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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	BBVA USA Bancshares Houston, Texas	$59.1M	+$6.45M	8	3.29%	Increased
702	Ferguson Wellman Capital Management Portland, Oregon	$59M	+$5.72M	5	2.44%	Increased
703	NC Nevsky Capital London, United Kingdom	$58.2M	+$33.1M	2	6.29%	Increased
704	Highbridge Capital Management New York	$58M	-$21.4M	6	0.73%	Reduced
705	AIM Allen Investment Management New York	$58M	+$12.2M	3	5.51%	Increased
706	WMS Partners Towson, Maryland	$57.9M	+$9.7M	7	6.74%	Increased
707	Advisors Asset Management Monument, Colorado	$57.9M	+$3.62M	10	0.79%	Increased
708	Formuepleje A/S Aarhus C, Denmark	$57.8M	-$3.41M	3	6.81%	Reduced
709	ACM Andor Capital Management Rye Brook, New York	$57.6M	+$60.2M	1	5.34%	New
710	Jupiter Investment Management London, United Kingdom	$57.5M	+$32.4M	5	1.67%	Increased
711	UMB Bank Kansas City, Missouri	$57.5M	+$383K	5	2.63%	Increased
712	Tremblant Capital Group West Palm Beach, Florida	$57.5M	-$28.9M	2	3.21%	Reduced
713	BTG Pactual Global Asset Management Hamilton, Bermuda	$57.2M	+$45.3M	4	3.77%	Increased
714	National Penn Investors Trust Wyomissing, Pennsylvania	$57.2M	-$12.5M	4	6.14%	Reduced
715	Vision Capital Management Portland, Oregon	$56.9M	-$15.6M	3	10.6%	Reduced
716	Highland Capital Management (Tennessee) Memphis, Tennessee	$56.7M	+$26.1M	8	4.35%	Increased
717	PineBridge Investments New York	$56.6M	-$14.1M	7	2.24%	Reduced
718	R.M. Davis Inc Portland, Maine	$56.1M	-$2.67M	5	2.9%	Reduced
719	AL Airain Ltd St. Peter Port, Guernsey	$56M	-$6.98M	9	3.14%	Reduced
720	Veritable Wilmington, Delaware	$55.9M	-$19.7M	9	1.52%	Reduced
721	Tokio Marine Asset Management Tokyo, Japan	$55.9M	-$6.99M	9	5.49%	Reduced
722	Jupiter Asset Management London, United Kingdom	$55.9M	+$1.07M	3	1.96%	Increased
723	IHL Investment House LLC Redondo Beach, California	$55.7M	+$5.39M	6	8.96%	Increased
724	New Mountain Vantage Advisers New York	$55.6M	-$151K	1	2.28%	Reduced
725	MIS Morningstar Investment Services Chicago, Illinois	$55.2M	+$5.26M	5	2.35%	Increased