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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	Advisor Group Phoenix, Arizona	$203M	-$468K	23	2.79%	Reduced
527	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$203M	-$12.4M	7	10.09%	Reduced
528	MIS Morningstar Investment Services Chicago, Illinois	$202M	+$17.4M	5	3.93%	Increased
529	Altimeter Capital Management Boston, Massachusetts	$202M	+$15.8M	7	10%	Increased
530	Varma Mutual Pension Insurance Co Helsinki, Finland	$201M	+$51.4M	4	3.03%	Increased
531	Mizuho Securities USA New York	$200M	+$192M	4	12.49%	Increased
532	Cincinnati Insurance Fairfield, Ohio	$200M	+$1.33M	2	6.03%	Increased
533	Whittier Trust South Pasadena, California	$200M	+$2.36M	15	6.71%	Increased
534	CI Global Investments Oakland, California	$199M	-$325M	3	3.43%	Reduced
535	NA Newport Asia San Francisco, California	$199M	-$4.8M	1	30.8%	Reduced
536	NIMC NWQ Investment Management Company Los Angeles, California	$199M	-$2.43M	3	3.21%	Reduced
537	Great Lakes Advisors Chicago, Illinois	$197M	-$42.4M	9	4.7%	Reduced
538	RA Rovida Advisors Fort Lauderdale, Florida	$197M	+$29.6M	2	18.46%	Increased
539	Walleye Trading New York	$196M	+$78.5M	16	1.13%	Increased
540	WMC Westwood Management Corporation Chicago, Illinois	$196M	-$424K	5	28.1%	Reduced
541	DF Dent & Co Baltimore, Maryland	$194M	+$10.5M	5	4.5%	Increased
542	QS Investors New York	$194M	+$3.93M	15	1.99%	Increased
543	Frontier Capital Management Boston, Massachusetts	$194M	+$8.74M	4	1.41%	Increased
544	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$193M	+$31.2M	4	3.16%	Increased
545	Cornerstone Investment Partners Atlanta, Georgia	$193M	-$42M	5	8.43%	Reduced
546	TIAA FSB Jacksonville, Florida	$192M	-$8.01M	8	1.1%	Reduced
547	Castleark Management Chicago, Illinois	$191M	-$22.5M	9	6.06%	Reduced
548	Confluence Investment Management St. Louis, Missouri	$191M	+$28.6M	4	3.53%	Increased
549	TGA Trilogy Global Advisors Winter Park, Florida	$191M	-$86.9M	1	17.6%	Reduced
550	D.A. Davidson & Co Great Falls, Montana	$190M	+$2.28M	13	3.93%	Increased