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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	TP Thunderbird Partners London, United Kingdom	$142M	+$501K	1	14.22%	Increased
677	SCM Silvant Capital Management Atlanta, Georgia	$141M	-$9.6M	7	17.35%	Reduced
678	Valiant Capital Management San Francisco, California	$141M	-$19M	2	12.44%	Reduced
679	Trilogy Global Advisors Winter Park, Florida	$141M	-$25.8M	1	15.66%	Reduced
680	NS Partners London, United Kingdom	$140M	+$19.3M	6	13.42%	Increased
681	Salem Investment Counselors Winston Salem, North Carolina	$140M	-$195M	10	14.26%	Reduced
682	Badgley, Phelps & Bell Seattle, Washington	$139M	-$1.96M	9	8.5%	Reduced
683	FCI Financial Counselors Inc Overland Park, Kansas	$139M	-$628K	10	6.07%	Reduced
684	Oslo Pensjonsforsikring Oslo,	$138M	$0	4	29.04%	Maintained
685	Braun Stacey Associates New York	$138M	+$5.97M	7	8.84%	Increased
686	Ascend Capital Orinda, California	$138M	+$8.43M	6	6.92%	Increased
687	Ameritas Investment Partners Lincoln, Nebraska	$137M	-$2.27M	13	6.33%	Reduced
688	WCM Investment Management Laguna Beach, California	$137M	+$6.74M	3	1.23%	Increased
689	Logan Capital Management Newtown Square, Pennsylvania	$137M	-$1.8M	6	8.97%	Reduced
690	HLC Hunt Lane Capital New York	$137M	+$12.3M	2	16.11%	Increased
691	AA Ancient Art Austin, Texas	$137M	-$41.9M	1	27.07%	Reduced
692	Bridgeway Capital Management Houston, Texas	$136M	-$12.3M	9	1.33%	Reduced
693	Construction & Building Unions Superannuation Fund Melbourne, Australia	$135M	-$11M	3	16.24%	Reduced
694	Chartwell Investment Partners Berywn, Pennsylvania	$135M	+$2.89M	10	3.96%	Increased
695	OI Oakbrook Investments Lisle, Illinois	$134M	-$14.5M	9	7.46%	Reduced
696	Bridges Investment Management Omaha, Nebraska	$134M	+$13.7M	7	6.64%	Increased
697	Oak Ridge Investments Chicago, Illinois	$134M	-$7.19M	4	7.4%	Reduced
698	ARK Investment Management St. Petersburg, Florida	$133M	-$50M	5	4.03%	Reduced
699	JC Joho Capital New York	$133M	-$14.7M	1	32.17%	Reduced
700	GPCM Greenbrier Partners Capital Management Dallas, Texas	$132M	$0	3	22.22%	Maintained