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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
901	LGT Capital Partners Pfaeffikon, Switzerland	$34.7M	-$2.02M	5	8.85%	Reduced
902	GCM GoodHaven Capital Management Millburn, New Jersey	$34.6M	-$28.9M	2	8.44%	Reduced
903	Parsons Capital Management Providence, Rhode Island	$34.6M	+$504K	7	4.58%	Increased
904	Essex Investment Management Boston, Massachusetts	$34.5M	+$1.67M	5	5.03%	Increased
905	Ionic Capital Management New York	$34.4M	+$12.8M	3	0.97%	Increased
906	Veritas Investment Management (UK) London, United Kingdom	$34.3M	+$7.15M	4	27.45%	Increased
907	HT HAP Trading New York	$34.3M	+$23.5M	3	1.27%	Increased
908	Quantitative Investment Management Charlottesville, Virginia	$34.2M	+$32.9M	7	5.28%	New
909	BCM Boltwood Capital Management Walnut Creek, California	$34.2M	+$1.67M	5	9.75%	Increased
910	Melvin Capital Management New York	$34.1M	+$34.3M	1	3.76%	New
911	Meeder Asset Management Dublin, Ohio	$33.8M	+$5.94M	6	4.3%	Increased
912	Meiji Yasuda Life Insurance Tokyo, Japan	$33.8M	-$656K	8	5.01%	Reduced
913	Night Owl Capital Management Greenwich, Connecticut	$33.8M	-$6.72M	3	16.64%	Reduced
914	Davidson Investment Advisors Great Falls, Montana	$33.6M	+$1.19M	4	5.04%	Increased
915	Stratton Management King Of Prussia, Pennsylvania	$33.6M	+$1.69M	5	1.38%	Increased
916	Edgemoor Investment Advisors Bethesda, Maryland	$33.6M	-$7.44M	3	4.93%	Reduced
917	Maryland Capital Management Towson, Maryland	$33.6M	+$681K	5	5.52%	Increased
918	Locust Wood Capital Advisers New York	$33.4M	+$3.52M	1	4.43%	Increased
919	Fullerton Fund Management Singapore	$33.4M	+$33M	1	30.22%	New
920	Brinker Capital Berwyn, Pennsylvania	$33.4M	-$5.43M	5	2.68%	Reduced
921	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$33.3M	-$34.7M	1	20.31%	Reduced
922	Highland Capital Management (Tennessee) Memphis, Tennessee	$33.3M	-$1.11M	4	6.23%	Reduced
923	Majedie Asset Management London, United Kingdom	$33.2M	+$11.8M	3	6.54%	Increased
924	AC Amici Capital New York	$33.2M	-$27.3M	2	1.5%	Reduced
925	CK Cohen Klingenstein New York	$33.1M	$0	6	6.22%	Maintained