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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	TAM Telemark Asset Management Boston, Massachusetts	$92.3M	-$29.5M	4	19.95%	Reduced
727	Avenir Corporation Alexandria, Virginia	$92.2M	-$2M	2	8.13%	Reduced
728	PFC Poplar Forest Capital Pasadena, California	$92.1M	-$28.6M	5	7.91%	Reduced
729	RA Rovida Advisors Fort Lauderdale, Florida	$91.7M	+$10.3M	2	12.64%	Increased
730	Braun Stacey Associates New York	$91.2M	-$23.3M	6	5.92%	Reduced
731	HP Hound Partners New York	$91.2M	-$181M	1	2.3%	Reduced
732	HAM Honeycomb Asset Management New York	$90.8M	+$1.15M	3	20.09%	Increased
733	Dana Investment Advisors Waukesha, Wisconsin	$90.6M	-$6.91M	7	4.26%	Reduced
734	SCM Somerset Capital Management London, United Kingdom	$89.9M	-$1.3M	1	23.54%	Reduced
735	Ingalls & Snyder LLC New York	$89.8M	-$3.01M	7	4.88%	Reduced
736	Caledonia Investments plc (UK) London England, United Kingdom	$89.6M	$0	2	25.4%	Maintained
737	DAC Dividend Assets Capital Ridgeland, South Carolina	$89.3M	-$4.76M	5	3.52%	Reduced
738	Summitry LLC Foster City, California	$89M	+$621K	5	8.48%	Increased
739	Avity Investment Management Greenwich, Connecticut	$88.7M	-$1.9M	6	12.06%	Reduced
740	Ninety One North America New York	$88.5M	+$11.2M	6	16.22%	Increased
741	BG Bollard Group Boston, Massachusetts	$87.3M	+$26M	9	4.72%	Increased
742	Mondrian Investment Partners London, United Kingdom	$87.1M	-$18.4M	1	2.49%	Reduced
743	Mogy Joel R Investment Counsel Beverly Hills, California	$87M	+$823K	7	14.92%	Increased
744	HT HAP Trading New York	$86.9M	-$16.8M	5	4.64%	Reduced
745	Trillium Asset Management Boston, Massachusetts	$86.5M	+$1.52M	5	5.16%	Increased
746	Quadrature Capital London, United Kingdom	$85.3M	+$45.7M	5	6.56%	Increased
747	FCI Financial Counselors Inc Overland Park, Kansas	$85.2M	-$206K	10	4.23%	Reduced
748	Badgley, Phelps & Bell Seattle, Washington	$85.1M	+$3.73M	9	6.64%	Increased
749	TM Tiger Management New York	$85.1M	+$12.9M	4	16.74%	Increased
750	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$84.8M	+$20.4M	1	27.83%	Increased