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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	ANI American National Insurance Galveston, Texas	$92.9M	+$6.75M	8	5.92%	Increased
577	Alyeska Investment Group Chicago, Illinois	$92M	+$87.7M	1	1.08%	Increased
578	Banque Pictet & Cie Geneva 73, Switzerland	$91.3M	+$94.5M	5	2.72%	New
579	EARNEST Partners Atlanta, Georgia	$90.3M	-$4.48M	2	0.89%	Reduced
580	MVP Miller Value Partners Sarasota, Florida	$90.3M	+$11M	2	2.59%	Increased
581	PC PM Capital Sydney, Australia	$89.3M	+$2.17M	2	16.63%	Increased
582	Check Capital Management Costa Mesa, California	$89.3M	+$1.94M	4	8.72%	Increased
583	Jericho Capital Asset Management New York	$89.2M	-$6.55M	2	5.55%	Reduced
584	Clifford Swan Investment Counsel Pasadena, California	$89.1M	+$535K	7	6.37%	Increased
585	TIAA CREF Trust St Louis, Missouri	$89M	+$4.37M	4	0.99%	Increased
586	Myriad Asset Management North Point, Hong Kong	$89M	+$74M	2	11.34%	Increased
587	Boston Advisors Boston, Massachusetts	$88.4M	+$9.9M	7	3.31%	Increased
588	Picton Mahoney Asset Management Toronto, Ontario, Canada	$88.2M	+$38.9M	2	5.13%	Increased
589	SC SRB Corp Boston, Massachusetts	$88.1M	-$419K	1	12.1%	Reduced
590	Ladenburg Thalmann Financial Services Miami, Florida	$87.2M	+$631K	14	1.8%	Increased
591	R.H. Bluestein & Co Birmingham, Michigan	$87.2M	-$26.7M	7	6.2%	Reduced
592	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$86.8M	+$425K	8	4.49%	Increased
593	Coronation Asset Management Cape Town, South Africa	$86.1M	-$42.4M	4	4.62%	Reduced
594	Sirios Capital Management Boston, Massachusetts	$85.9M	+$5.01M	1	2.82%	Increased
595	Select Equity Group New York	$85.8M	+$7.4M	3	0.82%	Increased
596	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$85.8M	-$56.4M	10	2.04%	Reduced
597	Douglass Winthrop Advisors New York	$85.6M	+$23.3M	7	6.74%	Increased
598	MI Markston International White Plains, New York	$84.5M	-$1.79M	8	7.41%	Reduced
599	Ferguson Wellman Capital Management Portland, Oregon	$84.4M	+$21M	5	3.75%	Increased
600	Castleark Management Chicago, Illinois	$84.4M	-$10.6M	3	2.71%	Reduced