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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	Junto Capital Management New York	$115M	-$460K	2	8.68%	Reduced
702	Jasper Ridge Partners Menlo Park, California	$114M	+$3M	4	6.83%	Increased
703	Steward Partners Investment Advisory New York	$114M	+$5.34M	18	7.82%	Increased
704	AIM AIA Investment Management Singapore	$114M	+$13.9M	1	25.93%	Increased
705	FCI Financial Counselors Inc Overland Park, Kansas	$114M	-$4.17M	10	5.43%	Reduced
706	Disciplined Growth Investors Minneapolis, Minnesota	$114M	-$2.57M	1	2.24%	Reduced
707	Formuepleje A/S Aarhus C, Denmark	$114M	-$22.4M	5	13.38%	Reduced
708	Vaughan David Investments Peoria, Illinois	$114M	+$409K	5	5.38%	Increased
709	Vantage Investment Partners Kansas City, Missouri	$113M	+$41.7M	5	9.37%	Increased
710	Picton Mahoney Asset Management Toronto, Ontario, Canada	$113M	-$10.3M	5	8.16%	Reduced
711	Crawford Investment Counsel Atlanta, Georgia	$113M	-$12.4M	6	3.57%	Reduced
712	CLC Charles-Lim Capital Central, Hong Kong	$113M	-$15.5M	1	23.14%	Reduced
713	Luxor Capital Group New York	$113M	+$79.9M	3	3.83%	Increased
714	Cohen & Steers New York	$113M	+$17M	7	0.34%	Increased
715	TP Thunderbird Partners London, United Kingdom	$112M	+$205K	1	17.34%	Increased
716	Pentwater Capital Management Naples, Florida	$112M	+$117M	1	0.79%	New
717	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$112M	-$3.08M	6	5.2%	Reduced
718	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$112M	-$7.08M	11	10.99%	Reduced
719	Heritage Investors Management Corp Bethesda, Maryland	$111M	-$5.54M	8	6.93%	Reduced
720	Oslo Pensjonsforsikring Oslo,	$111M	-$2.86M	4	27.8%	Reduced
721	ACR Alpine Capital Research St. Louis, Missouri	$111M	-$35.1M	1	6.02%	Reduced
722	CG Cutler Group San Francisco, California	$110M	-$455M	19	9.5%	Reduced
723	CS McKee Pittsburgh, Pennsylvania	$110M	-$4.01M	4	8.62%	Reduced
724	Salem Investment Counselors Winston Salem, North Carolina	$110M	-$4.14M	11	12.43%	Reduced
725	Seizert Capital Partners Birmingham, Michigan	$109M	-$1.58M	6	3.99%	Reduced