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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	LS Investment Advisors Bloomfield Hills, Michigan	$73.2M	-$3.13M	12	4.26%	Reduced
877	VAM ValueInvest Asset Management Luxembourg	$73M	-$11.9M	1	4.51%	Reduced
878	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$72.9M	-$1.82M	3	9.33%	Reduced
879	AHL Partners London, United Kingdom	$72.4M	-$51.9M	13	1.13%	Reduced
880	PEAK6 Group Chicago, Illinois	$72.1M	-$222M	11	0.34%	Reduced
881	Sumitomo Life Insurance Tokyo, Japan	$72.1M	-$3.47M	8	9.04%	Reduced
882	Private Advisor Group Morristown, New Jersey	$72M	-$34.1M	12	3.04%	Reduced
883	CU CDAM (UK) London, United Kingdom	$71.9M	+$70.5M	1	16.27%	New
884	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$71.9M	-$453K	11	3.59%	Reduced
885	FineMark National Bank & Trust Fort Myers, Florida	$71.6M	-$246K	7	4.55%	Reduced
886	Boston Financial Management Boston, Massachusetts	$71.4M	-$540K	6	4.78%	Reduced
887	Coldstream Capital Management Bellevue, Washington	$71.4M	-$2.98M	8	7.74%	Reduced
888	Ruffer LLP London, United Kingdom	$71.3M	-$238M	4	2.89%	Reduced
889	Hamlin Capital Management New York	$70.9M	+$70.2M	1	2.72%	New
890	Meritage Portfolio Management Overland Park, Kansas	$70.8M	-$1.28M	5	6.78%	Reduced
891	FA FDx Advisors Chicago, Illinois	$70.3M	+$893K	12	1.91%	Increased
892	TM Tiger Management New York	$70.2M	-$40.5M	6	10.97%	Reduced
893	3CP 3G Capital Partners New York	$70.2M	-$28.1M	1	3.99%	Reduced
894	Azimuth Capital Management Bloomfield Hills, Michigan	$70.1M	-$3.49M	8	5.06%	Reduced
895	Wilmington Savings Fund Society Wilmington, Delaware	$69.9M	-$715K	6	3.81%	Reduced
896	Neville Rodie & Shaw New York	$69.8M	+$819K	8	7.35%	Increased
897	VCM Violich Capital Management San Francisco, California	$69.6M	+$1.57M	5	17.73%	Increased
898	AGM Alpine Global Management New York	$69.4M	+$38.7M	6	15.77%	Increased
899	Franklin Street Advisors Chapel Hill, North Carolina	$69.2M	+$2.48M	8	10.36%	Increased
900	CC Carlson Capital Dallas, Texas	$69.2M	-$24.6M	2	1.18%	Reduced