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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
701	PCM Palestra Capital Management New York	$55.8M	+$14.9M	1	4.87%	Increased
702	Douglass Winthrop Advisors New York	$55.6M	-$15.1M	5	4.96%	Reduced
703	TGI Tradewinds Global Investors Los Angeles, California	$55.6M	+$4.99M	1	2.26%	Increased
704	EC Everest Capital Miami, Florida	$55.6M	-$4.23M	1	8.56%	Reduced
705	Avenir Corporation Alexandria, Virginia	$55.1M	-$592K	1	4.17%	Reduced
706	Hikari Tsushin Inc Tokyo, Japan	$55.1M	-$259K	3	10.16%	Reduced
707	Farr Miller & Washington Washington, District of Columbia	$54.9M	+$2.06M	4	6.39%	Increased
708	Davidson Kempner Capital Management New York	$54.8M	-$3.85M	1	1.02%	Reduced
709	JCM Jag Capital Management St Louis, Missouri	$54.6M	-$5.15M	6	10.02%	Reduced
710	Clal Insurance Tel-Aviv, Israel	$54.5M	+$55.5M	1	1.3%	New
711	CAM Contour Asset Management New York	$54.4M	+$7.36M	2	3.14%	Increased
712	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$54M	+$8.82M	10	1.67%	Increased
713	New Mountain Vantage Advisers New York	$54M	+$6.46M	1	2.34%	Increased
714	Mogy Joel R Investment Counsel Beverly Hills, California	$53.9M	-$297K	5	10.21%	Reduced
715	Braun Stacey Associates New York	$53.6M	-$3.4M	3	3.26%	Reduced
716	Nippon Life Insurance Tokyo, Japan	$53.5M	-$1.99M	7	1.31%	Reduced
717	Estabrook Capital Management New York	$53.4M	-$2.41M	5	5.88%	Reduced
718	Osborne Partners Capital Management San Francisco, California	$53.2M	+$40.2K	5	6.44%	Increased
719	Shelton Capital Management Denver, Colorado	$53.2M	+$10.5M	8	6.2%	Increased
720	Ferguson Wellman Capital Management Portland, Oregon	$53.1M	-$3.55M	5	2.14%	Reduced
721	Jane Street New York	$53M	+$11.8M	9	0.4%	Increased
722	Glenview Trust Louisville, Kentucky	$52.6M	+$53.9M	5	5.61%	New
723	Palladium Partners Norfolk, Virginia	$52.5M	-$9.6M	4	4.55%	Reduced
724	Ascend Capital Orinda, California	$52.1M	-$60.7M	1	2%	Reduced
725	Salem Investment Counselors Winston Salem, North Carolina	$52M	+$856K	6	6.19%	Increased