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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	Wilmington Savings Fund Society Wilmington, Delaware	$63.1M	-$1.3M	6	3.61%	Reduced
902	RCM Riverpark Capital Management New York	$63M	-$12.6M	3	8.2%	Reduced
903	PKO Investment Management Joint-Stock Warsaw, Poland	$62.9M	+$9.24M	3	16.93%	Increased
904	Moody Lynn & Lieberson Boston, Massachusetts	$62.9M	-$8.56M	6	7.65%	Reduced
905	VCM Violich Capital Management San Francisco, California	$62.8M	+$293K	5	17.15%	Increased
906	ACP Arrowgrass Capital Partners London, United Kingdom	$62.7M	-$80.4M	1	16.57%	Reduced
907	FA FDx Advisors Chicago, Illinois	$62.6M	+$1.14M	11	1.72%	Increased
908	LMR Partners London, United Kingdom	$62.3M	+$49.6M	4	6.75%	Increased
909	Burney Company Reston, Virginia	$62.3M	+$10.8M	10	4.05%	Increased
910	Polar Asset Management Partners Toronto, Ontario, Canada	$62.2M	+$29.7M	2	1.25%	Increased
911	Essex Investment Management Boston, Massachusetts	$62M	-$1.7M	6	8.43%	Reduced
912	Edgemoor Investment Advisors Bethesda, Maryland	$62M	-$289K	4	8.38%	Reduced
913	FA Friess Associates Greenville, Delaware	$61.5M	+$1.71M	4	5.39%	Increased
914	Buckingham Capital Management (New York) New York	$61.4M	-$5.72M	3	8.12%	Reduced
915	Group One Trading Chicago, Illinois	$61.4M	+$23.5M	14	0.56%	Increased
916	South Texas Money Management San Antonio, Texas	$61.4M	+$4.19M	7	2.91%	Increased
917	MCM Marcato Capital Management San Francisco, California	$61.2M	-$6.17M	1	6.98%	Reduced
918	Pillar Pacific Capital Management Pacifica, California	$61M	-$212K	9	7.85%	Reduced
919	Old Republic International (ORI) Chicago, Illinois	$60.9M	$0	1	2.02%	Maintained
920	LIC Lodestar Investment Counsel Chicago, Illinois	$60.9M	+$248K	6	7.48%	Increased
921	IFP Advisors Tampa, Florida	$60.8M	+$2.15M	21	2.41%	Increased
922	Denver Investment Advisors Denver, Colorado	$60.3M	-$996K	8	2.95%	Reduced
923	PFM Parsec Financial Management Asheville, North Carolina	$60.3M	+$1.01M	6	4.36%	Increased
924	Lannebo Fonder Stockholm, Sweden	$59.9M	+$2.71M	5	32.27%	Increased
925	Amica Pension Fund Board of Trustees Providence, Rhode Island	$59.9M	-$6.42M	8	7.19%	Reduced