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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	JFB Holdings Corp Atlanta, Georgia	$93.8M	-$2.6M	1	2.92%	Reduced
627	Voloridge Investment Management Jupiter, Florida	$93.7M	-$162M	3	2.68%	Reduced
628	JC Joho Capital New York	$93.2M	-$16.5M	2	25.37%	Reduced
629	Disciplined Growth Investors Minneapolis, Minnesota	$93.1M	+$1.24M	1	2.34%	Increased
630	Southpoint Capital Advisors New York	$93M	+$54.1M	1	4.97%	Increased
631	Washington Trust Westerly, Rhode Island	$92.3M	-$1.19M	8	6.24%	Reduced
632	Weitz Investment Management Omaha, Nebraska	$92.3M	+$2.57M	4	3.4%	Increased
633	GLG LLC New York	$92.3M	-$12M	8	6.94%	Reduced
634	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$92M	-$2.12M	10	4.84%	Reduced
635	Shelton Capital Management Denver, Colorado	$91.9M	+$10M	9	8.1%	Increased
636	Kayne Anderson Rudnick Investment Management Los Angeles, California	$91.9M	+$16.1M	6	1.39%	Increased
637	Barings Charlotte, North Carolina	$91.9M	-$11.7M	10	2.37%	Reduced
638	Conning Inc Hartford, Connecticut	$91.4M	-$3.84M	8	3.78%	Reduced
639	KCM Kingstown Capital Management New York	$91.4M	$0	1	10.36%	Maintained
640	CPIM Columbia Partners Investment Management Alexandria, Virginia	$91.3M	-$13.5M	8	6.78%	Reduced
641	PC PM Capital Sydney, Australia	$91M	-$2.08M	2	15.25%	Reduced
642	Cambridge Trust Cambridge, Massachusetts	$90.9M	+$4.56M	6	6.96%	Increased
643	TCM Tekne Capital Management New York	$90.8M	+$6.33M	3	24.58%	Increased
644	R.H. Bluestein & Co Birmingham, Michigan	$90.8M	-$2.28M	5	6.95%	Reduced
645	Synovus Financial Columbus, Georgia	$90.3M	+$6.11M	10	2.08%	Increased
646	WestEnd Advisors Charlotte, North Carolina	$90.3M	-$3.49M	1	4.79%	Reduced
647	SC SRB Corp Boston, Massachusetts	$89.9M	+$6.25K	2	13.77%	Increased
648	Logan Capital Management Newtown Square, Pennsylvania	$89.8M	-$4.93M	6	7.58%	Reduced
649	Zweig-DiMenna Associates New York	$89.7M	-$7.83M	3	9.16%	Reduced
650	Castleark Management Chicago, Illinois	$89.5M	-$24.9M	5	2.86%	Reduced