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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	AG Aravt Global New York	$116M	$0	1	10.5%	Maintained
652	Conning Inc Hartford, Connecticut	$115M	+$2.89M	11	4.18%	Increased
653	Frontier Capital Management Boston, Massachusetts	$115M	+$105M	4	0.84%	Increased
654	CTC (Chicago Trading Company) Chicago, Illinois	$115M	+$59.2M	1	56.18%	Increased
655	Cannell & Spears New York	$114M	-$4.02M	5	14.13%	Reduced
656	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$114M	+$2.68M	11	5.58%	Increased
657	Samlyn Capital New York	$113M	+$12.3M	3	2.77%	Increased
658	Nippon Life Global Investors Americas New York	$113M	-$4.27M	5	9.74%	Reduced
659	Wedge Capital Management Charlotte, North Carolina	$113M	+$46.7M	5	1.09%	Increased
660	SCM Suffolk Capital Management New York	$112M	+$19.9M	7	14.82%	Increased
661	Stockbridge Partners Boston, Massachusetts	$112M	-$4.85M	1	5.11%	Reduced
662	Synovus Financial Columbus, Georgia	$112M	+$1.78M	9	2.24%	Increased
663	CPIM Columbia Partners Investment Management Alexandria, Virginia	$111M	-$10.8M	8	14.15%	Reduced
664	WestEnd Advisors Charlotte, North Carolina	$111M	-$10.2M	2	9.47%	Reduced
665	HS Huntington Steele Oaks, Pennsylvania	$111M	-$193K	3	33.19%	Reduced
666	Ascend Capital Orinda, California	$110M	+$14.2M	4	5.13%	Increased
667	Personal Capital Advisors Redwood City, California	$110M	+$7.56M	6	2.4%	Increased
668	Tremblant Capital Group West Palm Beach, Florida	$110M	-$8.15M	2	7.83%	Reduced
669	ZWJ Investment Counsel Atlanta, Georgia	$109M	-$1.04M	8	8.75%	Reduced
670	Sirios Capital Management Boston, Massachusetts	$109M	-$67.9M	2	5.43%	Reduced
671	Darrell & King Charlottesville, Virginia	$109M	-$3.19M	4	16.36%	Reduced
672	SCGE Management Menlo Park, California	$109M	+$1.39M	3	27.64%	Increased
673	HCM Highline Capital Management New York	$109M	+$549K	1	3.44%	Increased
674	Light Street Capital Management Palo Alto, California	$108M	-$10.7M	2	7.65%	Reduced
675	Twin Capital Management Mcmurray, Pennsylvania	$108M	+$8.44M	8	6.38%	Increased