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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	SC Stralem & Co New York	$100M	-$8.36M	3	8.34%	Reduced
552	Oppenheimer & Co New York	$100M	+$278K	9	3.04%	Increased
553	DVI Deccan Value Investors Greenwich, Connecticut	$100M	$0	1	14.93%	Maintained
554	TCM Tekne Capital Management New York	$100M	+$41.3M	3	25.49%	Increased
555	TCTC Holdings Dallas, Texas	$99.3M	+$3.46M	5	5.65%	Increased
556	OMERS Administration Corp Toronto, Ontario, Canada	$99.2M	-$65.9M	5	2.89%	Reduced
557	Avalon Investment & Advisory Houston, Texas	$98.7M	+$4.39M	3	4.36%	Increased
558	People's United Financial Bridgeport, Connecticut	$98.1M	-$1.22M	9	5.56%	Reduced
559	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$98.1M	+$19.4M	3	32.8%	Increased
560	TU TDAM USA Toronto, Ontario, Canada	$98M	-$18.5M	5	4.99%	Reduced
561	ZDA Zweig-DiMenna Associates New York	$97.6M	+$8.36M	3	4.22%	Increased
562	Hudson Bay Capital Management Stamford, Connecticut	$97.3M	+$42.1M	2	4.22%	Increased
563	TIP Torray Investment Partners Bethesda, Maryland	$97.1M	+$4.05M	3	7.13%	Increased
564	HCM Herndon Capital Management Atlanta, Georgia	$96.7M	-$63.7M	3	1.89%	Reduced
565	BAMCO Inc New York	$96.3M	-$3.89M	5	0.43%	Reduced
566	RG Renaissance Group Covington, Kentucky	$95.9M	+$766K	5	3.81%	Increased
567	Cannell & Spears New York	$95.3M	-$5.88M	4	10.89%	Reduced
568	Brighton Jones LLC Seattle, Washington	$94.2M	+$32.3M	4	20.11%	Increased
569	NG NatWest Group Edinburgh, Scotland, United Kingdom	$94.1M	-$2.51M	6	2.11%	Reduced
570	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$94M	+$36.1M	1	4.36%	Increased
571	ZAM Zenit Asset Management Stockholm, Sweden	$93.9M	-$116M	2	16.39%	Reduced
572	Whittier Trust South Pasadena, California	$93.4M	-$4.49M	11	4.54%	Reduced
573	SIM Sentry Investment Management Stevens Point, Wisconsin	$93M	-$1.82M	7	4.59%	Reduced
574	Cullen/Frost Bankers San Antonio, Texas	$93M	+$157K	7	3.69%	Increased
575	Profund Advisors Bethesda, Maryland	$92.9M	-$20.3M	8	5.29%	Reduced