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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	Cohen & Steers New York	$57.4M	-$1.77M	5	0.16%	Reduced
802	CPM Crescent Park Management East Palo Alto, California	$57.4M	-$8.42M	2	11.37%	Reduced
803	WhitTier Trust Company Reno, Nevada	$57.3M	-$961K	11	6.72%	Reduced
804	Azimuth Capital Management Bloomfield Hills, Michigan	$57.2M	+$13.5M	8	5.59%	Increased
805	Salem Investment Counselors Winston Salem, North Carolina	$57M	+$376K	7	7.2%	Increased
806	Howland Capital Management Boston, Massachusetts	$56.7M	+$110K	5	5.75%	Increased
807	CCM Investment Advisers Columbia, South Carolina	$56.7M	+$5.72M	3	5.31%	Increased
808	AQR Arbitrage Greenwich, Connecticut	$56.6M	+$28.4M	3	0.63%	Increased
809	Community Trust & Investment Versailles, Kentucky	$56.5M	-$2.94M	4	7.38%	Reduced
810	Lombard Odier Asset Management (USA) New York	$56.4M	+$18.5M	4	5.47%	Increased
811	Janney Capital Management Pittsburgh, Pennsylvania	$56.3M	-$212K	3	2.48%	Reduced
812	BSPF British Steel Pension Fund London, United Kingdom	$56.2M	+$54M	6	5.66%	New
813	Obermeyer Wealth Partners Aspen, Colorado	$56.2M	-$501K	4	5.12%	Reduced
814	Altrinsic Global Advisors Stamford, Connecticut	$56.1M	-$15.5M	3	1.46%	Reduced
815	Intermede Investment Partners London, United Kingdom	$56.1M	+$53.4M	2	9.5%	New
816	Badgley, Phelps & Bell Seattle, Washington	$55.9M	+$2.23M	6	5.5%	Increased
817	Essex Investment Management Boston, Massachusetts	$55.5M	+$5.63M	5	8.68%	Increased
818	DP DSAM Partners London, United Kingdom	$55.5M	+$22.8M	4	14.21%	Increased
819	Martin Currie Edinburgh, United Kingdom	$55.4M	-$233K	5	5.6%	Reduced
820	Amica Pension Fund Board of Trustees Providence, Rhode Island	$55.1M	+$2.7M	9	7.22%	Increased
821	NG NatWest Group Edinburgh, Scotland, United Kingdom	$54.9M	-$56.1M	4	11.03%	Reduced
822	Crestwood Advisors Group Boston, Massachusetts	$54.7M	+$807K	6	6.6%	Increased
823	Penn Davis McFarland Dallas, Texas	$54.4M	-$169K	3	13.67%	Reduced
824	DCM Decatur Capital Management Decatur, Georgia	$54.4M	+$18.6M	3	6.98%	Increased
825	TM Tiger Management New York	$54.1M	+$1.68M	2	6.98%	Increased