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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	TFP Triple Frond Partners San Francisco, California	$212M	+$79.6M	2	18%	Increased
652	Avantax Advisory Services Dallas, Texas	$212M	+$128M	15	3.4%	Increased
653	Peregrine Capital Management Minneapolis, Minnesota	$212M	+$8.37M	5	5.61%	Increased
654	AAM AMI Asset Management Los Angeles, California	$211M	-$13.4M	3	10.73%	Reduced
655	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$211M	$0	11	2.89%	Maintained
656	CC Capital Counsel New York	$211M	+$2.81M	6	14.24%	Increased
657	Crawford Investment Counsel Atlanta, Georgia	$211M	-$8.21M	6	5.74%	Reduced
658	BPB Badgley, Phelps & Bell Seattle, Washington	$210M	-$56.1K	7	10.34%	Reduced
659	PEAK6 Investments Chicago, Illinois	$210M	+$96.8M	18	0.52%	Increased
660	PWP Private Wealth Partners Mill Valley, California	$210M	+$1.84M	7	24.52%	Increased
661	Wolverine Trading Chicago, Illinois	$209M	+$2.49M	23	0.51%	Increased
662	ACM Alta Capital Management Salt Lake City, Utah	$209M	-$3.58M	6	6.65%	Reduced
663	VCM Valiant Capital Management San Francisco, California	$208M	+$16.7M	3	10.84%	Increased
664	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$208M	+$32.6M	12	9.58%	Increased
665	Meyer Handelman Company Rye Brook, New York	$207M	-$3.87M	7	10.55%	Reduced
666	Disciplined Growth Investors Minneapolis, Minnesota	$207M	+$20.3M	2	4.85%	Increased
667	WesBanco Bank Wheeling, West Virginia	$207M	-$4.63M	10	9.57%	Reduced
668	AAM Ardevora Asset Management London, United Kingdom	$206M	-$59.4M	4	3.78%	Reduced
669	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$206M	+$4.47M	1	7.82%	Increased
670	Colony Group Boston, Massachusetts	$205M	-$1.22M	9	5.33%	Reduced
671	WhitTier Trust Company Reno, Nevada	$204M	+$606K	14	11.76%	Increased
672	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$204M	+$3.06M	7	7.4%	Increased
673	TSAM Trinity Street Asset Management London, United Kingdom	$204M	+$2.68M	4	24.77%	Increased
674	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$203M	+$3.64M	20	13.05%	Increased
675	CTA Chesley Taft & Associates Chicago, Illinois	$203M	-$8.33M	6	14.43%	Reduced