.93M	4	8.94%	Increased
549	Whittier Trust South Pasadena, California	$94.4M	+$1.09M	10	4.6%	Increased
550	ZWJ Investment Counsel Atlanta, Georgia	$94.3M	+$2.35M	6	10.15%	Increased