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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
651	Thompson Siegel & Walmsley Richmond, Virginia	$58.6M	+$1.16M	6	1.14%	Increased
652	PIMC Praesidium Investment Management Company New York	$58.3M	+$1.79M	1	5.24%	Increased
653	Liberty Mutual Group Asset Management Boston, Massachusetts	$58.2M	+$1.42M	8	1.83%	Increased
654	JCM Jag Capital Management St Louis, Missouri	$57.7M	+$3.7M	6	11.24%	Increased
655	GLG Partners London, United Kingdom	$57.2M	-$45M	3	1.36%	Reduced
656	NM Nokota Management New York	$57M	+$26.4M	2	2.02%	Increased
657	Avity Investment Management Greenwich, Connecticut	$56.9M	+$10.9M	4	9.75%	Increased
658	Quest Investment Management Lake Oswego, Oregon	$56.8M	-$2.72M	5	5.59%	Reduced
659	Confluence Investment Management St. Louis, Missouri	$56.7M	-$370K	2	2.59%	Reduced
660	WMS Partners Towson, Maryland	$56.3M	+$84.7K	6	8.68%	Increased
661	St. James Investment Company Southlake, Texas	$56.3M	-$3.65M	1	6.3%	Reduced
662	Estabrook Capital Management New York	$56.1M	-$5.61M	5	5.76%	Reduced
663	JMH J.M. Hartwell New York	$56M	-$6.75M	3	11.3%	Reduced
664	SWITC Stewart West Indies Trading Company Boulder, Colorado	$56M	$0	2	5.78%	Maintained
665	Howland Capital Management Boston, Massachusetts	$55.6M	+$11.6M	5	5.68%	Increased
666	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$55.5M	+$30.1M	2	1.63%	Increased
667	Foundry Partners Minneapolis, Minnesota	$55.3M	+$740K	4	5.13%	Increased
668	Alta Capital Management Salt Lake City, Utah	$54.9M	+$2.23M	3	5.06%	Increased
669	Loews Corp New York	$54.8M	-$96.3K	3	0.32%	Reduced
670	Mogy Joel R Investment Counsel Beverly Hills, California	$54.8M	-$119K	5	10.98%	Reduced
671	Bank of Nova Scotia Toronto, Ontario, Canada	$54.7M	-$37.6M	5	0.22%	Reduced
672	Munder Capital Management Birmingham, Michigan	$54.7M	-$13.4M	5	0.39%	Reduced
673	Churchill Management Los Angeles, California	$54.5M	-$11.2M	2	2.46%	Reduced
674	Point72 Asset Management Stamford, Connecticut	$54.5M	+$50.8M	3	0.35%	New
675	Nippon Life Insurance Tokyo, Japan	$54.4M	-$1.4M	6	1.41%	Reduced