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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	ZWJ Investment Counsel Atlanta, Georgia	$84M	+$416K	5	9.55%	Increased
602	LMCG Investments Boston, Massachusetts	$83.8M	-$2.48M	7	1.8%	Reduced
603	Creative Planning Overland Park, Kansas	$83.7M	-$6.64M	13	0.74%	Reduced
604	Highbridge Capital Management New York	$83.2M	+$31.4M	5	1.28%	Increased
605	WesBanco Bank Wheeling, West Virginia	$83.2M	-$8.18M	5	5.04%	Reduced
606	Johnson Investment Counsel Cincinnati, Ohio	$83.1M	-$20.3M	5	3.05%	Reduced
607	Conning Inc Hartford, Connecticut	$83M	+$839K	7	3.65%	Increased
608	SAM Scopus Asset Management New York	$82.6M	-$25M	1	2.3%	Reduced
609	Summitry LLC Foster City, California	$82.3M	+$242K	3	9.53%	Increased
610	IronBridge Capital Management Oakbrook Terrace, Illinois	$81.9M	-$27.2M	4	3.2%	Reduced
611	Samlyn Capital New York	$81.6M	-$44.8M	1	1.49%	Reduced
612	Kentucky Retirement Systems Frankfort, Kentucky	$81.6M	+$1.66M	8	7.03%	Increased
613	DC Deere & Company Moline, Illinois	$81.4M	-$3.66M	8	5.11%	Reduced
614	CPIM Columbia Partners Investment Management Alexandria, Virginia	$80.9M	-$4.12M	7	5.65%	Reduced
615	Newbrook Capital Advisors New York	$80.9M	+$5.12M	1	10.82%	Increased
616	Magnetar Financial Evanston, Illinois	$80.5M	-$147M	4	1.08%	Reduced
617	HBK Investments Dallas, Texas	$79.9M	+$4.74M	6	0.8%	Increased
618	FTCM Fir Tree Capital Management New York	$79.8M	-$6.05K	2	1.34%	Reduced
619	Dorsal Capital Management Redwood City, California	$79.7M	-$2.25M	1	7.33%	Reduced
620	CC Colrain Capital Boston, Massachusetts	$79.6M	-$13.6M	4	8.31%	Reduced
621	AA Antipodean Advisors New York	$79.5M	+$73.5M	1	9.05%	Increased
622	Vaughan David Investments Peoria, Illinois	$78.9M	+$343K	3	4.99%	Increased
623	Crawford Investment Counsel Atlanta, Georgia	$78.8M	-$4.71M	4	3.43%	Reduced
624	Hikari Power Tokyo, Japan	$78.8M	-$8.58M	3	13.12%	Reduced
625	New Mountain Vantage Advisers New York	$78.1M	+$11.9M	1	3.04%	Increased