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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	Saratoga Research & Investment Management Saratoga, California	$326M	-$16.6M	6	15.38%	Reduced
602	Capital Counsel New York	$325M	+$3.73M	5	16.35%	Increased
603	SC SRB Corp Boston, Massachusetts	$325M	+$2.14M	3	21.1%	Increased
604	Birch Hill Investment Advisors Boston, Massachusetts	$325M	-$4.21M	6	17.44%	Reduced
605	Carson Wealth (CWM LLC) Omaha, Nebraska	$325M	$0	25	2.59%	Maintained
606	Alleghany Corporation New York	$323M	$0	3	9.62%	Maintained
607	Associated Banc-Corp Green Bay, Wisconsin	$320M	-$7.21M	6	12.67%	Reduced
608	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$320M	-$68.6M	2	2.28%	Reduced
609	WhitTier Trust Company Reno, Nevada	$320M	-$4.16M	14	13.29%	Reduced
610	MP MFN Partners Boston, Massachusetts	$319M	+$220M	2	17.15%	Increased
611	Moore Capital Management New York	$319M	-$58.7M	6	4.53%	Reduced
612	Atreides Management Boston, Massachusetts	$317M	+$213M	4	5.66%	Increased
613	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$317M	-$3.82M	9	7.59%	Reduced
614	QS Investors New York	$316M	-$13.7M	12	3.73%	Reduced
615	KG Funds Management New York	$315M	+$10.4M	4	31.86%	Increased
616	Braun Stacey Associates New York	$315M	+$638K	5	12.27%	Increased
617	Confluence Investment Management St. Louis, Missouri	$315M	-$1.35M	7	4.18%	Reduced
618	CIP Champlain Investment Partners Burlington, Vermont	$315M	+$27.4M	1	1.5%	Increased
619	Lakewood Capital Management New York	$313M	+$33M	3	12.93%	Increased
620	Quadrature Capital London, United Kingdom	$313M	+$65.9M	9	11.92%	Increased
621	Davidson Kempner Capital Management New York	$312M	+$1.87M	6	2.43%	Increased
622	SH SeaTown Holdings Singapore	$312M	-$150M	3	15.09%	Reduced
623	TT International Asset Management London, United Kingdom	$310M	+$25M	5	14.22%	Increased
624	Meiji Yasuda Asset Management Tokyo, Japan	$310M	+$134M	11	14.7%	Increased
625	Kentucky Retirement Systems Frankfort, Kentucky	$309M	-$15.8M	10	14.6%	Reduced