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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	Vaughan David Investments Peoria, Illinois	$99.1M	+$558K	4	5.13%	Increased
677	Ameritas Investment Partners Lincoln, Nebraska	$99M	-$3.67M	14	4.9%	Reduced
678	BBVA USA Bancshares Houston, Texas	$98.9M	-$2.34M	8	6.63%	Reduced
679	HCM Highline Capital Management New York	$98.8M	+$5.58M	1	2.85%	Increased
680	Crawford Investment Counsel Atlanta, Georgia	$98M	-$1.88M	6	3.47%	Reduced
681	Disciplined Growth Investors Minneapolis, Minnesota	$97.8M	-$1.29M	1	2.18%	Reduced
682	Close Asset Management London, United Kingdom	$97.5M	+$26.7M	8	10.28%	Increased
683	LGT Capital Partners Pfaeffikon, Switzerland	$97.4M	+$37.2M	4	11.09%	Increased
684	Northeast Investment Management Boston, Massachusetts	$96.8M	-$3.03M	7	9.08%	Reduced
685	UMB Bank Kansas City, Missouri	$96.7M	-$1.67M	7	3.38%	Reduced
686	Columbus Hill Capital Management Short Hills, New Jersey	$95.9M	+$94.4M	3	4.79%	New
687	Picton Mahoney Asset Management Toronto, Ontario, Canada	$95.8M	+$1.91M	4	6.42%	Increased
688	Simplex Trading Chicago, Illinois	$95M	+$8.55M	12	4.11%	Increased
689	KCM Kingstown Capital Management New York	$94.8M	-$11.6M	1	9.84%	Reduced
690	Twin Capital Management Mcmurray, Pennsylvania	$94.5M	-$9.17M	7	5.85%	Reduced
691	Stack Financial Management Whitefish, Montana	$94.2M	-$614K	3	9.97%	Reduced
692	Logan Capital Management Newtown Square, Pennsylvania	$94.1M	-$13.3M	6	7.25%	Reduced
693	Personal Capital Advisors Redwood City, California	$94M	-$651K	6	2.37%	Reduced
694	Klingenstein Fields & Co New York	$94M	+$20M	6	3.82%	Increased
695	Assenagon Asset Management Senningerberg, Luxembourg	$94M	-$93.6M	5	2.01%	Reduced
696	OI Oakbrook Investments Lisle, Illinois	$93.8M	-$1.7M	9	6.12%	Reduced
697	BTP Bloom Tree Partners New York	$93.8M	-$6.06M	2	9.11%	Reduced
698	HT HAP Trading New York	$93M	+$37.2M	8	5.75%	Increased
699	Obermeyer Wealth Partners Aspen, Colorado	$92.9M	+$8.64M	5	8.55%	Increased
700	Graticule Asia Macro Advisors New York	$92.6M	+$36.3M	4	5.39%	Increased