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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
726	Park National Corp Newark, Ohio	$77M	-$763K	7	4.9%	Reduced
727	Nomura Holdings Tokyo, Japan	$76.9M	-$225M	13	0.22%	Reduced
728	MGM Miura Global Management New York	$76.6M	+$19.6M	2	8.39%	Increased
729	Aristeia Capital Greenwich, Connecticut	$75.9M	+$64.5M	2	4.15%	Increased
730	NorthCoast Asset Management Greenwich, Connecticut	$75.7M	+$68.1M	2	6.16%	Increased
731	Sprucegrove Investment Management Toronto, Ontario, Canada	$75.1M	-$6.61M	3	3.14%	Reduced
732	Jefferies Group New York	$74.9M	+$11.7M	11	0.39%	Increased
733	Cookson Peirce & Co Pittsburgh, Pennsylvania	$74.9M	+$12.6M	4	10.57%	Increased
734	HCMT Highland Capital Management (Texas) Dallas, Texas	$74.6M	+$50.7M	4	2.28%	Increased
735	Onex Canada Asset Management Toronto, Ontario, Canada	$74.5M	+$3.38M	4	7.03%	Increased
736	Pinnacle Associates New York	$74.5M	+$145K	10	1.49%	Increased
737	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$74.4M	+$1.12M	6	13.65%	Increased
738	RCM Riverhead Capital Management Wilmington, Delaware	$74.4M	-$24M	10	4.79%	Reduced
739	GCM Glynn Capital Management Menlo Park, California	$74.2M	+$1.29M	4	23.43%	Increased
740	Darrell & King Charlottesville, Virginia	$73.9M	-$11.8M	4	12.71%	Reduced
741	AC Asturias Capital New York	$73.8M	-$6M	2	22.99%	Reduced
742	Avity Investment Management Greenwich, Connecticut	$73.6M	-$137K	6	11.37%	Reduced
743	LPL Financial San Diego, California	$73.4M	+$4.02M	11	0.7%	Increased
744	Trillium Asset Management Boston, Massachusetts	$73.1M	-$382K	5	4.69%	Reduced
745	DAC Dividend Assets Capital Ridgeland, South Carolina	$72.9M	+$837K	4	2.31%	Increased
746	Caledonia Investments plc (UK) London England, United Kingdom	$72.6M	$0	2	25.21%	Maintained
747	Parametric Risk Advisors Westport, Connecticut	$72.6M	-$16.7M	6	4.9%	Reduced
748	TEC Tiger Eye Capital Nashville, Tennessee	$72.6M	+$34.7M	2	8.98%	Increased
749	WI Wafra Inc New York	$72.5M	-$13.6M	4	5.4%	Reduced
750	Avenir Corporation Alexandria, Virginia	$72.5M	-$3.93M	2	6.25%	Reduced