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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	Dana Investment Advisors Waukesha, Wisconsin	$182M	-$4.76M	7	9.84%	Reduced
677	Wedge Capital Management Charlotte, North Carolina	$182M	+$44M	7	2.5%	Increased
678	BTP Bloom Tree Partners New York	$182M	+$36.6M	3	21.86%	Increased
679	Bowen Hanes & Co Ponte Vedra Beach, Florida	$182M	-$6.34M	7	7.33%	Reduced
680	CK Cohen Klingenstein New York	$181M	-$658K	8	11.1%	Reduced
681	GPCM Greenbrier Partners Capital Management Dallas, Texas	$181M	$0	4	24.87%	Maintained
682	Carillon Tower Advisers St. Petersburg, Florida	$181M	-$11.4M	6	1.39%	Reduced
683	Banque Cantonale Vaudoise Lausanne, Switzerland	$181M	-$10.4M	18	13.15%	Reduced
684	Daiwa Securities Group Tokyo, Japan	$180M	$0	14	3.78%	Maintained
685	Peregrine Capital Management Minneapolis, Minnesota	$180M	+$733K	4	5.11%	Increased
686	Tiedemann Advisors New York	$179M	-$1.22M	6	9.54%	Reduced
687	Mogy Joel R Investment Counsel Beverly Hills, California	$179M	-$3.01M	7	21.44%	Reduced
688	KAS Kemnay Advisory Services New York	$179M	+$210K	7	26.5%	Increased
689	CRCM Cat Rock Capital Management Greenwich, Connecticut	$178M	-$2.17M	2	18.79%	Reduced
690	HAM Honeycomb Asset Management New York	$178M	+$92.4M	4	21.05%	Increased
691	HAM HHR Asset Management Berkeley Heights, New Jersey	$176M	-$7.58M	4	17.25%	Reduced
692	Segantii Capital Management Hong Kong	$176M	+$170M	2	12.4%	New
693	J.L. Bainbridge & Co Sarasota, Florida	$175M	-$4.16M	5	31.87%	Reduced
694	Trinity Street Asset Management London, United Kingdom	$175M	-$5.66M	4	25.92%	Reduced
695	Perpetual Ltd Sydney, New South Wales, Australia	$175M	+$49M	7	16.36%	Increased
696	TCTC Holdings Dallas, Texas	$174M	-$4.56M	9	10.31%	Reduced
697	ING Group Amsterdam, Netherlands	$174M	-$461M	7	7.48%	Reduced
698	Heritage Investors Management Corp Bethesda, Maryland	$173M	-$1.63M	8	10.06%	Reduced
699	Covington Capital Management Los Angeles, California	$173M	-$4.21M	11	9.62%	Reduced
700	Stratos Wealth Partners Beachwood, Ohio	$173M	+$14.3M	12	6.16%	Increased