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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
801	Osborne Partners Capital Management San Francisco, California	$45.8M	-$2.07M	5	6.72%	Reduced
802	Obermeyer Wealth Partners Aspen, Colorado	$45.6M	+$22.3M	3	4.81%	Increased
803	Nan Shan Life Insurance Taipei City, Taiwan	$45.5M	-$98.1M	4	2.51%	Reduced
804	Menora Mivtachim Holdings Ramat Gan, Israel	$45.5M	-$33.5M	1	3.39%	Reduced
805	Janney Capital Management Pittsburgh, Pennsylvania	$45.3M	+$1.57M	3	2.06%	Increased
806	TIAAOA Teachers Insurance & Annuity Association of America New York	$45.1M	-$3M	3	1.68%	Reduced
807	MIM Martin Investment Management Palm Beach Gardens, Florida	$45.1M	-$1.64M	3	7.28%	Reduced
808	Amica Pension Fund Board of Trustees Providence, Rhode Island	$45M	$0	7	6.19%	Maintained
809	SCM Stevens Capital Management Radnor, Pennsylvania	$45M	+$31.6M	4	2.06%	Increased
810	Granite Investment Partners El Segundo, California	$45M	+$870K	5	4.32%	Increased
811	Amalgamated Bank New York	$44.8M	+$1.61M	9	4.7%	Increased
812	Martin Currie Edinburgh, United Kingdom	$44.8M	+$12.3M	4	4.64%	Increased
813	Liberty Mutual Group Asset Management Boston, Massachusetts	$44.7M	-$1.88M	9	1.69%	Reduced
814	Quest Investment Management Lake Oswego, Oregon	$44.5M	-$8.72M	5	6.24%	Reduced
815	Clarkston Capital Partners Rochester, Michigan	$44.5M	+$2.3M	3	4.06%	Increased
816	FA Friess Associates Greenville, Delaware	$44.5M	+$23.1M	4	4.14%	Increased
817	Covington Capital Management Los Angeles, California	$44.2M	+$1.62M	5	4.56%	Increased
818	Howard Capital Management (New York) New York	$44.1M	-$1.51M	4	8.97%	Reduced
819	First National Bank of Omaha Omaha, Nebraska	$44M	-$6.96M	5	3.27%	Reduced
820	Zuckerman Investment Group Chicago, Illinois	$44M	-$566K	2	10.33%	Reduced
821	HCMT Highland Capital Management (Texas) Dallas, Texas	$43.9M	-$95.8M	5	1.28%	Reduced
822	Crosslink Capital Menlo Park, California	$43.8M	+$37.2M	2	6.1%	Increased
823	CK Cohen Klingenstein New York	$43.8M	-$309K	6	8.63%	Reduced
824	LCM Lomas Capital Management New York	$43.7M	+$44.2M	1	7.54%	New
825	3CP 3G Capital Partners New York	$43.7M	+$44.4M	1	3.23%	New