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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	BAM Barrett Asset Management New York	$84.1M	+$455K	5	6.85%	Increased
552	PC Passport Capital San Francisco, California	$83.9M	-$26.3M	1	1.42%	Reduced
553	R.H. Bluestein & Co Birmingham, Michigan	$83.4M	+$2.38M	5	4.96%	Increased
554	Clifford Swan Investment Counsel Pasadena, California	$83.2M	-$3.42M	5	5.61%	Reduced
555	JHL Capital Group Chicago, Illinois	$82.9M	+$16.8M	1	4%	Increased
556	Broad Run Investment Management Arlington, Virginia	$81.7M	+$28.9K	1	5.87%	Increased
557	ALA Atherton Lane Advisers Menlo Park, California	$81.7M	-$3.76M	7	4.54%	Reduced
558	BloombergSen Toronto, Ontario, Canada	$81.7M	-$643K	1	6.73%	Reduced
559	Valiant Capital Management San Francisco, California	$80.9M	-$26.7M	1	7.29%	Reduced
560	Truist Financial Charlotte, North Carolina	$80.6M	-$13.1M	8	2.42%	Reduced
561	EC Eminence Capital New York	$80.6M	+$9.19M	1	1.33%	Increased
562	Virtu KCG Holdings New York	$80.5M	-$69.3M	9	1.25%	Reduced
563	Parametric Risk Advisors Westport, Connecticut	$79.4M	+$1.5M	6	5.21%	Increased
564	SC SRB Corp Boston, Massachusetts	$78.6M	$0	1	12.54%	Maintained
565	Capital International Los Angeles, California	$78.1M	-$35M	5	4.83%	Reduced
566	MVP Miller Value Partners Sarasota, Florida	$77.6M	+$4.45M	3	2.98%	Increased
567	Klingenstein Fields & Co New York	$77.4M	-$278K	5	3.29%	Reduced
568	LMCG Investments Boston, Massachusetts	$77.2M	-$5.94M	6	1.67%	Reduced
569	Clough Capital Partners Boston, Massachusetts	$75.6M	+$19.6M	2	2.38%	Increased
570	CAM Centre Asset Management New York	$75M	-$15.8M	6	11.29%	Reduced
571	EverPoint Asset Management Stamford, Connecticut	$74.7M	+$70.9M	2	1.54%	New
572	Nippon Life Global Investors Americas New York	$74.7M	-$474K	5	7.02%	Reduced
573	Barings Charlotte, North Carolina	$74.5M	-$3.21M	10	2.23%	Reduced
574	Markel Group Glen Allen, Virginia	$74.5M	+$233K	3	2.12%	Increased
575	Hardman Johnston Global Advisors Stamford, Connecticut	$74.4M	-$20.2M	3	3.97%	Reduced