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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	Sumitomo Life Insurance Tokyo, Japan	$94.5M	-$5.88M	9	11.36%	Reduced
852	Mondrian Investment Partners London, United Kingdom	$94M	-$23.1M	1	2.94%	Reduced
853	Chilton Capital Management Houston, Texas	$93.9M	-$716K	5	7.76%	Reduced
854	Hamlin Capital Management New York	$93.4M	-$2.04M	1	3.66%	Reduced
855	PKO Investment Management Joint-Stock Warsaw, Poland	$93.4M	-$1.11M	3	18.7%	Reduced
856	Cetera Advisor Networks El Segundo, California	$93.3M	+$11.7M	12	3.24%	Increased
857	YHB Investment Advisors West Hartford, Connecticut	$92.8M	-$3M	7	14.02%	Reduced
858	Summitry LLC Foster City, California	$92.7M	-$21.2M	5	7.9%	Reduced
859	First Long Island Investors Jericho, New York	$92.5M	-$5.03M	5	11.98%	Reduced
860	BWCA Brenner West Capital Advisors New York	$92M	+$5.24M	3	11.44%	Increased
861	SRAM Stone Ridge Asset Management New York	$92M	-$34.4M	12	4.93%	Reduced
862	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$91.6M	-$7.79M	7	9.02%	Reduced
863	Trust Company of Vermont Brattleboro, Vermont	$90.5M	-$673K	12	7.64%	Reduced
864	JCM Jag Capital Management St Louis, Missouri	$90.1M	-$8.16M	7	14.76%	Reduced
865	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$90.1M	+$260K	3	10.5%	Increased
866	CC Carlson Capital Dallas, Texas	$89.5M	-$10.1M	2	1.11%	Reduced
867	IVMX Institutional Venture Management XIV Menlo Park, California	$89.2M	$0	1	36.54%	Maintained
868	HCM Hoplite Capital Management New York	$89.1M	-$20.7M	2	13.08%	Reduced
869	GTP Global Thematic Partners New York	$89M	-$5.6M	1	3.5%	Reduced
870	Boston Common Asset Management Boston, Massachusetts	$88.9M	+$3.98M	6	11.02%	Increased
871	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$88.8M	+$37.9M	2	33.41%	Increased
872	Onex Canada Asset Management Toronto, Ontario, Canada	$88.7M	+$15.4M	3	3.92%	Increased
873	Burney Company Reston, Virginia	$88.6M	-$9.6M	12	5.28%	Reduced
874	Montrusco Bolton Investments Montreal, Quebec, Canada	$88.6M	+$17.3M	3	5.42%	Increased
875	Edgemoor Investment Advisors Bethesda, Maryland	$88.3M	+$2.79M	6	10.95%	Increased