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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	Howard Capital Management (New York) New York	$136M	-$1M	5	18.12%	Reduced
802	Edgemoor Investment Advisors Bethesda, Maryland	$136M	+$182K	6	18.29%	Increased
803	ZWJ Investment Counsel Atlanta, Georgia	$135M	-$7.19M	7	11.74%	Reduced
804	General American Investors New York	$135M	-$18M	4	17.15%	Reduced
805	Southpoint Capital Advisors New York	$135M	-$87.2M	2	3.29%	Reduced
806	Howland Capital Management Boston, Massachusetts	$134M	-$741K	8	9.62%	Reduced
807	Weiss Multi-Strategy Advisers New York	$134M	-$21.6M	10	3.84%	Reduced
808	Osterweis Capital Management San Francisco, California	$134M	-$1.52M	5	9.71%	Reduced
809	Parker Investment Management Menlo Park, California	$133M	+$26.4M	5	31.82%	Increased
810	Samlyn Capital New York	$133M	-$161M	1	2.46%	Reduced
811	TAM Telemark Asset Management Boston, Massachusetts	$133M	-$15.7M	4	21.04%	Reduced
812	International Value Advisers	$133M	-$48.6M	3	9.84%	Reduced
813	Bridgeway Capital Management Houston, Texas	$133M	-$23.2M	9	2.68%	Reduced
814	Wilmington Savings Fund Society Wilmington, Delaware	$132M	-$13.4M	6	6.5%	Reduced
815	Livforsakringsbolaget Skandia Stockholm, Sweden	$132M	+$5.16M	13	15.11%	Increased
816	Corvex Management New York	$132M	+$22M	2	8.05%	Increased
817	Motley Fool Asset Management Alexandria, Virginia	$132M	+$3M	6	13.23%	Increased
818	Qube Research & Technologies (QRT) London, United Kingdom	$131M	+$46.3M	14	1.92%	Increased
819	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$131M	-$41.5M	3	21.11%	Reduced
820	Granite Investment Partners El Segundo, California	$130M	+$2.4M	6	6.27%	Increased
821	Alphinity Investment Management Sydney, Australia	$130M	+$12.3M	3	14.64%	Increased
822	Windward Capital Management Los Angeles, California	$130M	-$2.38M	5	14.71%	Reduced
823	Eagle Global Advisors Houston, Texas	$129M	+$2.27M	7	11.64%	Increased
824	Palladium Partners Norfolk, Virginia	$129M	-$10.4M	7	8.8%	Reduced
825	LS Investment Advisors Bloomfield Hills, Michigan	$128M	+$3.62M	13	7.95%	Increased