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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	General American Investors New York	$191M	-$2.54M	4	15.97%	Reduced
827	Chartwell Investment Partners Berywn, Pennsylvania	$190M	+$1.71M	10	5.59%	Increased
828	QCI Asset Management Pittsford, New York	$190M	+$703K	5	11.24%	Increased
829	Tran Capital Management San Rafael, California	$189M	-$226K	3	15.64%	Reduced
830	Blue Whale Capital London, United Kingdom	$189M	+$2.95M	3	21.52%	Increased
831	SAM Scopus Asset Management New York	$189M	$0	1	2.46%	Maintained
832	Tower Bridge Advisors Conshohocken, Pennsylvania	$189M	+$874K	8	12.61%	Increased
833	HC Henshaw Capital Woburn, Massachusetts	$188M	+$70.1K	7	11.83%	Increased
834	ZWJ Investment Counsel Atlanta, Georgia	$188M	-$2.71M	7	10.87%	Reduced
835	Granite Investment Partners El Segundo, California	$188M	-$1.48M	7	5.78%	Reduced
836	Group One Trading Chicago, Illinois	$188M	+$390K	19	0.23%	Increased
837	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$187M	-$3.7M	6	34.83%	Reduced
838	Eventide Asset Management Boston, Massachusetts	$187M	+$602K	2	2.52%	Increased
839	XN Exponent Advisors New York	$187M	+$61.5M	3	8.85%	Increased
840	Advisor Partners Walnut Creek, California	$187M	+$2.45M	11	12.29%	Increased
841	Boston Common Asset Management Boston, Massachusetts	$187M	+$23.5M	8	8.03%	Increased
842	Howland Capital Management Boston, Massachusetts	$187M	-$567K	8	9.65%	Reduced
843	Ziegler Capital Management Chicago, Illinois	$186M	-$63.2M	5	6.23%	Reduced
844	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$186M	+$1.18M	6	13.38%	Increased
845	Sigma Planning Corp Ann Arbor, Michigan	$185M	+$11.3M	18	5.52%	Increased
846	Chicago Capital Chicago, Illinois	$185M	+$9.7M	7	7.23%	Increased
847	Meritage Portfolio Management Overland Park, Kansas	$185M	-$1.35M	5	11.15%	Reduced
848	Cortland Associates St Louis, Missouri	$184M	+$6.82M	6	19.24%	Increased
849	Avity Investment Management Greenwich, Connecticut	$183M	-$3.67M	7	15.48%	Reduced
850	Rheos Capital Works Tokyo, Japan	$183M	+$44.2M	4	9.24%	Increased