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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	Oak Ridge Investments Chicago, Illinois	$120M	-$5.09M	4	5.75%	Reduced
677	OI Oakbrook Investments Lisle, Illinois	$120M	-$879K	9	7.64%	Reduced
678	Parallax Volatility Advisers San Francisco, California	$120M	-$23.3M	19	0.16%	Reduced
679	BBVA USA Bancshares Houston, Texas	$119M	-$2.05M	8	7.58%	Reduced
680	Bridgeway Capital Management Houston, Texas	$119M	-$20.3M	8	1.28%	Reduced
681	BG Bollard Group Boston, Massachusetts	$118M	+$366K	9	5.69%	Increased
682	General American Investors New York	$118M	-$6.84M	5	11.48%	Reduced
683	Crawford Investment Counsel Atlanta, Georgia	$118M	-$4.38M	6	3.66%	Reduced
684	Nippon Life Global Investors Americas New York	$118M	-$6.85M	4	9.4%	Reduced
685	Inverness Counsel New York	$117M	+$11.7M	5	7.37%	Increased
686	USG2 Union Square GP 2008 New York	$117M	+$116M	1	100%	New
687	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$117M	-$2.95M	4	19.3%	Reduced
688	Ursa Fund Management Danville, California	$117M	-$55.4M	1	4.44%	Reduced
689	Ameritas Investment Partners Lincoln, Nebraska	$117M	-$6.39M	16	5.34%	Reduced
690	BAM Barrett Asset Management New York	$116M	-$2.36M	8	8.17%	Reduced
691	Cambiar Investors Denver, Colorado	$116M	-$5.95M	2	1.81%	Reduced
692	KCM Kingstown Capital Management New York	$116M	$0	2	13.58%	Maintained
693	Select Equity Group New York	$114M	+$30.7M	2	0.91%	Increased
694	ICP Indus Capital Partners New York	$114M	-$16.2M	1	11.15%	Reduced
695	TP Thunderbird Partners London, United Kingdom	$114M	-$58.8M	1	14.13%	Reduced
696	GLG LLC New York	$114M	+$3.58M	9	8.17%	Increased
697	Heritage Investors Management Corp Bethesda, Maryland	$114M	-$2.63M	8	6.87%	Reduced
698	Osterweis Capital Management San Francisco, California	$113M	+$25.3M	4	8.04%	Increased
699	ZWJ Investment Counsel Atlanta, Georgia	$113M	-$1.87M	7	8.95%	Reduced
700	Junto Capital Management New York	$113M	-$1.57M	2	8.65%	Reduced