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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	South Texas Money Management San Antonio, Texas	$149M	-$17.3M	9	6.28%	Reduced
652	Coldstream Capital Management Bellevue, Washington	$148M	+$5.98M	7	12.46%	Increased
653	Alphinity Investment Management Sydney, Australia	$147M	+$20.2M	3	17%	Increased
654	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$147M	-$987K	8	6.32%	Reduced
655	Locust Wood Capital Advisers New York	$147M	-$21.6M	4	12.36%	Reduced
656	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$146M	-$72.1M	11	7.2%	Reduced
657	PointState Capital New York	$146M	-$271M	5	4.2%	Reduced
658	Renaissance Group Covington, Kentucky	$146M	+$20.4M	7	6.17%	Increased
659	J.L. Bainbridge & Co Sarasota, Florida	$145M	-$1.45M	6	21.75%	Reduced
660	Första AP-fonden Stockholm, Sweden	$145M	+$3.86M	3	6.06%	Increased
661	Stephens Inc Little Rock, Arkansas	$145M	+$320K	14	3.19%	Increased
662	Salem Investment Counselors Winston Salem, North Carolina	$145M	+$2.84M	14	13.32%	Increased
663	Kentucky Retirement Systems Frankfort, Kentucky	$145M	+$12.4M	10	11.48%	Increased
664	Voleon Capital Management Berkeley, California	$144M	-$135M	5	11.1%	Reduced
665	Munro Partners Melbourne, Australia	$144M	-$37.1M	4	23.78%	Reduced
666	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$144M	-$4.17M	5	10.8%	Reduced
667	Clark Capital Management Group Philadelphia, Pennsylvania	$144M	-$24.3M	7	3.26%	Reduced
668	Private Advisor Group Morristown, New Jersey	$143M	-$23.4M	10	2.23%	Reduced
669	Avity Investment Management Greenwich, Connecticut	$143M	+$2.57M	7	17.26%	Increased
670	Chesley Taft & Associates Chicago, Illinois	$143M	-$2.84M	6	11.06%	Reduced
671	Carillon Tower Advisers St. Petersburg, Florida	$142M	-$22.2M	4	0.99%	Reduced
672	SI SQN Investors Menlo Park, California	$142M	+$72M	2	14.89%	Increased
673	AI ArchPoint Investors Coral Gables, Florida	$141M	-$35.6M	5	47.58%	Reduced
674	Valiant Capital Management San Francisco, California	$140M	$0	2	7.63%	Maintained
675	WI Wafra Inc New York	$140M	-$4.43M	5	4.62%	Reduced