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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	JMH J.M. Hartwell New York	$113M	+$12.4M	5	21.25%	Increased
702	New Mountain Vantage Advisers New York	$113M	+$6.09M	2	8.59%	Increased
703	SCM Somerset Capital Management London, United Kingdom	$113M	-$311K	1	22.72%	Reduced
704	Pacer Advisors Malvern, Pennsylvania	$113M	+$22.5M	11	7.9%	Increased
705	DAC Dividend Assets Capital Ridgeland, South Carolina	$112M	+$2.34M	5	5.03%	Increased
706	CS McKee Pittsburgh, Pennsylvania	$112M	-$7.12M	4	8.38%	Reduced
707	Credit Agricole Montrouge Cedex, France	$111M	-$2.41B	8	7.45%	Reduced
708	Twin Tree Management Dallas, Texas	$111M	+$47.6M	8	0.82%	Increased
709	Picton Mahoney Asset Management Toronto, Ontario, Canada	$111M	+$21.6M	7	7.94%	Increased
710	FCI Financial Counselors Inc Overland Park, Kansas	$111M	+$3.8M	10	5.08%	Increased
711	Logan Capital Management Newtown Square, Pennsylvania	$111M	-$1.94M	6	7.75%	Reduced
712	Vaughan David Investments Peoria, Illinois	$111M	+$709K	5	5.13%	Increased
713	Jasper Ridge Partners Menlo Park, California	$111M	+$21.6M	4	7.28%	Increased
714	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$110M	+$11.9M	10	12.06%	Increased
715	Salem Investment Counselors Winston Salem, North Carolina	$110M	+$707K	12	11.92%	Increased
716	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$110M	+$2.1M	7	4.91%	Increased
717	Iconiq Capital San Francisco, California	$110M	-$2.77M	5	11.31%	Reduced
718	CPIM Columbia Partners Investment Management Alexandria, Virginia	$108M	-$9.49M	7	14.36%	Reduced
719	Chesley Taft & Associates Chicago, Illinois	$108M	-$1.81M	7	9.16%	Reduced
720	Seizert Capital Partners Birmingham, Michigan	$108M	-$1.14M	6	3.88%	Reduced
721	Oslo Pensjonsforsikring Oslo,	$107M	+$25.1M	4	27.31%	Increased
722	Disciplined Growth Investors Minneapolis, Minnesota	$107M	+$746K	1	2.11%	Increased
723	Conning Inc Hartford, Connecticut	$107M	-$26.5M	11	3.53%	Reduced
724	Walleye Trading New York	$107M	-$50.3M	14	0.52%	Reduced
725	Badgley, Phelps & Bell Seattle, Washington	$106M	+$2.46M	8	7.29%	Increased