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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
551	CAM Contour Asset Management New York	$87.8M	-$47.6M	2	4.38%	Reduced
552	TI Turner Investments Berwyn, Pennsylvania	$87.7M	-$7.22M	5	2.33%	Reduced
553	D.A. Davidson & Co Great Falls, Montana	$87.5M	+$4.02M	13	3.13%	Increased
554	Veritas Investment Management London, United Kingdom	$87.4M	+$24.3M	4	33.98%	Increased
555	CCM Conatus Capital Management Greenwich, Connecticut	$86.6M	-$43.7M	1	3.83%	Reduced
556	Nan Shan Life Insurance Taipei City, Taiwan	$86M	+$48.1M	3	14.28%	Increased
557	ALA Atherton Lane Advisers Menlo Park, California	$85.9M	-$588K	7	5.32%	Reduced
558	Evercore Wealth Management New York	$85.8M	-$4.69M	6	4.81%	Reduced
559	Miller Howard Investments Kingston, New York	$85.3M	+$75M	2	1.56%	Increased
560	SCM Stevens Capital Management Radnor, Pennsylvania	$83.1M	+$56.8M	5	2.25%	Increased
561	TIAA CREF Trust St Louis, Missouri	$83.1M	-$3.6M	4	1.31%	Reduced
562	Smith Group Asset Management Dallas, Texas	$83.1M	-$26.1M	8	3.17%	Reduced
563	BAM Barrett Asset Management New York	$82.8M	-$8.16M	5	7.18%	Reduced
564	LMCG Investments Boston, Massachusetts	$82.7M	-$41K	6	1.83%	Reduced
565	JHL Capital Group Chicago, Illinois	$81.7M	+$13M	1	5.77%	Increased
566	Stack Financial Management Whitefish, Montana	$81.7M	-$1.33M	3	10.47%	Reduced
567	R.H. Bluestein & Co Birmingham, Michigan	$81M	-$25.7M	4	5.35%	Reduced
568	Hikari Tsushin Inc Tokyo, Japan	$80.3M	$0	3	13.48%	Maintained
569	Parametric Risk Advisors Westport, Connecticut	$79M	-$5.91M	6	5.46%	Reduced
570	Broad Run Investment Management Arlington, Virginia	$78.4M	+$330K	2	5.95%	Increased
571	Klingenstein Fields & Co New York	$78.2M	-$24.8M	5	3.51%	Reduced
572	Barings Charlotte, North Carolina	$78.2M	+$8.9M	9	2.45%	Increased
573	TGI Tradewinds Global Investors Los Angeles, California	$77.4M	-$10.6M	2	1.94%	Reduced
574	SC SRB Corp Boston, Massachusetts	$77.2M	$0	1	12.65%	Maintained
575	CCM Cadence Capital Management Boston, Massachusetts	$76.2M	-$27.1M	6	3.21%	Reduced