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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	Glenview Trust Louisville, Kentucky	$107M	+$1.19M	6	6.87%	Increased
777	Southpoint Capital Advisors New York	$107M	+$16.6M	1	4.53%	Increased
778	Eventide Asset Management Boston, Massachusetts	$107M	+$68.4M	1	3.68%	Increased
779	SCM Silvant Capital Management Atlanta, Georgia	$107M	-$3.22M	7	19.17%	Reduced
780	HC Henshaw Capital Woburn, Massachusetts	$107M	+$33.3K	7	9.34%	Increased
781	PFU Parus Finance (UK) London, United Kingdom	$107M	+$10.4M	3	33.93%	Increased
782	Bailard Foster City, California	$106M	+$193K	12	6.58%	Increased
783	RCM Riverhead Capital Management Wilmington, Delaware	$106M	-$480K	16	4.3%	Reduced
784	F.L. Putnam Investment Management Lynnfield, Massachusetts	$106M	+$752K	6	8.9%	Increased
785	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$105M	-$9.8M	6	7.86%	Reduced
786	Highland Capital Management (Tennessee) Memphis, Tennessee	$105M	+$1.16M	9	7.97%	Increased
787	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$105M	+$5.15M	1	46.85%	Increased
788	Cortland Associates St Louis, Missouri	$105M	-$1.57M	6	16.91%	Reduced
789	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$104M	-$6.86M	13	6.08%	Reduced
790	Echo Street Capital Management New York	$104M	-$2.93M	3	2.03%	Reduced
791	TDAM USA Toronto, Ontario, Canada	$103M	-$2.3M	7	7.36%	Reduced
792	James Hambro & Partners London, United Kingdom	$103M	+$3.62M	5	30.07%	Increased
793	Polar Asset Management Partners Toronto, Ontario, Canada	$103M	+$1.98M	3	2.25%	Increased
794	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$103M	+$13.5M	3	31.55%	Increased
795	Ceredex Value Advisors Orlando, Florida	$102M	+$16.4M	1	1.26%	Increased
796	Cramer Rosenthal McGlynn Stamford, Connecticut	$102M	-$76.9M	3	2.44%	Reduced
797	Mark Asset Management New York	$102M	+$1.72M	8	22.62%	Increased
798	Ashfield Capital Partners San Francisco, California	$102M	+$2.19M	9	11.15%	Increased
799	SIM Spark Investment Management New York	$101M	+$12M	8	4.69%	Increased
800	Windward Capital Management Los Angeles, California	$101M	+$308K	5	12.94%	Increased