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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	Darrell & King Charlottesville, Virginia	$117M	-$1.41M	6	16.66%	Reduced
752	Capital International Inc Los Angeles, California	$117M	+$5.57M	8	15.29%	Increased
753	Citizens Financial Group Providence, Rhode Island	$117M	-$5.5M	9	9.23%	Reduced
754	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$117M	+$1.05M	8	5.7%	Increased
755	Criterion Capital Management San Francisco, California	$116M	-$28.5M	3	17.43%	Reduced
756	Coldstream Capital Management Bellevue, Washington	$116M	+$866K	8	10.51%	Increased
757	Caxton Associates (New York) New York	$116M	+$16.6M	9	7.96%	Increased
758	Ninety One Cape Town, South Africa	$115M	-$24.7M	7	18.87%	Reduced
759	IP Interval Partners New York	$115M	-$7.97M	4	4.71%	Reduced
760	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$115M	-$16.6M	6	7.17%	Reduced
761	Covington Capital Management Los Angeles, California	$115M	-$3.22M	11	7.03%	Reduced
762	Wealthfront Palo Alto, California	$115M	+$34.3K	11	1.11%	Increased
763	Jana Partners New York	$114M	-$149M	3	3.47%	Reduced
764	Echo Street Capital Management New York	$114M	+$59.9M	3	2.53%	Increased
765	SCM Suffolk Capital Management New York	$114M	+$21.7M	6	16.23%	Increased
766	PDT Partners New York	$114M	+$25.1M	9	4.71%	Increased
767	Clark Capital Management Group Philadelphia, Pennsylvania	$113M	+$557K	8	2.86%	Increased
768	Mariner Overland Park, Kansas	$113M	+$3.42M	10	2.9%	Increased
769	OAM Oxford Asset Management Oxford, United Kingdom	$113M	+$16.5M	16	2.35%	Increased
770	Horan Capital Management Hunt Valley, Maryland	$112M	-$1.08M	5	20.71%	Reduced
771	First Allied Advisory Services San Diego, California	$112M	+$12.3M	11	3.84%	Increased
772	Tremblant Capital Group West Palm Beach, Florida	$112M	+$10.4M	1	5.87%	Increased
773	NSRI New Silk Road Investment Singapore	$112M	-$1.52M	1	41.79%	Reduced
774	Veritable Wilmington, Delaware	$112M	-$1.48M	13	2.24%	Reduced
775	ZWJ Investment Counsel Atlanta, Georgia	$111M	-$2.02M	6	9.06%	Reduced