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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
851	PVH Psagot Value Holdings Tel Aviv, Israel	$38.6M	-$1.92M	4	1.22%	Reduced
852	IG Ithaka Group Arlington, Virginia	$38.6M	-$3.43M	3	6.11%	Reduced
853	Amalgamated Bank New York	$38.6M	+$9.4M	9	4.71%	Increased
854	CCM Chautauqua Capital Management Boulder, Colorado	$38.5M	+$21.5M	3	9.78%	Increased
855	Aviance Capital Management Sarasota, Florida	$38.3M	-$5.27M	3	1.42%	Reduced
856	Coldstream Capital Management Bellevue, Washington	$38.3M	-$1.73M	3	10.55%	Reduced
857	IIM Ivory Investment Management New York	$38.2M	+$40.9M	1	0.9%	New
858	Cubist Systematic Strategies Stamford, Connecticut	$37.9M	+$2.64M	13	1.86%	Increased
859	E. Ohman J:or Asset Management Stockholm, Sweden	$37.9M	+$1.86M	8	8.78%	Increased
860	Boston Financial Management Boston, Massachusetts	$37.8M	+$927K	6	4.74%	Increased
861	DS Dalal Street West Lake Hills, Texas	$37.8M	$0	1	7.06%	Maintained
862	VCM Violich Capital Management San Francisco, California	$37.8M	+$250K	4	12.26%	Increased
863	Country Club Trust Kansas City, Missouri	$37.6M	+$1.79M	4	5.3%	Increased
864	BCM Brown Capital Management Baltimore, Maryland	$37.5M	+$165K	6	0.62%	Increased
865	WA Wintergreen Advisers Mount Olive, New Jersey	$37.5M	$0	1	6.19%	Maintained
866	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$37.5M	-$1.07M	1	4.6%	Reduced
867	SCM Steadfast Capital Management New York	$37.4M	-$38.3M	1	0.52%	Reduced
868	CPM Crescent Park Management East Palo Alto, California	$37.4M	+$13.5M	1	12.13%	Increased
869	Think Investments San Francisco, California	$37.3M	+$5.65M	1	13.8%	Increased
870	Melvin Capital Management New York	$37.2M	-$3.52M	1	2.41%	Reduced
871	North Star Asset Management Neenah, Wisconsin	$36.9M	-$493K	5	4.18%	Reduced
872	PCM Palestra Capital Management New York	$36.9M	-$20.7M	1	3.24%	Reduced
873	RWWM Inc Rocklin, California	$36.6M	+$1.07M	2	19.58%	Increased
874	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$36.6M	-$407K	2	5.63%	Reduced
875	Martin Currie Edinburgh, United Kingdom	$36.6M	-$1.4M	4	3.27%	Reduced