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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	FA Friess Associates Greenville, Delaware	$106M	-$10.8M	5	9.05%	Reduced
727	FQ First Quadrant Glendale, California	$106M	-$199M	10	8.52%	Reduced
728	FTCM Fir Tree Capital Management New York	$106M	-$29.9M	1	7.42%	Reduced
729	Vaughan David Investments Peoria, Illinois	$105M	-$4.02M	6	4.9%	Reduced
730	Crawford Investment Counsel Atlanta, Georgia	$105M	-$11.7M	6	3.56%	Reduced
731	Colony Group Boston, Massachusetts	$105M	-$1.47M	8	5.08%	Reduced
732	Zeke Capital Advisors Berwyn, Pennsylvania	$105M	+$18.9M	12	10.01%	Increased
733	Meitav Investment House Bene-Beraq, Israel	$105M	+$9.02M	14	6.47%	Increased
734	Trilogy Global Advisors Winter Park, Florida	$104M	-$13.5M	1	14.61%	Reduced
735	Carillon Tower Advisers St. Petersburg, Florida	$104M	+$27.3M	6	0.88%	Increased
736	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$104M	+$5.11M	6	6.63%	Increased
737	Braun Stacey Associates New York	$104M	-$13.9M	5	8.21%	Reduced
738	Wealthfront Advisers Palo Alto, California	$104M	+$111M	9	1.1%	New
739	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$103M	-$15.9M	5	21.1%	Reduced
740	CS McKee Pittsburgh, Pennsylvania	$103M	-$1.33M	4	10.2%	Reduced
741	Richard Bernstein Advisors New York	$103M	-$2.66M	9	3.79%	Reduced
742	R.M. Davis Inc Portland, Maine	$103M	+$10.7M	6	4.21%	Increased
743	TCA Taconic Capital Advisors New York	$102M	-$50M	1	7.39%	Reduced
744	Private Wealth Partners Mill Valley, California	$102M	+$205K	6	19.69%	Increased
745	Bridgewater Associates Westport, Connecticut	$101M	+$80.4M	6	0.92%	Increased
746	Lannebo Fonder Stockholm, Sweden	$101M	-$8.71M	6	37.66%	Reduced
747	Kentucky Retirement Systems Frankfort, Kentucky	$101M	+$2.23M	10	11.04%	Increased
748	South Texas Money Management San Antonio, Texas	$100M	+$4.38M	7	4.8%	Increased
749	Disciplined Growth Investors Minneapolis, Minnesota	$100M	-$747K	1	2.07%	Reduced
750	Coldstream Capital Management Bellevue, Washington	$100M	-$493K	7	9.72%	Reduced