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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	Mariner Independent Advisor Network Overland Park, Kansas	$130M	+$38.6M	9	5.57%	Increased
852	Capital International Sarl Los Angeles, California	$129M	+$6.24M	7	10.45%	Increased
853	Shapiro Capital Management Atlanta, Georgia	$129M	+$11.9M	2	3.84%	Increased
854	Aptus Capital Advisors Fairhope, Alabama	$129M	+$15.4M	8	3.11%	Increased
855	TA Trivest Advisors Hong Kong	$129M	-$43.2M	4	44.38%	Reduced
856	Natixis Investment Managers International Paris, France	$129M	-$249M	5	10.3%	Reduced
857	Crake Asset Management London, United Kingdom	$129M	+$17.4M	4	37.24%	Increased
858	Alpine Associates Management Palm Beach, Florida	$128M	+$44.4M	1	5.34%	Increased
859	IVMX Institutional Venture Management XVI Menlo Park, California	$128M	-$35.8M	1	29.69%	Reduced
860	Jericho Capital Asset Management New York	$128M	-$106M	1	8.12%	Reduced
861	Becker Capital Management Portland, Oregon	$128M	+$1.71M	6	6.71%	Increased
862	Timucuan Asset Management Jacksonville, Florida	$128M	+$5.54M	2	6.11%	Increased
863	Farmers & Merchants Investments Inc Lincoln, Nebraska	$128M	+$1.4M	17	5.75%	Increased
864	Alpha Cubed Investments Irvine, California	$127M	+$3.84M	7	9.93%	Increased
865	GAMCO Investors Greenwich, Connecticut	$127M	-$2.9M	14	1.5%	Reduced
866	Kintegral Advisory New York	$127M	$0	7	17.64%	Maintained
867	Meritage Portfolio Management Overland Park, Kansas	$127M	-$10.5M	6	10.52%	Reduced
868	Livforsakringsbolaget Skandia Stockholm, Sweden	$127M	-$48.6M	14	15.64%	Reduced
869	Eagle Global Advisors Houston, Texas	$126M	-$1.44M	6	9.49%	Reduced
870	TT International Asset Management London, United Kingdom	$126M	+$3.84M	2	14.24%	Increased
871	Meiji Yasuda Asset Management Tokyo, Japan	$126M	-$1.19M	11	7.33%	Reduced
872	Wilmington Savings Fund Society Wilmington, Delaware	$125M	-$1.4M	7	6.13%	Reduced
873	Roffman Miller Associates Philadelphia, Pennsylvania	$125M	+$1M	5	11.44%	Increased
874	Reynders McVeigh Capital Management Boston, Massachusetts	$125M	+$2.53M	7	9.72%	Increased
875	PEAK6 Investments Chicago, Illinois	$125M	+$75.6M	20	0.52%	Increased