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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
601	LMCG Investments Boston, Massachusetts	$79.4M	+$1.12M	6	1.73%	Increased
602	Cannell & Co New York	$78.9M	-$6.79M	7	2.35%	Reduced
603	Capital Fund Management (CFM) Paris, France	$78.6M	-$24.4M	8	0.93%	Reduced
604	SCM Steadfast Capital Management New York	$78.4M	-$49.3M	1	1.22%	Reduced
605	Boston Advisors Boston, Massachusetts	$78.2M	+$8.98M	5	3.3%	Increased
606	Bridgewater Associates Westport, Connecticut	$78.2M	+$25.9M	7	0.62%	Increased
607	ALA Atherton Lane Advisers Menlo Park, California	$78M	-$18.5M	8	4.27%	Reduced
608	Stack Financial Management Whitefish, Montana	$77.3M	+$69.5K	3	8.93%	Increased
609	Select Equity Group New York	$77.2M	+$26.9M	3	0.72%	Increased
610	Cullen/Frost Bankers San Antonio, Texas	$76.9M	+$4.53M	7	2.96%	Increased
611	SIM Sentry Investment Management Stevens Point, Wisconsin	$76.6M	+$4.62M	8	3.71%	Increased
612	Summitry LLC Foster City, California	$76M	+$13.3M	3	8.4%	Increased
613	BAMCO Inc New York	$75.7M	+$10.5M	5	0.3%	Increased
614	Cincinnati Financial Corp Fairfield, Ohio	$75.3M	+$5.24M	2	4.59%	Increased
615	Amica Mutual Insurance Providence, Rhode Island	$75.1M	+$1.92M	7	5.85%	Increased
616	Stonehage Fleming Financial Services St. Helier, Jersey	$74.8M	+$76.3M	8	8.91%	New
617	UBS O'Connor Chicago, Illinois	$74.7M	-$87.3M	6	1.3%	Reduced
618	Broad Run Investment Management Arlington, Virginia	$74.6M	+$60.3K	1	5.21%	Increased
619	Associated Banc-Corp Green Bay, Wisconsin	$74.6M	+$3.5M	5	4.71%	Increased
620	PIMC Praesidium Investment Management Company New York	$74.4M	+$7.25M	1	6.96%	Increased
621	Zacks Investment Management Chicago, Illinois	$73.8M	+$1.82M	6	2.39%	Increased
622	Hardman Johnston Global Advisors Stamford, Connecticut	$73.6M	-$3.34M	3	3.98%	Reduced
623	Conning Inc Hartford, Connecticut	$73.5M	+$2.62M	7	3.59%	Increased
624	Voloridge Investment Management Jupiter, Florida	$73M	+$61.6M	6	4.29%	Increased
625	Ally Financial Detroit, Michigan	$72.8M	+$11.6M	7	8.03%	Increased