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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	Logan Capital Management Newtown Square, Pennsylvania	$91.8M	+$13.5M	8	7.39%	Increased
652	TCM Tekne Capital Management New York	$91.2M	-$23M	2	28.38%	Reduced
653	Disciplined Growth Investors Minneapolis, Minnesota	$91.2M	-$2.18M	1	2.32%	Reduced
654	Oak Ridge Investments Chicago, Illinois	$91M	+$16.6M	4	2.3%	Increased
655	Washington Trust Westerly, Rhode Island	$90.8M	+$3.81M	8	6.06%	Increased
656	Philadelphia Trust Company Philadelphia, Pennsylvania	$90.8M	+$4.03M	5	7.78%	Increased
657	PineBridge Investments New York	$90.8M	-$18.9M	10	4.66%	Reduced
658	Vaughan David Investments Peoria, Illinois	$90.7M	+$631K	4	5.17%	Increased
659	Summitry LLC Foster City, California	$90.6M	-$9.07M	4	9.69%	Reduced
660	Think Investments San Francisco, California	$90.6M	+$6.26M	2	36.52%	Increased
661	IC Immersion Capital London, United Kingdom	$90.4M	-$47.7M	1	50.71%	Reduced
662	BAM Barrett Asset Management New York	$90.1M	+$1.01M	7	7.74%	Increased
663	MI Markston International White Plains, New York	$90M	-$5.76M	7	8.52%	Reduced
664	R.H. Bluestein & Co Birmingham, Michigan	$89.9M	-$35M	5	6.49%	Reduced
665	E. Ohman J:or Asset Management Stockholm, Sweden	$89.8M	-$1.06M	12	16.26%	Reduced
666	WesBanco Bank Wheeling, West Virginia	$89.5M	-$5.44M	7	5.32%	Reduced
667	Cullen Capital Management New York	$89.2M	-$17.2M	3	3.16%	Reduced
668	KCM Kingstown Capital Management New York	$88.6M	+$10.8M	1	9.57%	Increased
669	Check Capital Management Costa Mesa, California	$88.6M	-$2.97M	3	7.56%	Reduced
670	SA Smithwood Advisers Los Angeles, California	$88.4M	$0	1	28.65%	Maintained
671	Parametric Risk Advisors Westport, Connecticut	$88.3M	+$7.99M	7	6%	Increased
672	Intermede Investment Partners London, United Kingdom	$88.2M	+$30.8M	2	10.63%	Increased
673	Hardman Johnston Global Advisors Stamford, Connecticut	$87.8M	+$5.48M	5	5.16%	Increased
674	Cambridge Trust Cambridge, Massachusetts	$87.7M	+$638K	7	7.2%	Increased
675	Dana Investment Advisors Waukesha, Wisconsin	$86.9M	+$56.3M	6	3.92%	Increased