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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	Clarkston Capital Partners Rochester, Michigan	$81.7M	-$6.16M	6	3.17%	Reduced
827	First Long Island Investors Jericho, New York	$81.5M	-$1.09M	4	11.07%	Reduced
828	BC Brahman Capital New York	$81.3M	-$106M	1	3.07%	Reduced
829	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$80.9M	-$25M	10	7.86%	Reduced
830	CIP Champlain Investment Partners Burlington, Vermont	$80.2M	-$4.64M	2	0.91%	Reduced
831	Boston Common Asset Management Boston, Massachusetts	$80.1M	-$1.24M	5	9.51%	Reduced
832	Old National Bancorp Evansville, Indiana	$80.1M	-$2.58M	10	4.14%	Reduced
833	Maryland Capital Management Towson, Maryland	$80.1M	-$2.55M	6	11.85%	Reduced
834	Governors Lane New York	$80M	+$9.8M	1	2.93%	Increased
835	Palladium Partners Norfolk, Virginia	$79.7M	-$2.69M	6	5.77%	Reduced
836	Capital Advisors Inc Tulsa, Oklahoma	$79.7M	+$6.09M	6	4.67%	Increased
837	Huber Capital Management El Segundo, California	$79.5M	+$14.7M	4	4.33%	Increased
838	Citizens Financial Group Providence, Rhode Island	$79.3M	+$290K	10	6.4%	Increased
839	PFC Poplar Forest Capital Pasadena, California	$79.3M	-$6.55M	5	6.32%	Reduced
840	Burney Company Reston, Virginia	$79M	+$12.2M	12	4.46%	Increased
841	TAM Telemark Asset Management Boston, Massachusetts	$78.7M	-$16.6M	2	15.43%	Reduced
842	RIG Roosevelt Investment Group New York	$78.7M	+$6.37M	5	7.22%	Increased
843	GLG Partners London, United Kingdom	$78.5M	-$13.7M	6	3.67%	Reduced
844	Hyperion Asset Management Brisbane, Australia	$78.4M	+$75.2M	2	31.03%	New
845	Onex Canada Asset Management Toronto, Ontario, Canada	$78.2M	+$3.99M	4	4.08%	Increased
846	Moody Lynn & Lieberson Boston, Massachusetts	$77.9M	-$1.74M	6	8.32%	Reduced
847	Livforsakringsbolaget Skandia Stockholm, Sweden	$77.8M	-$13.3M	11	7.44%	Reduced
848	First National Bank of Omaha Omaha, Nebraska	$77.7M	+$1.79M	5	4.53%	Increased
849	Granite Investment Partners El Segundo, California	$77.4M	-$5.75M	6	4.88%	Reduced
850	Howard Capital Management (New York) New York	$77.3M	-$748K	5	11.37%	Reduced