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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
676	Hardman Johnston Global Advisors Stamford, Connecticut	$65.9M	-$4.58M	3	3.95%	Reduced
677	Newbrook Capital Advisors New York	$65.7M	+$31M	2	8.11%	Increased
678	Ameritas Investment Partners Lincoln, Nebraska	$65.3M	-$731K	7	4.29%	Reduced
679	AC Amici Capital New York	$65.3M	+$2.01M	3	2.38%	Increased
680	Capital International Sarl Los Angeles, California	$65.3M	+$4.07M	7	4.83%	Increased
681	ALA Atherton Lane Advisers Menlo Park, California	$64.7M	-$648K	6	3.58%	Reduced
682	Caledonia Investments plc (UK) London England, United Kingdom	$64.5M	+$10.8M	2	20.84%	Increased
683	Park National Corp Newark, Ohio	$64.3M	-$394K	4	4.4%	Reduced
684	Avity Investment Management Greenwich, Connecticut	$64M	-$937K	4	10.07%	Reduced
685	Zacks Investment Management Chicago, Illinois	$63.4M	-$4.09M	3	2.01%	Reduced
686	CIBC World Market Toronto, Ontario, Canada	$63.2M	+$4.22M	7	0.27%	Increased
687	CAM Centre Asset Management New York	$62.8M	-$5.09M	4	9.89%	Reduced
688	Douglass Winthrop Advisors New York	$62.7M	-$87K	5	4.87%	Reduced
689	Pinnacle Associates New York	$61.6M	+$416K	9	1.14%	Increased
690	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$61.6M	-$3.43M	1	0.9%	Reduced
691	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$61.3M	+$2.97M	10	1.59%	Increased
692	Northeast Investment Management Boston, Massachusetts	$60.4M	-$2.9M	6	6.1%	Reduced
693	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$60.1M	+$14.8M	1	2.68%	Increased
694	JC Joho Capital New York	$60.1M	-$21M	3	14%	Reduced
695	Shelton Capital Management Denver, Colorado	$60M	+$2.34M	7	6.21%	Increased
696	AA Ancient Art Austin, Texas	$60M	+$61.8M	1	13.64%	New
697	JHL Capital Group Chicago, Illinois	$60M	+$2.15M	1	4.48%	Increased
698	Trillium Asset Management Boston, Massachusetts	$59.8M	-$681K	5	3.83%	Reduced
699	TH Timber Hill Greenwich, Connecticut	$59.6M	+$37.4M	10	0.27%	Increased
700	IQ EQ Fund Management Dublin 2, Ireland	$59.2M	-$1.54M	4	8.53%	Reduced