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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	KCM Kingdon Capital Management New York	$80.4M	+$12.6M	1	3.91%	Increased
702	Columbus Hill Capital Management Short Hills, New Jersey	$80.2M	+$22.9M	2	20.02%	Increased
703	Meag Munich Ergo Munich, Germany	$79.9M	-$5.61M	7	4%	Reduced
704	Chubb Corp Warren, New Jersey	$79.5M	-$9.8M	3	6.4%	Reduced
705	UMB Bank Kansas City, Missouri	$79.2M	-$710K	7	3.45%	Reduced
706	Logan Capital Management Newtown Square, Pennsylvania	$79M	-$1.64M	8	6.28%	Reduced
707	Ingalls & Snyder LLC New York	$77.8M	+$3.79M	8	4.97%	Increased
708	Dana Investment Advisors Waukesha, Wisconsin	$77.7M	-$53.5M	5	3.77%	Reduced
709	Oak Ridge Investments Chicago, Illinois	$77.5M	+$252K	4	1.86%	Increased
710	ICP Indus Capital Partners New York	$77.3M	-$19.9M	1	10.82%	Reduced
711	Twin Capital Management Mcmurray, Pennsylvania	$77M	+$8.72M	7	6.32%	Increased
712	Northeast Investment Management Boston, Massachusetts	$75.8M	+$3.18M	7	7.87%	Increased
713	HP Holowesko Partners Nassau, Bahamas	$75M	-$2.8M	2	4.89%	Reduced
714	PIMC Praesidium Investment Management Company New York	$74.9M	+$3.23M	1	6.89%	Increased
715	GCM Glynn Capital Management Menlo Park, California	$74.6M	+$33M	4	23.35%	Increased
716	BBVA USA Bancshares Houston, Texas	$74.3M	+$3.54M	8	5.52%	Increased
717	Glade Brook Capital Partners Greenwich, Connecticut	$74.1M	+$33.3M	2	25.64%	Increased
718	Horan Capital Management Hunt Valley, Maryland	$74M	-$2.94M	6	20.52%	Reduced
719	Chesley Taft & Associates Chicago, Illinois	$74M	-$6.9M	6	7.77%	Reduced
720	IHL Investment House LLC Redondo Beach, California	$73.7M	+$1.89M	7	12.01%	Increased
721	Parametric Risk Advisors Westport, Connecticut	$73.5M	-$4.92M	4	5.1%	Reduced
722	Highland Capital Management (Tennessee) Memphis, Tennessee	$73.4M	+$592K	6	5.92%	Increased
723	Perpetual Ltd Sydney, New South Wales, Australia	$73.4M	-$4.34M	4	8.2%	Reduced
724	Första AP-fonden Stockholm, Sweden	$73.2M	+$113M	2	2.34%	New
725	Old National Bancorp Evansville, Indiana	$73.1M	-$150K	9	4.33%	Reduced