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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	UMB Bank Kansas City, Missouri	$90.7M	+$2.45M	7	3.34%	Increased
677	Hudson Bay Capital Management Stamford, Connecticut	$90.4M	+$47M	4	1.88%	Increased
678	HS Huntington Steele Oaks, Pennsylvania	$90M	+$1.04M	4	29.99%	Increased
679	Southpoint Capital Advisors New York	$90M	+$31.3M	1	4.15%	Increased
680	Stockbridge Partners Boston, Massachusetts	$89.9M	+$48.8M	1	4.37%	Increased
681	TAM Telemark Asset Management Boston, Massachusetts	$89M	+$21.6M	4	19.42%	Increased
682	Iconiq Capital San Francisco, California	$88.5M	-$13.8M	2	10.43%	Reduced
683	OI Oakbrook Investments Lisle, Illinois	$88M	-$12.8M	8	5.75%	Reduced
684	Alpha Wave Global New York	$87.9M	-$47.2M	2	9.3%	Reduced
685	AustralianSuper Melbourne, Australia	$87.9M	+$89.9M	2	14%	New
686	Intermede Investment Partners London, United Kingdom	$87.5M	-$10M	2	10.25%	Reduced
687	Martin Currie Edinburgh, United Kingdom	$87.5M	-$2.41M	4	8.19%	Reduced
688	Paloma Partners Greenwich, Connecticut	$87.3M	+$45.1M	13	0.86%	Increased
689	HCM Highline Capital Management New York	$86.7M	-$40.8M	1	2.48%	Reduced
690	Stack Financial Management Whitefish, Montana	$86.2M	-$795K	3	9.57%	Reduced
691	Personal Capital Advisors Redwood City, California	$86M	+$6.28M	6	2.56%	Increased
692	CCM Conatus Capital Management Greenwich, Connecticut	$86M	-$39.2M	1	6.31%	Reduced
693	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$85.8M	+$3.77M	7	0.97%	Increased
694	Picton Mahoney Asset Management Toronto, Ontario, Canada	$85M	-$24.6M	4	6.98%	Reduced
695	MI Markston International White Plains, New York	$84.7M	-$5.42M	7	8.03%	Reduced
696	BAM Barrett Asset Management New York	$84.7M	-$1.6M	7	7.01%	Reduced
697	Obermeyer Wealth Partners Aspen, Colorado	$84.5M	-$1.4M	5	8.08%	Reduced
698	Cambridge Investment Research Advisors Fairfield, Iowa	$84.2M	-$14.7M	11	1.58%	Reduced
699	VAM ValueInvest Asset Management Luxembourg	$83.4M	+$80.7M	1	5.01%	New
700	Osterweis Capital Management San Francisco, California	$83M	-$4.53M	2	5.98%	Reduced