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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
776	New Mountain Vantage Advisers New York	$58.1M	-$1.69M	1	3.04%	Reduced
777	Nippon Life Insurance Tokyo, Japan	$57.9M	-$3.01M	9	1.45%	Reduced
778	WhitTier Trust Company Reno, Nevada	$57.9M	+$472K	11	6.61%	Increased
779	Klingenstein Fields & Co New York	$57.6M	+$785K	6	2.69%	Increased
780	Howland Capital Management Boston, Massachusetts	$57.5M	+$567K	5	5.43%	Increased
781	Locust Wood Capital Advisers New York	$57.5M	-$8.66M	3	6.43%	Reduced
782	Veritable Wilmington, Delaware	$57.5M	-$4.5M	8	1.46%	Reduced
783	TT International London, United Kingdom	$57.4M	+$19.5M	3	19.31%	Increased
784	R.M. Davis Inc Portland, Maine	$57.3M	-$1.39M	6	2.82%	Reduced
785	RCM Roystone Capital Management New York	$57.3M	+$59.8M	1	3.61%	New
786	Sumitomo Life Insurance Tokyo, Japan	$57M	-$4.46M	8	7.81%	Reduced
787	CC Carbonado Capital New York	$56.8M	-$8.74M	2	14.47%	Reduced
788	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$56.7M	+$7.91M	10	3.06%	Increased
789	KCM Kingdon Capital Management New York	$56.7M	-$65.4M	1	3.12%	Reduced
790	First National Bank of Omaha Omaha, Nebraska	$56.6M	+$4.58M	5	4.19%	Increased
791	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$56.5M	+$10.3M	6	6.94%	Increased
792	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$56.5M	-$7.06M	9	7.72%	Reduced
793	TM Thrax Management New York	$56.4M	+$1.6M	4	8.7%	Increased
794	Denver Investment Advisors Denver, Colorado	$56.3M	+$45.5K	8	2.54%	Increased
795	RIG Roosevelt Investment Group New York	$56.3M	+$5.35M	5	4.37%	Increased
796	IC Immersion Capital London, United Kingdom	$56M	-$50.1M	1	21.62%	Reduced
797	Covington Capital Management Los Angeles, California	$56M	+$1.84M	6	5.18%	Increased
798	Chilton Capital Management Houston, Texas	$55.9M	-$1.46M	5	5.42%	Reduced
799	SKBA Capital Management San Francisco, California	$55.8M	-$1.24M	3	5.45%	Reduced
800	M.D. Sass LLC New York	$55.8M	+$53.5M	1	2.73%	New