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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	Colony Group Boston, Massachusetts	$415M	+$151M	12	6.2%	Increased
527	Chilton Investment Company Stamford, Connecticut	$415M	+$88.6M	4	9.98%	Increased
528	WCM Investment Management Laguna Beach, California	$415M	+$331M	4	1.16%	Increased
529	CA Capitolis Advisors New York	$414M	-$2.13B	5	20.83%	Reduced
530	Pacer Advisors Malvern, Pennsylvania	$414M	-$71.2M	13	3.39%	Reduced
531	Bridges Investment Management Omaha, Nebraska	$414M	+$414K	6	12.79%	Increased
532	Zevenbergen Capital Investments Edmonds, Washington	$412M	-$2.56M	7	11.09%	Reduced
533	Glenview Capital Management New York	$412M	+$141M	4	8.34%	Increased
534	Alyeska Investment Group Chicago, Illinois	$412M	+$51.7M	9	4.54%	Increased
535	R.M. Davis Inc Portland, Maine	$412M	+$744K	7	9.81%	Increased
536	Crestwood Advisors Group Boston, Massachusetts	$410M	-$1.33M	7	11.5%	Reduced
537	Abrams Capital Management Boston, Massachusetts	$407M	$0	1	9.51%	Maintained
538	TCM Tybourne Capital Management Hong Kong	$406M	-$262M	5	24.02%	Reduced
539	MVP Miller Value Partners Sarasota, Florida	$406M	+$510K	4	13.06%	Increased
540	Cetera Advisor Networks El Segundo, California	$405M	+$28.6M	23	4.91%	Increased
541	YC Yarbrough Capital Franklin, Tennessee	$404M	+$42.1M	6	22.99%	Increased
542	CAM ClariVest Asset Management San Diego, California	$402M	-$107M	13	15.84%	Reduced
543	FAM Foxhaven Asset Management Charlottesville, Virginia	$401M	-$156M	1	14.9%	Reduced
544	SIG Senator Investment Group New York	$401M	+$153M	2	12.42%	Increased
545	Fiduciary Management Inc Milwaukee, Wisconsin	$398M	+$89.4M	1	3.22%	Increased
546	Carson Wealth (CWM LLC) Omaha, Nebraska	$397M	+$22.8M	29	2.82%	Increased
547	RHBC R.H. Bluestein & Co Birmingham, Michigan	$395M	-$21.4M	6	16.56%	Reduced
548	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$394M	+$32.2M	13	15.09%	Increased
549	Shelton Capital Management Denver, Colorado	$393M	+$9.13M	8	14.53%	Increased
550	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$393M	+$70.2K	11	7.7%	Increased