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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	BG Bollard Group Boston, Massachusetts	$107M	+$11.5M	9	5.63%	Increased
702	Northeast Investment Management Boston, Massachusetts	$107M	-$2.65M	7	9.44%	Reduced
703	Heritage Investors Management Corp Bethesda, Maryland	$106M	-$1.56M	8	6.82%	Reduced
704	UBS O'Connor Chicago, Illinois	$105M	+$22.6M	9	1.53%	Increased
705	Junto Capital Management New York	$105M	-$90.2M	3	8.62%	Reduced
706	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$105M	+$72.5K	6	11.79%	Increased
707	Clough Capital Partners Boston, Massachusetts	$103M	+$35.7M	3	6.92%	Increased
708	Perpetual Ltd Sydney, New South Wales, Australia	$103M	-$63.9M	5	14.39%	Reduced
709	WestEnd Advisors Charlotte, North Carolina	$103M	-$14.7M	2	9.02%	Reduced
710	Seizert Capital Partners Birmingham, Michigan	$103M	-$8.41M	6	3.77%	Reduced
711	Sirios Capital Management Boston, Massachusetts	$102M	-$15.6M	1	5.36%	Reduced
712	Vaughan David Investments Peoria, Illinois	$102M	-$1.74M	5	5.01%	Reduced
713	TM Tiger Management New York	$102M	+$6.16M	4	18.41%	Increased
714	Cortland Associates St Louis, Missouri	$101M	-$17.4M	4	18.77%	Reduced
715	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$100M	+$11.6M	11	9.69%	Increased
716	Logan Capital Management Newtown Square, Pennsylvania	$99.3M	+$519K	6	7.1%	Increased
717	Chesley Taft & Associates Chicago, Illinois	$99.1M	+$784K	6	8.57%	Increased
718	GLG LLC New York	$98.4M	-$2.61M	6	6.39%	Reduced
719	MAI Marble Arch Investments New York	$97.9M	-$10.4M	1	6.5%	Reduced
720	Slate Path Capital New York	$97.5M	+$21.3M	1	5.13%	Increased
721	New Mountain Vantage Advisers New York	$97.4M	+$9.44M	2	7.48%	Increased
722	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$97M	+$45.8K	6	4.68%	Increased
723	Salem Investment Counselors Winston Salem, North Carolina	$96.8M	-$72.8K	11	11.31%	Reduced
724	DAC Dividend Assets Capital Ridgeland, South Carolina	$96.2M	-$83.2K	5	3.96%	Reduced
725	FCI Financial Counselors Inc Overland Park, Kansas	$95.1M	+$5.86M	10	4.63%	Increased