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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	Davidson Investment Advisors Great Falls, Montana	$91.7M	-$326K	5	9.63%	Reduced
827	Highland Capital Management (Tennessee) Memphis, Tennessee	$91.7M	-$7.05M	10	6.99%	Reduced
828	New Mountain Vantage Advisers New York	$91.6M	-$13.4M	2	7.06%	Reduced
829	ProVise Management Group Clearwater, Florida	$91.6M	+$1.39M	6	6.9%	Increased
830	CA Cornerstone Advisors Asheville, North Carolina	$91.1M	$0	4	11.02%	Maintained
831	PFC Poplar Forest Capital Pasadena, California	$90.5M	+$12M	5	7.59%	Increased
832	WorldQuant Millennium Advisors New York	$90.1M	+$85.1M	5	3.45%	New
833	R.M. Davis Inc Portland, Maine	$90M	+$200K	6	3.5%	Increased
834	Caledonia Investments plc (UK) London England, United Kingdom	$89.9M	-$4.48M	2	24.43%	Reduced
835	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$89.9M	+$4.93M	7	9.38%	Increased
836	HSC Harbor Spring Capital New York	$89.7M	$0	2	7.72%	Maintained
837	First Allied Advisory Services San Diego, California	$89.6M	-$6.22M	11	3.38%	Reduced
838	F.L. Putnam Investment Management Lynnfield, Massachusetts	$89.6M	-$7.91M	6	8.67%	Reduced
839	Barton Investment Management West Conshohocken, Pennsylvania	$89.4M	-$1.61M	5	14.46%	Reduced
840	Sumitomo Life Insurance Tokyo, Japan	$89.2M	+$5.12M	9	10.94%	Increased
841	CC Carve Capital Stockholm, Sweden	$89.1M	+$86.4M	2	27.35%	New
842	Capital International Sarl Los Angeles, California	$89.1M	-$9.18M	7	9.01%	Reduced
843	Hyperion Asset Management Brisbane, Australia	$89.1M	-$4.02M	3	31.67%	Reduced
844	Cohen & Steers New York	$89M	-$27.2M	6	0.26%	Reduced
845	Timucuan Asset Management Jacksonville, Florida	$88.9M	+$1.48M	1	6.09%	Increased
846	Burney Company Reston, Virginia	$88.8M	+$8.63M	12	5.21%	Increased
847	Philadelphia Trust Company Philadelphia, Pennsylvania	$88.7M	-$10.5M	7	7.93%	Reduced
848	CGI Calixto Global Investors Coral Gables, Florida	$88.5M	-$12.1M	2	22.53%	Reduced
849	Hamlin Capital Management New York	$88.3M	-$1.63M	1	3.59%	Reduced
850	Cryder Capital Partners London, United Kingdom	$88.3M	+$33.4M	2	14.42%	Increased