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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	Braun Stacey Associates New York	$137M	+$4.6M	6	8.79%	Increased
677	CF Cypress Funds Los Angeles, California	$136M	+$9.32M	3	21.47%	Increased
678	SCCM Schafer Cullen Capital Management New York	$136M	-$30.3M	2	1.6%	Reduced
679	Badgley, Phelps & Bell Seattle, Washington	$136M	-$496K	7	7.93%	Reduced
680	Southpoint Capital Advisors New York	$135M	+$37.9M	1	5.11%	Increased
681	Abrams Capital Management Boston, Massachusetts	$134M	$0	1	3.65%	Maintained
682	AKO Capital London, United Kingdom	$134M	+$1.84M	1	3.41%	Increased
683	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$133M	+$135M	1	41.31%	Increased
684	GPCM Greenbrier Partners Capital Management Dallas, Texas	$133M	+$317K	4	22.32%	Increased
685	Mogy Joel R Investment Counsel Beverly Hills, California	$133M	-$263K	7	17.35%	Reduced
686	Ameritas Investment Partners Lincoln, Nebraska	$133M	-$296K	14	6.06%	Reduced
687	Vaughan David Investments Peoria, Illinois	$132M	-$1.27M	6	5.26%	Reduced
688	Twin Capital Management Mcmurray, Pennsylvania	$132M	-$74.5M	7	9.19%	Reduced
689	CK Cohen Klingenstein New York	$132M	+$4.69M	8	9.39%	Increased
690	RWC Asset Management London, United Kingdom	$132M	-$24M	3	5.77%	Reduced
691	Seizert Capital Partners Birmingham, Michigan	$132M	-$6.86M	5	6.47%	Reduced
692	Columbus Hill Capital Management Short Hills, New Jersey	$131M	+$3.37M	2	12.08%	Increased
693	Trillium Asset Management Boston, Massachusetts	$131M	-$1.26M	6	6.33%	Reduced
694	Atom Investors Austin, Texas	$131M	+$36.5M	9	8.53%	Increased
695	RG Riverstone Group Richmond, Virginia	$130M	+$105M	1	52.14%	Increased
696	Kentucky Retirement Systems Frankfort, Kentucky	$130M	+$7.52M	10	11.45%	Increased
697	OI Oakbrook Investments Lisle, Illinois	$129M	+$3.22M	9	7.76%	Increased
698	WhitTier Trust Company Reno, Nevada	$129M	-$491K	14	9.19%	Reduced
699	AIM AIA Investment Management Singapore	$129M	+$8.65M	1	39.79%	Increased
700	KAS Kemnay Advisory Services New York	$129M	-$1.83M	6	31.48%	Reduced