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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	CK Cohen Klingenstein New York	$50.8M	-$165K	7	9.58%	Reduced
852	Jones Financial Companies Des Peres, Missouri	$50.8M	+$1.98M	6	0.3%	Increased
853	Howard Capital Management (New York) New York	$50.6M	-$946K	5	9.94%	Reduced
854	Meag Munich Ergo Munich, Germany	$50.6M	-$28.6M	6	2.61%	Reduced
855	MSI Financial Services Springfield, Massachusetts	$50.5M	+$5.69M	16	2.12%	Increased
856	Boston Common Asset Management Boston, Massachusetts	$50.4M	+$14.9M	6	2.85%	Increased
857	D.J. St. Germain Springfield, Massachusetts	$50.3M	-$320K	5	7.18%	Reduced
858	Dragoneer Investment Group San Francisco, California	$49.9M	-$12.2M	1	15.72%	Reduced
859	Capital Growth Management Boston, Massachusetts	$49.9M	-$43.5M	1	2.13%	Reduced
860	EULAV Asset Management Sarasota, Florida	$49.9M	+$3.07M	5	2.79%	Increased
861	Citizens Financial Group Providence, Rhode Island	$49.9M	+$1.73M	11	4.8%	Increased
862	Onex Canada Asset Management Toronto, Ontario, Canada	$49.7M	-$34.8M	3	4.45%	Reduced
863	PIMC Praesidium Investment Management Company New York	$49.6M	-$31M	1	4.42%	Reduced
864	ESG Emerging Sovereign Group New York	$49.6M	+$47.7M	1	3.03%	New
865	Altimeter Capital Management Boston, Massachusetts	$49.5M	+$10M	2	3.23%	Increased
866	Barton Investment Management West Conshohocken, Pennsylvania	$49.5M	+$14.6M	5	13.57%	Increased
867	Jefferies Group New York	$49.3M	+$3.9M	11	0.28%	Increased
868	Ally Financial Detroit, Michigan	$49.3M	+$24.4M	7	6.88%	Increased
869	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$49.2M	+$488K	10	3.29%	Increased
870	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$49.2M	-$1.31M	5	5.99%	Reduced
871	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$49.1M	-$1.03M	4	6.9%	Reduced
872	Neville Rodie & Shaw New York	$49.1M	+$3.88M	7	5.96%	Increased
873	JCM Jag Capital Management St Louis, Missouri	$49.1M	+$6.17M	7	10.04%	Increased
874	NS Partners London, United Kingdom	$48.9M	+$7.15M	6	8.81%	Increased
875	Veritas Investment Management (UK) London, United Kingdom	$48.8M	+$757K	5	24.35%	Increased