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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	RA RiverPark Advisors New York	$112M	+$96M	3	7.39%	Increased
627	CPIM Columbia Partners Investment Management Alexandria, Virginia	$111M	-$4.12M	8	14.21%	Reduced
628	Conning Inc Hartford, Connecticut	$111M	-$1.34M	10	4.11%	Reduced
629	CG Cutler Group San Francisco, California	$111M	-$3.15M	21	4.62%	Reduced
630	TAM Tiverton Asset Management Wilimington, Delaware	$111M	-$11.9M	4	5.67%	Reduced
631	FCM Flinton Capital Management Philadelphia, Pennsylvania	$110M	-$3.03M	4	4.24%	Reduced
632	Maj Invest Holding A/S Copenhagen K, Denmark	$110M	+$6.63M	4	7.89%	Increased
633	Trinity Street Asset Management London, United Kingdom	$109M	-$5.34M	2	18.05%	Reduced
634	Kentucky Retirement Systems Frankfort, Kentucky	$109M	-$14.2M	10	8.42%	Reduced
635	Nippon Life Global Investors Americas New York	$109M	+$287K	5	9.73%	Increased
636	3CP 3G Capital Partners New York	$109M	+$3.16M	1	8.49%	Increased
637	MVP Miller Value Partners Sarasota, Florida	$109M	+$11.2M	1	4.8%	Increased
638	PFM Health Sciences San Francisco, California	$109M	+$62.8M	2	2.73%	Increased
639	Cannell & Spears New York	$108M	-$61K	5	13.71%	Reduced
640	BOK Financial Tulsa, Oklahoma	$108M	+$1.88M	10	3.38%	Increased
641	Braun Stacey Associates New York	$108M	-$4.85M	6	6.87%	Reduced
642	UIA UG Investment Advisers Taipei, Taiwan	$108M	-$3.8M	1	77.99%	Reduced
643	Intermede Investment Partners London, United Kingdom	$108M	+$7.25M	2	11.27%	Increased
644	SD Sumway Development Shanghai, China	$107M	$0	2	47.4%	Maintained
645	Washington Trust Westerly, Rhode Island	$107M	-$1.01M	8	6.8%	Reduced
646	Iconiq Capital San Francisco, California	$107M	-$1.39M	2	11.93%	Reduced
647	Stockbridge Partners Boston, Massachusetts	$107M	+$362K	1	5.03%	Increased
648	Myriad Asset Management North Point, Hong Kong	$107M	+$19.7M	2	7.9%	Increased
649	Seizert Capital Partners Birmingham, Michigan	$106M	-$36.9M	6	3.76%	Reduced
650	AG Aravt Global New York	$106M	$0	1	7.72%	Maintained