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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	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$60.9M	+$146K	5	7.87%	Increased
827	Tokio Marine Asset Management Tokyo, Japan	$60.9M	-$6.97M	10	7.02%	Reduced
828	Amica Pension Fund Board of Trustees Providence, Rhode Island	$60.3M	+$62.2K	8	7.25%	Increased
829	Wilmington Savings Fund Society Wilmington, Delaware	$60M	-$1.19M	6	3.76%	Reduced
830	IIM Ivory Investment Management New York	$59.9M	-$163M	2	2.46%	Reduced
831	Denver Investment Advisors Denver, Colorado	$59.9M	-$4.84M	8	2.53%	Reduced
832	Nexus Investment Management Toronto, Ontario, Canada	$59.8M	-$1.06M	4	10.16%	Reduced
833	Antipodes Partners Royal Exchange, Australia	$59.8M	+$58M	2	13.44%	New
834	RIG Roosevelt Investment Group New York	$59.7M	-$7.43M	5	5.29%	Reduced
835	Academy Capital Management Waco, Texas	$59.5M	-$252K	5	16.19%	Reduced
836	First Allied Advisory Services San Diego, California	$59.5M	+$4.91M	9	3.01%	Increased
837	GPCM Greenbrier Partners Capital Management Dallas, Texas	$59.2M	+$3.92M	3	14.91%	Increased
838	Davidson Kempner Capital Management New York	$59.1M	+$57.2M	1	1.2%	New
839	Boston Common Asset Management Boston, Massachusetts	$59.1M	+$3.89M	7	8.63%	Increased
840	Coldstream Capital Management Bellevue, Washington	$59M	+$4.29M	7	9.61%	Increased
841	Private Wealth Partners Mill Valley, California	$59M	+$7.05M	6	14.01%	Increased
842	HH H7 Holdings Charlottesville, Virginia	$58.9M	+$64.6M	1	41.66%	New
843	IC Immersion Capital London, United Kingdom	$58.7M	$0	1	21.73%	Maintained
844	Meeder Asset Management Dublin, Ohio	$58.5M	+$262K	11	5.6%	Increased
845	SG Swarthmore Group Philadelphia, Pennsylvania	$58.1M	+$529K	5	8.68%	Increased
846	EP Edinburgh Partners Edinburgh, United Kingdom	$58M	-$3.57M	4	12.21%	Reduced
847	CPH C Partners Holding Zurich, Switzerland	$58M	+$35.6M	2	18.99%	Increased
848	DCP Darsana Capital Partners New York	$57.9M	+$58.4M	1	2.8%	New
849	Jupiter Asset Management London, United Kingdom	$57.7M	+$10.1M	4	2.16%	Increased
850	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$57.7M	-$33.4M	4	10.96%	Reduced