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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	MAI Marble Arch Investments New York	$100M	+$100M	1	7.05%	New
702	Stack Financial Management Whitefish, Montana	$100M	-$1.32M	3	10.43%	Reduced
703	HLC Hunt Lane Capital New York	$100M	+$55M	2	18.19%	Increased
704	BTP Bloom Tree Partners New York	$100M	-$857K	2	11.08%	Reduced
705	Pinnacle Associates New York	$100M	+$6.76M	11	1.92%	Increased
706	OI Oakbrook Investments Lisle, Illinois	$99.2M	-$1.75M	10	6.58%	Reduced
707	Crawford Investment Counsel Atlanta, Georgia	$98.9M	-$3.18M	6	3.4%	Reduced
708	Logan Capital Management Newtown Square, Pennsylvania	$98.1M	+$285K	6	7.32%	Increased
709	General American Investors New York	$96.4M	+$9.14M	4	9.76%	Increased
710	Formuepleje A/S Aarhus C, Denmark	$95.7M	+$2.67M	4	9.98%	Increased
711	GLG LLC New York	$95.7M	+$9.32M	8	5.88%	Increased
712	Equity Investment Corp Atlanta, Georgia	$95.6M	-$9.22M	1	3.27%	Reduced
713	GCM Glynn Capital Management Menlo Park, California	$94.8M	-$4.57M	4	25.51%	Reduced
714	Chesley Taft & Associates Chicago, Illinois	$94.8M	-$268K	6	8.56%	Reduced
715	3CP 3G Capital Partners New York	$94.5M	-$19.7M	1	7.61%	Reduced
716	RCM Riverhead Capital Management Wilmington, Delaware	$94.5M	+$9.38M	12	4.69%	Increased
717	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$94.5M	+$23.8M	7	4.66%	Increased
718	Curi RMB Capital Chicago, Illinois	$94M	+$23.3M	6	2.69%	Increased
719	Westchester Capital Management (New York) Valhalla, New York	$93.8M	-$13.3M	1	2.81%	Reduced
720	Oaktree Capital Management Los Angeles, California	$92.9M	+$509K	2	1.52%	Increased
721	Natixis Investment Managers International Paris, France	$92.8M	+$6.78M	10	8.1%	Increased
722	Jupiter Asset Management London, United Kingdom	$92.5M	+$31.5M	3	3.21%	Increased
723	Salem Investment Counselors Winston Salem, North Carolina	$92.4M	+$10.2M	12	10.71%	Increased
724	MI Markston International White Plains, New York	$92.3M	-$2.09M	7	9%	Reduced
725	Cookson Peirce & Co Pittsburgh, Pennsylvania	$92.3M	+$16.1M	4	10.41%	Increased