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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	GCM Glynn Capital Management Menlo Park, California	$80.2M	+$14.5M	4	27.32%	Increased
727	Pinnacle Associates New York	$79.4M	+$1.19M	10	1.6%	Increased
728	Inverness Counsel New York	$79.3M	-$9.9M	4	6%	Reduced
729	GLG Partners London, United Kingdom	$78.6M	+$45.3M	5	3.14%	Increased
730	Philadelphia Trust Company Philadelphia, Pennsylvania	$78.5M	-$2.01M	5	6.27%	Reduced
731	Simplex Trading Chicago, Illinois	$78.4M	+$42.6M	10	4.69%	Increased
732	GLG LLC New York	$78.4M	-$10M	7	5.41%	Reduced
733	SC Stralem & Co New York	$78M	-$1.55M	3	9.29%	Reduced
734	Light Street Capital Management Palo Alto, California	$78M	-$33.6M	2	10.66%	Reduced
735	Cookson Peirce & Co Pittsburgh, Pennsylvania	$78M	+$5.62M	4	10.79%	Increased
736	PC PM Capital Sydney, Australia	$77.3M	-$4.4M	2	11.62%	Reduced
737	RWWM Inc Rocklin, California	$76.1M	-$210K	2	27.94%	Reduced
738	Trillium Asset Management Boston, Massachusetts	$75.8M	+$1.48M	5	4.99%	Increased
739	SCM Somerset Capital Management London, United Kingdom	$75.7M	-$888K	1	22.26%	Reduced
740	General American Investors New York	$75M	+$33.6M	3	7.59%	Increased
741	Caledonia Investments plc (UK) London England, United Kingdom	$75M	$0	2	23.15%	Maintained
742	Avity Investment Management Greenwich, Connecticut	$74.6M	+$304K	6	11.23%	Increased
743	Jericho Capital Asset Management New York	$74.6M	-$223M	1	4.56%	Reduced
744	Meag Munich Ergo Munich, Germany	$74.6M	-$35.9M	5	3.47%	Reduced
745	Howland Capital Management Boston, Massachusetts	$74.2M	+$8.02M	7	6.92%	Increased
746	LPL Financial San Diego, California	$74M	+$94.8K	11	0.56%	Increased
747	NorthCoast Asset Management Greenwich, Connecticut	$74M	+$2.27M	5	7.41%	Increased
748	Amica Mutual Insurance Providence, Rhode Island	$73.8M	-$627K	8	6.59%	Reduced
749	Banco Santander Madrid, Spain	$73.7M	+$77.8M	7	1.94%	New
750	WMS Partners Towson, Maryland	$73.3M	-$452K	8	9.73%	Reduced