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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	Braun Stacey Associates New York	$335M	-$16.9M	4	12.24%	Reduced
627	Great Lakes Advisors Chicago, Illinois	$330M	-$48.9M	8	5.02%	Reduced
628	JC Joho Capital New York	$330M	-$31.3M	4	45.61%	Reduced
629	Walleye Trading New York	$329M	+$116M	19	1.08%	Increased
630	Cetera Investment Advisers Schaumburg, Illinois	$329M	+$11.8M	22	4.71%	Increased
631	HMP HS Management Partners New York	$328M	-$23.6M	2	8.68%	Reduced
632	JCM JS Capital Management New York	$327M	-$24.7M	5	14.88%	Reduced
633	Ninety One North America New York	$326M	+$32.7M	5	11.41%	Increased
634	Cambridge Trust Cambridge, Massachusetts	$326M	+$22.5M	19	10.52%	Increased
635	OC Oakmont Corp Los Angeles, California	$325M	$0	4	25.74%	Maintained
636	People's United Financial Bridgeport, Connecticut	$323M	-$45.4M	12	7.75%	Reduced
637	Stonegate Investment Group Birmingham, Alabama	$323M	+$315M	7	13.55%	New
638	Coronation Fund Managers Cape Town, South Africa	$321M	+$25.9M	5	11.78%	Increased
639	Cannell & Spears New York	$320M	+$9.11M	9	21.62%	Increased
640	Fiduciary Management Inc Milwaukee, Wisconsin	$320M	-$25.1M	1	2.35%	Reduced
641	Salem Investment Counselors Winston Salem, North Carolina	$318M	-$2.62M	19	11.09%	Reduced
642	Bailard Foster City, California	$312M	-$2.1M	10	9.95%	Reduced
643	Northeast Investment Management Boston, Massachusetts	$312M	-$3.72M	7	15.2%	Reduced
644	Clifford Swan Investment Counsel Pasadena, California	$311M	+$557K	13	10.9%	Increased
645	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$308M	-$9.28M	6	14.71%	Reduced
646	RegentAtlantic Capital Morristown, New Jersey	$308M	+$2.87M	14	8.59%	Increased
647	Cubist Systematic Strategies Stamford, Connecticut	$308M	+$124M	28	2.93%	Increased
648	Crawford Investment Counsel Atlanta, Georgia	$307M	-$5.03M	6	5.83%	Reduced
649	Meyer Handelman Company Rye Brook, New York	$306M	-$2.87M	8	11.42%	Reduced
650	Atria Investments Charlotte, North Carolina	$305M	+$508K	10	5.44%	Increased