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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	Roffman Miller Associates Philadelphia, Pennsylvania	$135M	+$3.2M	5	11.71%	Increased
877	Jasper Ridge Partners Menlo Park, California	$135M	-$1.85M	10	8.19%	Reduced
878	Shapiro Capital Management Atlanta, Georgia	$135M	+$50.5M	2	3.38%	Increased
879	Reynders McVeigh Capital Management Boston, Massachusetts	$135M	+$668K	7	10.09%	Increased
880	Capital International Sarl Los Angeles, California	$134M	-$29.4M	6	10.75%	Reduced
881	Alpha Cubed Investments Irvine, California	$134M	+$8.32M	7	9.71%	Increased
882	Avity Investment Management Greenwich, Connecticut	$133M	+$498K	7	13.7%	Increased
883	Coronation Fund Managers Cape Town, South Africa	$133M	-$51M	5	7.39%	Reduced
884	Franklin Street Advisors Chapel Hill, North Carolina	$133M	+$1.05M	6	12.57%	Increased
885	Smith Salley Wealth Management Greensboro, North Carolina	$132M	+$5.31M	6	11.45%	Increased
886	Weiss Multi-Strategy Advisers New York	$132M	-$18M	14	3.98%	Reduced
887	Bronte Capital Management Bondi Junction, Australia	$132M	+$2.09M	2	15.12%	Increased
888	Baldwin Wealth Partners Marion, Massachusetts	$132M	-$576K	17	17.09%	Reduced
889	Guinness Asset Management London, United Kingdom	$131M	+$2.33M	4	5.16%	Increased
890	Mill Capital Management Concord, North Carolina	$131M	+$8.91M	6	14.51%	Increased
891	TP Thunderbird Partners London, United Kingdom	$131M	-$61.9M	3	31.16%	Reduced
892	AIA Group Hong Kong	$131M	-$14.6M	12	7.03%	Reduced
893	Parallel Advisors San Francisco, California	$130M	-$783K	30	5.98%	Reduced
894	Vaughan David Investments Peoria, Illinois	$129M	-$232K	6	4.13%	Reduced
895	UI Untitled Investments New York	$129M	+$41.8M	3	31.96%	Increased
896	Siemens Fonds Invest Munich, Germany	$128M	-$3.61M	10	13.59%	Reduced
897	Rheos Capital Works Tokyo, Japan	$128M	-$64M	7	9.63%	Reduced
898	GMT Capital Atlanta, Georgia	$128M	+$17.5M	6	8.15%	Increased
899	Neville Rodie & Shaw New York	$128M	-$2.19M	7	11.46%	Reduced
900	Howard Capital Management Group Los Angeles, California	$128M	-$577K	6	15.02%	Reduced