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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
826	Meiji Yasuda Asset Management Tokyo, Japan	$31.9M	+$31.5M	7	7.51%	New
827	Front Barnett Associates Chicago, Illinois	$31.9M	+$31.5M	4	7.31%	New
828	Meiji Yasuda Life Insurance Tokyo, Japan	$31.7M	+$31.7M	8	5.83%	New
829	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$31.7M	+$32.1M	4	5.94%	New
830	Wilmington Funds Management Wilmington, Delaware	$31.6M	+$31.7M	8	3%	New
831	Badgley, Phelps & Bell Seattle, Washington	$31.6M	+$30.9M	5	3.71%	New
832	Arden Trust Wilmington, Delaware	$31.5M	+$31.3M	7	3.85%	New
833	Constellation Investments Montgomery, Ohio	$31.5M	+$31.1M	7	10.92%	New
834	Whale Rock Capital Management Boston, Massachusetts	$31.4M	+$30.3M	1	7.06%	New
835	VCM Violich Capital Management San Francisco, California	$31.4M	+$31.2M	4	12.71%	New
836	Sabal Trust St. Petersburg, Florida	$31.3M	+$30.9M	2	5.01%	New
837	Shelton Capital Management Denver, Colorado	$31.3M	+$31.1M	7	5.72%	New
838	GCM Gabalex Capital Management New York	$31.1M	+$29.5M	1	10.66%	New
839	Matrix Asset Advisors White Plains, New York	$31M	+$30.1M	3	4.33%	New
840	CCM Century Capital Management Boston, Massachusetts	$30.8M	+$30.7M	3	1.21%	New
841	Bowen Hanes & Co Ponte Vedra Beach, Florida	$30.7M	+$32.6M	2	1.64%	New
842	Parallax Volatility Advisers San Francisco, California	$30.7M	+$30.6M	6	0.14%	New
843	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$30.6M	+$31.2M	7	1.83%	New
844	Stewart & Patten Company Lafayette, California	$30.6M	+$31M	4	6.57%	New
845	Nexus Investment Management Toronto, Ontario, Canada	$30.6M	+$27.9M	2	6.84%	New
846	W.P. Stewart & Co New York	$30.5M	+$29.3M	1	1.62%	New
847	EC Everest Capital Miami, Florida	$30.4M	+$29.3M	1	4.48%	New
848	Essex Investment Management Boston, Massachusetts	$30.3M	+$29.3M	6	5.35%	New
849	CPM Chesapeake Partners Management Baltimore, Maryland	$30.3M	+$30.6M	2	1.94%	New
850	Cambridge Investment Research Advisors Fairfield, Iowa	$30.3M	+$30.4M	5	1.54%	New