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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	Bailard Foster City, California	$104M	-$4.6M	10	6.35%	Reduced
802	Maryland Capital Management Towson, Maryland	$104M	-$1.62M	6	12.31%	Reduced
803	IP Interval Partners New York	$103M	+$62M	2	4.1%	Increased
804	Howard Capital Management (New York) New York	$103M	-$1.42M	5	14.02%	Reduced
805	Cryder Capital Partners London, United Kingdom	$103M	+$13.5M	2	15.19%	Increased
806	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$103M	+$3.77M	3	11.6%	Increased
807	SC Serenity Capital Palo Alto, California	$103M	+$87.2M	1	31.04%	Increased
808	Trinity Street Asset Management London, United Kingdom	$102M	-$129K	2	19.93%	Reduced
809	MI Markston International White Plains, New York	$102M	-$902K	6	11.91%	Reduced
810	Cornerstone Investment Partners Atlanta, Georgia	$102M	-$51.6M	5	4.43%	Reduced
811	Park National Corp Newark, Ohio	$102M	+$3.09M	7	5.53%	Increased
812	Tudor Investment Corp Stamford, Connecticut	$102M	+$28.7M	18	2.89%	Increased
813	SI SQN Investors Menlo Park, California	$102M	+$36.7M	2	9.17%	Increased
814	Howland Capital Management Boston, Massachusetts	$101M	+$406K	8	7.83%	Increased
815	Bridgewater Associates Westport, Connecticut	$101M	+$56.8M	6	0.79%	Increased
816	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$101M	+$9.28M	6	10.5%	Increased
817	WestEnd Advisors Charlotte, North Carolina	$101M	+$27.5M	3	8.78%	Increased
818	RegentAtlantic Capital Morristown, New Jersey	$101M	+$5.11M	11	6.79%	Increased
819	Third Point New York	$101M	+$32.7M	2	1.18%	Increased
820	GAMCO Investors Greenwich, Connecticut	$101M	+$6.69M	8	0.76%	Increased
821	Wedge Capital Management Charlotte, North Carolina	$101M	-$1.13M	9	1.15%	Reduced
822	Cigna Investments Bloomfield, Connecticut	$100M	-$2.06M	11	10.86%	Reduced
823	Capital Advisors Inc Tulsa, Oklahoma	$100M	+$39.7M	6	4.95%	Increased
824	Windward Capital Management Los Angeles, California	$100M	-$1.55M	5	12.42%	Reduced
825	SCM Somerset Capital Management London, United Kingdom	$99.5M	-$20.7M	1	21.8%	Reduced