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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
876	GPCM Greenbrier Partners Capital Management Dallas, Texas	$32.5M	-$30.5K	1	8.15%	Reduced
877	Meiji Yasuda Life Insurance Tokyo, Japan	$32.4M	-$1.22M	7	5.12%	Reduced
878	BA Birinyi Associates Westport, Connecticut	$32.3M	-$30.2K	5	14.82%	Reduced
879	Godsey & Gibb Inc Richmond, Virginia	$32.3M	-$448K	4	6.12%	Reduced
880	Parthenon LLC Louisville, Kentucky	$32.3M	+$26.5K	4	9.53%	Increased
881	Jane Street New York	$32.3M	-$129M	7	0.41%	Reduced
882	Pillar Pacific Capital Management Pacifica, California	$32.2M	+$971K	6	6.03%	Increased
883	Convergence Investment Partners Palm Beach Gardens, Florida	$32.1M	+$3.08M	7	4.24%	Increased
884	Light Street Capital Management Palo Alto, California	$32.1M	+$18.4M	1	4.44%	Increased
885	Amalgamated Bank New York	$32M	+$2.99M	7	4.83%	Increased
886	KCP Kenmare Capital Partners New York	$31.9M	-$29.9K	1	15.8%	Reduced
887	SIG Schaller Investment Group Winston Salem, North Carolina	$31.9M	-$2.04M	3	18.89%	Reduced
888	GHA Garcia Hamilton & Associates Houston, Texas	$31.8M	-$2.82M	4	7.47%	Reduced
889	Meiji Yasuda Asset Management Tokyo, Japan	$31.8M	-$2.47M	7	6.54%	Reduced
890	Robeco Schweiz Zurich, Switzerland	$31.7M	+$5.84M	4	2.59%	Increased
891	Curi RMB Capital Chicago, Illinois	$31.6M	+$2.01M	5	2%	Increased
892	Dowling & Yahnke San Diego, California	$31.6M	-$248K	5	4.08%	Reduced
893	ZA Zweig Advisers Hartford, Connecticut	$31.6M	+$1.86M	3	4.41%	Increased
894	MIS Morningstar Investment Services Chicago, Illinois	$31.4M	+$6.25M	5	1.82%	Increased
895	Greenleaf Trust Kalamazoo, Michigan	$31.2M	+$2.02M	5	0.99%	Increased
896	Reilly Financial Advisors La Mesa, California	$31.2M	+$8.8M	6	7.4%	Increased
897	Moody Lynn & Lieberson Boston, Massachusetts	$31.1M	-$3.39M	3	4.27%	Reduced
898	TM Tiger Management New York	$31M	+$6.78M	1	11.29%	Increased
899	Wilmington Funds Management Wilmington, Delaware	$31M	+$5.05M	7	3.13%	Increased
900	Mechanics Bank - Trust Department Walnut Creek, California	$30.9M	-$10M	4	8.86%	Reduced