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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	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$77.7M	+$83M	12	4.6%	New
877	SCM Suvretta Capital Management New York	$77.7M	-$379M	2	4.63%	Reduced
878	Edgemoor Investment Advisors Bethesda, Maryland	$76.9M	-$432K	6	11.47%	Reduced
879	Wilmington Savings Fund Society Wilmington, Delaware	$76.9M	+$3.42M	6	4.67%	Increased
880	InterOcean Capital Chicago, Illinois	$76.6M	+$14.8M	6	8.11%	Increased
881	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$76.2M	+$81.8M	6	29.89%	New
882	Trust Company of Vermont Brattleboro, Vermont	$76M	+$1.25M	12	7.35%	Increased
883	Cetera Advisor Networks El Segundo, California	$75.9M	-$1.88M	10	2.94%	Reduced
884	CF Cypress Funds Los Angeles, California	$75.9M	-$3.33M	2	18.92%	Reduced
885	CC Carve Capital Stockholm, Sweden	$75.6M	-$68.6M	2	32.84%	Reduced
886	Park National Corp Newark, Ohio	$75.5M	-$19.9M	7	4.68%	Reduced
887	Deltec Asset Management New York	$75.4M	+$4.25M	7	20.83%	Increased
888	RCM Riverpark Capital Management New York	$75.1M	+$34.9M	4	17.22%	Increased
889	Southpoint Capital Advisors New York	$75.1M	+$83.1M	1	3.63%	New
890	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$75M	+$5.27M	5	15.71%	Increased
891	Philadelphia Trust Company Philadelphia, Pennsylvania	$74.7M	-$13M	6	7.98%	Reduced
892	KCM Keywise Capital Management Grand Cayman, Cayman Islands	$74.6M	+$30.3M	1	58.67%	Increased
893	Think Investments San Francisco, California	$74.6M	-$7.32M	2	44.48%	Reduced
894	Weiss Multi-Strategy Advisers New York	$74.2M	+$31.4M	8	3.09%	Increased
895	KCM Investment Advisors Greenbrae, California	$74.1M	+$2.78M	7	4.9%	Increased
896	QCI Asset Management Pittsford, New York	$74M	+$9.7M	7	8.12%	Increased
897	CIM Chiron Investment Management New York	$73.4M	-$123M	2	9.24%	Reduced
898	BPI Battery Partners IX Boston, Massachusetts	$73.4M	-$1.75M	1	26.77%	Reduced
899	Torray Investment Partners Bethesda, Maryland	$73.4M	+$14.9M	6	8.71%	Increased
900	AG Aravt Global New York	$73.2M	+$23.2M	2	10.47%	Increased