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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
751	Kovitz Investment Group Partners Chicago, Illinois	$89.5M	+$4.8M	10	4.45%	Increased
752	Braun Stacey Associates New York	$88.8M	-$7.53M	6	6.07%	Reduced
753	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$88.3M	-$1.79M	5	7.21%	Reduced
754	CAM Contour Asset Management New York	$88.2M	+$88.8M	1	4.95%	Increased
755	Capital Fund Management (CFM) Paris, France	$87.6M	-$102M	5	0.63%	Reduced
756	Cigna Investments Bloomfield, Connecticut	$86.7M	-$909K	11	5.78%	Reduced
757	NM Nokota Management New York	$86.7M	+$47M	3	2.12%	Increased
758	3CP 3G Capital Partners New York	$86.7M	-$15.2M	1	8%	Reduced
759	Park National Corp Newark, Ohio	$86.3M	+$1.1M	7	4.95%	Increased
760	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$86.2M	+$24.9M	10	10.38%	Increased
761	DP DSAM Partners London, United Kingdom	$86.2M	-$2.09M	3	12%	Reduced
762	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$86.1M	-$60.3K	4	15.5%	Reduced
763	CC Carlson Capital Dallas, Texas	$85.8M	-$4.73M	3	1.47%	Reduced
764	Stack Financial Management Whitefish, Montana	$85.6M	-$17.3M	3	9.26%	Reduced
765	Ingalls & Snyder LLC New York	$85M	-$7.98M	7	4.43%	Reduced
766	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$84.7M	+$2.84M	1	20.01%	Increased
767	Levin Capital Strategies New York	$84.7M	+$1.76M	8	1.44%	Increased
768	Tran Capital Management San Rafael, California	$84.2M	+$21.5M	2	7.55%	Increased
769	Meiji Yasuda Asset Management Tokyo, Japan	$83.8M	+$1.08M	11	8.22%	Increased
770	GLG Partners London, United Kingdom	$83.7M	+$1.84M	5	4.43%	Increased
771	Busey Bank Urbana, Illinois	$83.5M	+$24.4M	7	9.98%	Increased
772	PFC Poplar Forest Capital Pasadena, California	$83.3M	-$14.4M	5	7.23%	Reduced
773	Westchester Capital Management (New York) Valhalla, New York	$83.2M	-$22.3M	1	2.62%	Reduced
774	Howland Capital Management Boston, Massachusetts	$83.2M	-$71.2K	7	6.87%	Reduced
775	Cookson Peirce & Co Pittsburgh, Pennsylvania	$83.2M	-$16M	5	8.6%	Reduced