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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	Douglass Winthrop Advisors New York	$89.5M	+$9.09M	6	6.31%	Increased
652	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$89.4M	-$1.32M	11	1.05%	Reduced
653	ZWJ Investment Counsel Atlanta, Georgia	$89.2M	+$800K	6	8.93%	Increased
654	FTCM Fir Tree Capital Management New York	$88.9M	+$89.9M	2	3.64%	Increased
655	PineBridge Investments New York	$88.7M	+$676K	11	4.55%	Increased
656	Osterweis Capital Management San Francisco, California	$88.7M	-$11.4M	2	5.65%	Reduced
657	Heritage Investors Management Corp Bethesda, Maryland	$88M	-$41.8K	7	6.65%	Reduced
658	Corvex Management New York	$87.9M	-$173M	1	1.17%	Reduced
659	IronBridge Capital Management Oakbrook Terrace, Illinois	$87.9M	+$574K	4	3.85%	Increased
660	Parametric Risk Advisors Westport, Connecticut	$87.6M	+$1.08M	7	5.76%	Increased
661	Check Capital Management Costa Mesa, California	$87.2M	-$1.28M	3	7.11%	Reduced
662	TGCM Tukman Grossman Capital Management Larkspur, California	$87.1M	-$14.6M	1	5.15%	Reduced
663	Oak Ridge Investments Chicago, Illinois	$86.8M	-$3.5M	4	2.23%	Reduced
664	Intermede Investment Partners London, United Kingdom	$86.6M	+$1.76M	2	10.04%	Increased
665	Hardman Johnston Global Advisors Stamford, Connecticut	$86.5M	+$2.6M	5	4.4%	Increased
666	RP RBS Partners Bay Harbor Islands, Florida	$86.4M	-$10.6M	1	8.49%	Reduced
667	SCGE Management Menlo Park, California	$86.3M	+$10.1M	3	26.68%	Increased
668	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$86M	-$10M	5	2.38%	Reduced
669	Summitry LLC Foster City, California	$85.6M	+$1.74M	5	8.82%	Increased
670	Vaughan David Investments Peoria, Illinois	$85.4M	-$2.43M	4	4.71%	Reduced
671	WesBanco Bank Wheeling, West Virginia	$85.2M	-$2.27M	7	5.08%	Reduced
672	RCM Riverhead Capital Management Wilmington, Delaware	$85.1M	-$176M	10	2.74%	Reduced
673	MI Markston International White Plains, New York	$84.9M	-$415K	7	7.97%	Reduced
674	BBVA USA Bancshares Houston, Texas	$84.4M	+$2.57M	8	6.34%	Increased
675	Lakewood Capital Management New York	$84.4M	+$17.9M	1	4.08%	Increased