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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	SCGE Management Menlo Park, California	$63.1M	-$21M	2	10.21%	Reduced
702	PFU Parus Finance (UK) London, United Kingdom	$62.9M	+$6.67M	1	17.18%	Increased
703	Chilton Capital Management Houston, Texas	$62.8M	+$5.32M	3	6.48%	Increased
704	Avity Investment Management Greenwich, Connecticut	$62.3M	+$2.89M	6	10.08%	Increased
705	Inverness Counsel New York	$62.2M	-$10M	4	5.26%	Reduced
706	Park National Corp Newark, Ohio	$62M	+$1.07M	4	4.45%	Increased
707	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$61.5M	-$713K	11	1.47%	Reduced
708	Oak Ridge Investments Chicago, Illinois	$61.3M	+$8.53M	4	1.46%	Increased
709	Nippon Life Global Investors Americas New York	$61M	-$11.1M	3	6.12%	Reduced
710	Caledonia Investments plc (UK) London England, United Kingdom	$60.9M	$0	2	21.93%	Maintained
711	Highland Capital Management (Tennessee) Memphis, Tennessee	$60.9M	+$2.59M	7	5.12%	Increased
712	Zacks Investment Management Chicago, Illinois	$60.2M	-$6.66M	5	2.1%	Reduced
713	BBVA USA Bancshares Houston, Texas	$60.1M	-$127K	8	4.7%	Reduced
714	Global Endowment Management Charlotte, North Carolina	$59.8M	-$526K	3	8.88%	Reduced
715	BTG Pactual Global Asset Management Hamilton, Bermuda	$59.4M	-$3.94M	3	4.61%	Reduced
716	RIM Rainier Investment Management Seattle, Washington	$59.3M	+$10M	3	2.18%	Increased
717	R.M. Davis Inc Portland, Maine	$59.2M	-$1.48M	6	3.16%	Reduced
718	Pinnacle Associates New York	$59.1M	-$283K	10	1.31%	Reduced
719	Analytic Investors Los Angeles, California	$59.1M	-$53.7M	3	0.79%	Reduced
720	Elliott Management New York	$59.1M	+$62.4M	1	1.13%	New
721	First Long Island Investors Jericho, New York	$59M	-$600K	4	12.2%	Reduced
722	Farr Miller & Washington Washington, District of Columbia	$58.9M	+$296K	6	7.55%	Increased
723	IHL Investment House LLC Redondo Beach, California	$58.9M	+$678K	6	10.25%	Increased
724	Mid Continent Capital Chicago, Illinois	$58.9M	-$1.44M	5	3.82%	Reduced
725	CPM Crescent Park Management East Palo Alto, California	$58.7M	+$4.73M	2	13.03%	Increased