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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	HP Hound Partners New York	$202M	+$61.8M	2	13.06%	Increased
802	Regal Partners Sydney, NSW, Australia	$202M	-$27.8M	1	26.11%	Reduced
803	Dana Investment Advisors Waukesha, Wisconsin	$201M	+$7.41M	8	9.28%	Increased
804	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$201M	+$86K	7	13.77%	Increased
805	NZS Capital Denver, Colorado	$200M	+$6.73M	6	20.26%	Increased
806	SCA Snowden Capital Advisors New York	$200M	+$56.7M	15	7.98%	Increased
807	Tran Capital Management San Rafael, California	$199M	-$1.21M	3	17.48%	Reduced
808	HC Henshaw Capital Woburn, Massachusetts	$199M	-$169K	5	11.65%	Reduced
809	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$199M	+$24.6M	11	9.43%	Increased
810	Gotham Asset Management New York	$199M	-$3.37M	17	6.15%	Reduced
811	Unigestion Holding Geneva, Switzerland	$199M	-$4.73M	7	8.49%	Reduced
812	Chicago Capital Chicago, Illinois	$198M	+$4.45M	7	8.54%	Increased
813	Advisor Partners Walnut Creek, California	$198M	+$330K	11	12.38%	Increased
814	PIM Platinum Investment Management Sydney Australia 2000, Australia	$197M	-$22.8M	7	6.06%	Reduced
815	Curi RMB Capital Chicago, Illinois	$197M	+$4.99M	8	6.22%	Increased
816	Bowen Hanes & Co Ponte Vedra Beach, Florida	$196M	-$34M	7	5.85%	Reduced
817	First National Bank of Omaha Omaha, Nebraska	$196M	-$5.96M	5	10.01%	Reduced
818	Parker Investment Management Menlo Park, California	$196M	+$42.4M	4	18.92%	Increased
819	Soma Equity Partners San Francisco, California	$196M	+$30.9M	1	6.48%	Increased
820	Logan Capital Management Newtown Square, Pennsylvania	$195M	+$2.18M	9	9.42%	Increased
821	Sigma Planning Corp Ann Arbor, Michigan	$195M	-$834K	20	5.83%	Reduced
822	DAM Davis Asset Management Sausalito, California	$194M	+$19M	2	9.49%	Increased
823	Hardman Johnston Global Advisors Stamford, Connecticut	$192M	-$8.18M	4	6.17%	Reduced
824	ZWJ Investment Counsel Atlanta, Georgia	$192M	-$4.06M	8	10.17%	Reduced
825	Davidson Investment Advisors Great Falls, Montana	$192M	+$8.09M	5	13.9%	Increased