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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	Eastern Bank Boston, Massachusetts	$54M	+$10.2M	6	4.21%	Increased
877	Jones Financial Companies Des Peres, Missouri	$54M	+$1.15M	5	0.2%	Increased
878	IQ EQ Fund Management Dublin 2, Ireland	$54M	-$6.75M	5	9.8%	Reduced
879	Neville Rodie & Shaw New York	$53.9M	+$224K	7	6.36%	Increased
880	RI Redwood Investments Boston, Massachusetts	$53.7M	+$7.24M	4	4.85%	Increased
881	Caxton Associates (New York) New York	$53.7M	+$1.26M	4	2.42%	Increased
882	LS Investment Advisors Bloomfield Hills, Michigan	$53.7M	+$834K	11	3.79%	Increased
883	Raymond James Trust St. Petersburg, Florida	$53.7M	+$3.91M	8	4.28%	Increased
884	Whitebox Advisors Minneapolis, Minnesota	$53.6M	+$11.7M	1	2.12%	Increased
885	IG Ithaka Group Arlington, Virginia	$53.6M	-$10M	3	10.56%	Reduced
886	Meritage Portfolio Management Overland Park, Kansas	$53.5M	+$9.5M	6	5.85%	Increased
887	DS Dalal Street West Lake Hills, Texas	$53.4M	$0	1	15.39%	Maintained
888	VCM Violich Capital Management San Francisco, California	$53.3M	+$3.39M	6	16.37%	Increased
889	AIA Group Hong Kong	$53.2M	+$23M	1	67.46%	Increased
890	CC Carlson Capital Dallas, Texas	$53.1M	-$32.3M	4	0.64%	Reduced
891	Davidson Investment Advisors Great Falls, Montana	$53.1M	-$111K	6	7.56%	Reduced
892	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$53M	+$3.11M	3	7.99%	Increased
893	Intact Investment Management Montreal, Quebec, Canada	$52.9M	-$749K	7	1.96%	Reduced
894	Chilton Capital Management Houston, Texas	$52.8M	-$3.86M	5	5.53%	Reduced
895	PFM Parsec Financial Management Asheville, North Carolina	$52.7M	-$553K	6	4.59%	Reduced
896	Fullerton Fund Management Singapore	$52.5M	-$24.4M	1	30.26%	Reduced
897	Graticule Asia Macro Advisors New York	$52.4M	+$29.9M	2	6.32%	Increased
898	SWITC Stewart West Indies Trading Company Boulder, Colorado	$52.2M	$0	2	4.65%	Maintained
899	LCM Lomas Capital Management New York	$51.9M	-$5.54M	2	11.47%	Reduced
900	Regal Partners Sydney, NSW, Australia	$51.7M	+$2.21M	1	13.03%	Increased