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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
576	SIM Sentry Investment Management Stevens Point, Wisconsin	$89.6M	+$5.98M	8	4.21%	Increased
577	Broad Run Investment Management Arlington, Virginia	$89.3M	+$14.6M	1	5.32%	Increased
578	Parallax Volatility Advisers San Francisco, California	$88.8M	-$154M	11	0.19%	Reduced
579	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$88.7M	+$21M	7	0.81%	Increased
580	SC SRB Corp Boston, Massachusetts	$88.4M	+$4.95M	3	11.72%	Increased
581	SA Smithwood Advisers Los Angeles, California	$88.3M	$0	1	12.61%	Maintained
582	Hikari Power Tokyo, Japan	$88.1M	+$3.11M	3	13.13%	Increased
583	Rathbones Group Liverpool, United Kingdom	$88M	-$84K	6	5.72%	Reduced
584	Valiant Capital Management San Francisco, California	$87.6M	-$134M	1	8.19%	Reduced
585	Melvin Capital Management New York	$86.8M	+$41.8M	1	4.69%	Increased
586	CC Colrain Capital Boston, Massachusetts	$86.7M	-$8.54M	4	7.64%	Reduced
587	Ladenburg Thalmann Financial Services Miami, Florida	$86.3M	-$189K	15	1.59%	Reduced
588	KP Kiltearn Partners Edinburgh, United Kingdom	$86.2M	+$5.82M	1	4%	Increased
589	CAM Contour Asset Management New York	$85.5M	+$5.63M	1	4.19%	Increased
590	Hudson Bay Capital Management Stamford, Connecticut	$85.4M	-$43.7M	1	2.55%	Reduced
591	ANI American National Insurance Galveston, Texas	$85.3M	-$302K	6	5.06%	Reduced
592	Cullen/Frost Bankers San Antonio, Texas	$85.1M	+$6.55M	7	3.17%	Increased
593	MI Markston International White Plains, New York	$84.8M	-$5.75M	6	6.25%	Reduced
594	Braun Stacey Associates New York	$84.8M	+$34.9M	6	3.61%	Increased
595	Dragoneer Investment Group San Francisco, California	$84.3M	-$6.45M	1	28.73%	Reduced
596	PIMC Praesidium Investment Management Company New York	$84.3M	-$5.77M	1	7.11%	Reduced
597	PDT Partners New York	$84M	+$25.4M	8	2.2%	Increased
598	Vaughan David Investments Peoria, Illinois	$83.8M	+$524K	3	4.96%	Increased
599	ZWJ Investment Counsel Atlanta, Georgia	$83.6M	-$7.7M	5	8.72%	Reduced
600	Crawford Investment Counsel Atlanta, Georgia	$83.6M	-$5.28M	4	3.17%	Reduced