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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
626	Summitry LLC Foster City, California	$101M	+$647K	4	10.7%	Increased
627	AA Antipodean Advisors New York	$101M	+$16.2M	2	14.75%	Increased
628	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$101M	-$1.91M	10	5.12%	Reduced
629	Thompson Siegel & Walmsley Richmond, Virginia	$100M	+$27.1M	10	1.81%	Increased
630	PC PM Capital Sydney, Australia	$100M	-$3.09M	2	16.02%	Reduced
631	JC Joho Capital New York	$100M	+$58.9K	4	27.93%	Increased
632	Weitz Investment Management Omaha, Nebraska	$99M	-$87.8M	5	3.37%	Reduced
633	Barings Charlotte, North Carolina	$97.9M	+$7.28M	8	2.45%	Increased
634	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$97.7M	+$30.4M	1	4.4%	Increased
635	Douglass Winthrop Advisors New York	$97.5M	-$6.64M	7	7.23%	Reduced
636	SC SRB Corp Boston, Massachusetts	$97.3M	-$12.6M	1	15.8%	Reduced
637	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$97M	+$8.07M	8	6.23%	Increased
638	Gabelli Funds Rye, New York	$97M	-$54.6M	5	0.59%	Reduced
639	Capital Growth Management Boston, Massachusetts	$96.9M	+$69.4M	1	3.25%	Increased
640	Zacks Investment Management Chicago, Illinois	$96.8M	+$21.1M	6	3.17%	Increased
641	Becker Capital Management Portland, Oregon	$96.5M	+$15.6M	6	4.24%	Increased
642	MI Markston International White Plains, New York	$94.5M	-$4.04M	8	8.08%	Reduced
643	ZWJ Investment Counsel Atlanta, Georgia	$94.3M	-$1.81M	6	10.29%	Reduced
644	Confluence Investment Management St. Louis, Missouri	$94.1M	-$2.84M	3	3.08%	Reduced
645	Rathbones Group Liverpool, United Kingdom	$94M	+$4.87M	7	5.97%	Increased
646	DC Deere & Company Moline, Illinois	$93.9M	-$2.4M	8	5.48%	Reduced
647	Conning Inc Hartford, Connecticut	$93.8M	+$12.6K	8	4.01%	Increased
648	WesBanco Bank Wheeling, West Virginia	$93.6M	-$366K	7	5.54%	Reduced
649	Think Investments San Francisco, California	$92.8M	+$37M	2	26.28%	Increased
650	IronBridge Capital Management Oakbrook Terrace, Illinois	$92.7M	-$8.55M	4	3.66%	Reduced