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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	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$75.6M	+$2.14M	11	3.76%	Increased
802	Voloridge Investment Management Jupiter, Florida	$75.5M	+$5.25M	5	1.88%	Increased
803	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$75.5M	+$43.1K	6	4.51%	Increased
804	UBS O'Connor Chicago, Illinois	$75.5M	+$3.9M	8	1.23%	Increased
805	Todd Asset Management Louisville, Kentucky	$75.3M	-$3.52M	5	2.15%	Reduced
806	GLG Partners London, United Kingdom	$75.2M	-$11.9M	3	4.16%	Reduced
807	HC Henshaw Capital Woburn, Massachusetts	$75.1M	$0	5	7.86%	Maintained
808	Crestwood Advisors Group Boston, Massachusetts	$75.1M	-$3.03M	6	6.39%	Reduced
809	CPH C Partners Holding Zurich, Switzerland	$74.9M	$0	2	24.29%	Maintained
810	Covington Capital Management Los Angeles, California	$74.7M	+$1.33M	7	6.04%	Increased
811	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$74.6M	-$14.9M	11	8.56%	Reduced
812	Richard Bernstein Advisors New York	$74.5M	+$4.24M	7	5.69%	Increased
813	Windward Capital Management Los Angeles, California	$74.4M	+$87.9K	5	12.65%	Increased
814	First Long Island Investors Jericho, New York	$74.3M	-$1.38M	4	11.53%	Reduced
815	First Allied Advisory Services San Diego, California	$73.9M	+$1.37M	11	3.3%	Increased
816	Old National Bancorp Evansville, Indiana	$73.9M	+$1.3M	10	4.05%	Increased
817	Greenlight Capital New York	$73.8M	+$79.9M	1	1.19%	New
818	Highland Capital Management (Tennessee) Memphis, Tennessee	$73.6M	-$6.39M	8	5.92%	Reduced
819	RCM Riverpark Capital Management New York	$73.6M	+$9.7M	3	8.47%	Increased
820	VAM ValueInvest Asset Management Luxembourg	$73.2M	-$3.93M	1	4.52%	Reduced
821	Churchill Management Los Angeles, California	$73M	-$557K	3	1.91%	Reduced
822	MML Investors Services Springfield, Massachusetts	$72.7M	+$5.87M	14	1.4%	Increased
823	Regal Partners Sydney, NSW, Australia	$72.1M	+$2.16M	1	15.74%	Increased
824	Obermeyer Wealth Partners Aspen, Colorado	$71.7M	-$21.2M	5	6.36%	Reduced
825	Boston Common Asset Management Boston, Massachusetts	$71.7M	-$7.87M	7	9.44%	Reduced