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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	Slate Path Capital New York	$67.1M	+$67.1M	1	2.55%	New
852	RIG Roosevelt Investment Group New York	$66.9M	+$713K	5	6.15%	Increased
853	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$66.8M	-$16.5M	4	14.6%	Reduced
854	Colony Group Boston, Massachusetts	$66.8M	+$7.69M	7	4.76%	Increased
855	Sumitomo Life Insurance Tokyo, Japan	$66.5M	+$1.12M	9	8.68%	Increased
856	Nippon Life Insurance Tokyo, Japan	$66.1M	-$3.05M	9	1.27%	Reduced
857	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$66.1M	-$47.7K	6	6.78%	Reduced
858	Community Trust & Investment Versailles, Kentucky	$65.9M	-$434K	5	7.36%	Reduced
859	Global Endowment Management Charlotte, North Carolina	$65.8M	-$8.29M	5	8.95%	Reduced
860	Howard Capital Management (New York) New York	$65.7M	-$493K	5	10.33%	Reduced
861	Wealthfront Palo Alto, California	$65.4M	+$8.6M	10	0.98%	Increased
862	GAM GVO Asset Management Zug, Switzerland	$65.3M	-$80.6M	2	13.17%	Reduced
863	OFM Okumus Fund Management Grand Cayman, Cayman Islands	$65.2M	-$21M	1	14.44%	Reduced
864	CCM Conatus Capital Management Greenwich, Connecticut	$65.1M	+$6.92M	2	5.98%	Increased
865	Old Republic International (ORI) Chicago, Illinois	$64.6M	+$4.1M	1	2.11%	Increased
866	First National Bank of Omaha Omaha, Nebraska	$64.6M	-$4.45M	5	4.03%	Reduced
867	Maj Invest Holding A/S Copenhagen K, Denmark	$64.3M	-$37.3M	2	4.41%	Reduced
868	Glenview Trust Louisville, Kentucky	$64.2M	-$886K	6	4.98%	Reduced
869	Think Investments San Francisco, California	$64.1M	+$4.68M	3	17.85%	Increased
870	ARK Investment Management St. Petersburg, Florida	$64.1M	+$23.1M	7	12.48%	Increased
871	Amica Pension Fund Board of Trustees Providence, Rhode Island	$63.7M	-$1.47M	8	7.89%	Reduced
872	KCM Kingdon Capital Management New York	$63.3M	+$38.4M	2	4.33%	Increased
873	Onex Canada Asset Management Toronto, Ontario, Canada	$63.3M	-$65.9M	4	5.79%	Reduced
874	Boston Financial Management Boston, Massachusetts	$63.1M	+$411K	6	4.53%	Increased
875	Buckingham Capital Management (New York) New York	$63M	+$12.5M	3	7.38%	Increased