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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	Boston Financial Management Boston, Massachusetts	$174M	-$5.52M	6	7.65%	Reduced
802	JCM Jag Capital Management St Louis, Missouri	$174M	-$1.2M	9	15.37%	Reduced
803	Park National Corp Newark, Ohio	$174M	-$2.44M	6	7.62%	Reduced
804	Bowen Hanes & Co Ponte Vedra Beach, Florida	$174M	-$36.6M	7	5.55%	Reduced
805	Group One Trading Chicago, Illinois	$174M	+$3.39M	22	0.26%	Increased
806	Veritable Wilmington, Delaware	$173M	+$2.77M	11	2.95%	Increased
807	KAS Kemnay Advisory Services New York	$173M	+$5.98M	8	24.19%	Increased
808	Old National Bancorp Evansville, Indiana	$173M	-$2.12M	9	6.88%	Reduced
809	Ninety One North America New York	$172M	+$18.8M	5	9.94%	Increased
810	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$172M	-$9.1M	4	14.22%	Reduced
811	Citizens Financial Group Providence, Rhode Island	$170M	-$2.93M	8	8.98%	Reduced
812	SAM Scopus Asset Management New York	$170M	+$135M	1	2.14%	Increased
813	TAM Telemark Asset Management Boston, Massachusetts	$169M	-$10.9M	4	14.33%	Reduced
814	Newbrook Capital Advisors New York	$169M	-$31.2M	3	11.52%	Reduced
815	HP Hound Partners New York	$169M	+$36.3M	4	7.96%	Increased
816	Fernbridge Capital Management Los Angeles, California	$168M	+$7.59M	3	22.47%	Increased
817	First National Bank of Omaha Omaha, Nebraska	$168M	-$2.39M	6	8.77%	Reduced
818	Todd Asset Management Louisville, Kentucky	$168M	-$2.81M	8	3.95%	Reduced
819	Edgemoor Investment Advisors Bethesda, Maryland	$167M	+$2.12M	6	16.76%	Increased
820	Cubist Systematic Strategies Stamford, Connecticut	$167M	+$17M	27	2.14%	Increased
821	General American Investors New York	$167M	-$3.98M	4	15.59%	Reduced
822	BBVA USA Bancshares Houston, Texas	$167M	-$7.06M	9	7.93%	Reduced
823	Driehaus Capital Management Chicago, Illinois	$166M	-$135M	8	2.44%	Reduced
824	Tran Capital Management San Rafael, California	$165M	+$60.6M	3	14.73%	Increased
825	Quest Investment Management Lake Oswego, Oregon	$165M	+$14.3M	5	15.1%	Increased