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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	BCM Barometer Capital Management Toronto, Ontario, Canada	$54M	+$33.1M	4	5.23%	Increased
827	Maryland Capital Management Towson, Maryland	$54M	+$5.72M	6	7.97%	Increased
828	TM Thrax Management New York	$54M	+$50.9M	3	11.13%	New
829	Summit Partners Public Asset Management Boston, Massachusetts	$54M	+$5.89M	3	14%	Increased
830	Nexus Investment Management Toronto, Ontario, Canada	$54M	+$6.18M	4	10.84%	Increased
831	Howard Capital Management (New York) New York	$53.9M	-$982K	5	10.57%	Reduced
832	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$53.9M	+$6.64M	9	8.1%	Increased
833	CK Cohen Klingenstein New York	$53.8M	+$377K	7	10.04%	Increased
834	Analytic Investors Los Angeles, California	$53.8M	-$13.8M	6	0.67%	Reduced
835	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$53.6M	+$8.96M	6	4.57%	Increased
836	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$53.6M	+$31.3M	4	5.99%	Increased
837	IVMX Institutional Venture Management XIV Menlo Park, California	$53.5M	+$58.4M	1	56.2%	New
838	Capital Fund Management (CFM) Paris, France	$53.5M	-$63.5M	5	0.55%	Reduced
839	F.L. Putnam Investment Management Lynnfield, Massachusetts	$53.4M	+$747K	5	6.25%	Increased
840	KP Kiltearn Partners Edinburgh, United Kingdom	$53.4M	-$39M	1	2.6%	Reduced
841	Covington Capital Management Los Angeles, California	$53.2M	+$355K	5	5.18%	Increased
842	Coldstream Capital Management Bellevue, Washington	$52.7M	-$817K	6	11.44%	Reduced
843	Tower Bridge Advisors Conshohocken, Pennsylvania	$52.5M	-$2.89M	6	6.84%	Reduced
844	DS Dalal Street West Lake Hills, Texas	$52.5M	$0	1	13.85%	Maintained
845	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$52.3M	+$6.1M	7	3.77%	Increased
846	QAM Quentec Asset Management New York	$52.3M	+$33.6M	4	9.19%	Increased
847	Huber Capital Management El Segundo, California	$52.2M	+$3.1M	3	1.86%	Increased
848	Virtu KCG Holdings New York	$52.1M	+$6.74M	14	0.89%	Increased
849	Freestone Capital Holdings Seattle, Washington	$52.1M	-$1.36M	8	5.4%	Reduced
850	Glenview Trust Louisville, Kentucky	$52M	+$51.5M	7	5.4%	New