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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	Associated Banc-Corp Green Bay, Wisconsin	$126M	-$3.47M	6	7.34%	Reduced
702	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$125M	-$3.68M	6	19.37%	Reduced
703	J.L. Bainbridge & Co Sarasota, Florida	$125M	+$123M	4	18.55%	New
704	Oak Ridge Investments Chicago, Illinois	$125M	-$3.37M	4	7.07%	Reduced
705	Walleye Trading New York	$124M	-$89.2M	14	0.67%	Reduced
706	Picton Mahoney Asset Management Toronto, Ontario, Canada	$124M	-$2.68M	5	8.91%	Reduced
707	FCI Financial Counselors Inc Overland Park, Kansas	$124M	+$615K	10	5.71%	Increased
708	Luxor Capital Group New York	$124M	-$4.96M	4	3.49%	Reduced
709	EC EMS Capital New York	$123M	+$19.2M	1	8.86%	Increased
710	Ameritas Investment Partners Lincoln, Nebraska	$123M	-$5.83M	13	5.92%	Reduced
711	Oslo Pensjonsforsikring Oslo,	$123M	+$1.69M	4	27.49%	Increased
712	Logan Capital Management Newtown Square, Pennsylvania	$122M	-$5.48M	6	8.47%	Reduced
713	WI Wafra Inc New York	$122M	-$6.4M	4	4.56%	Reduced
714	Cambiar Investors Denver, Colorado	$122M	+$10.1M	2	2.03%	Increased
715	Tower Research Capital (TRC) New York	$121M	+$111M	20	6.76%	Increased
716	MML Investors Services Springfield, Massachusetts	$119M	+$6.21M	14	2.6%	Increased
717	NM Nokota Management New York	$119M	-$49.3M	3	1.78%	Reduced
718	Chartwell Investment Partners Berywn, Pennsylvania	$118M	+$70.2M	8	3.52%	Increased
719	Ascend Capital Orinda, California	$118M	-$48.6M	5	5.57%	Reduced
720	ICP Indus Capital Partners New York	$118M	-$37.2M	1	11.89%	Reduced
721	Mogy Joel R Investment Counsel Beverly Hills, California	$118M	+$640K	7	17.44%	Increased
722	GPCM Greenbrier Partners Capital Management Dallas, Texas	$118M	$0	3	21.04%	Maintained
723	Capital International Inc Los Angeles, California	$117M	-$18.7M	7	17.96%	Reduced
724	Braun Stacey Associates New York	$117M	+$2.83M	6	7.97%	Increased
725	Darrell & King Charlottesville, Virginia	$117M	-$2.91M	6	16.89%	Reduced