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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	Samlyn Capital New York	$92.5M	+$36.9M	3	2.15%	Increased
702	IHL Investment House LLC Redondo Beach, California	$92.3M	+$2.75M	7	12.97%	Increased
703	Dana Investment Advisors Waukesha, Wisconsin	$92.1M	+$4.88M	7	4.29%	Increased
704	GQG Partners Ft. Lauderdale, Florida	$91.7M	+$51.4M	6	20.63%	Increased
705	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$91.6M	+$245K	7	13.12%	Increased
706	BAM Barrett Asset Management New York	$91.5M	+$259K	7	7.25%	Increased
707	Cortland Associates St Louis, Missouri	$91.3M	-$149K	5	18.48%	Reduced
708	MUFG Securities EMEA London, United Kingdom	$90.8M	+$87.4M	2	4.57%	Increased
709	Pinnacle Associates New York	$90.4M	+$5.41M	10	1.73%	Increased
710	DAC Dividend Assets Capital Ridgeland, South Carolina	$90M	+$2.7M	5	3.28%	Increased
711	MI Markston International White Plains, New York	$89.2M	-$2.13M	6	8.75%	Reduced
712	Avenir Corporation Alexandria, Virginia	$89.2M	+$2.12M	2	7.83%	Increased
713	Chesley Taft & Associates Chicago, Illinois	$89.2M	-$490K	6	8.4%	Reduced
714	Ascend Capital Orinda, California	$88.7M	-$59.3M	3	4.01%	Reduced
715	Formuepleje A/S Aarhus C, Denmark	$87.9M	+$342K	4	10.51%	Increased
716	GCM Glynn Capital Management Menlo Park, California	$86.7M	+$1.82M	4	26.24%	Increased
717	Ingalls & Snyder LLC New York	$86.4M	-$2.21M	8	4.61%	Reduced
718	Hikari Power Tokyo, Japan	$86.4M	$0	2	12.29%	Maintained
719	Avity Investment Management Greenwich, Connecticut	$85.3M	+$1.48M	6	11.96%	Increased
720	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$85.2M	-$10.4M	4	0.87%	Reduced
721	Park National Corp Newark, Ohio	$84.5M	-$1.33M	7	5.08%	Reduced
722	TT International London, United Kingdom	$84.5M	-$1.25M	3	23.56%	Reduced
723	SCM Suffolk Capital Management New York	$84.4M	-$6.2M	5	11.28%	Reduced
724	LPL Financial San Diego, California	$83M	+$2.52M	13	0.57%	Increased
725	Caledonia Investments plc (UK) London England, United Kingdom	$82.8M	$0	2	23.31%	Maintained