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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	FA FDx Advisors Chicago, Illinois	$72.8M	-$1.36M	12	2.17%	Reduced
902	LS Investment Advisors Bloomfield Hills, Michigan	$72.5M	-$2.77M	13	4.32%	Reduced
903	DCM Decatur Capital Management Decatur, Georgia	$72.4M	-$2.19M	3	14.92%	Reduced
904	NAYA Capital Management (UK) London, United Kingdom	$72.3M	+$20.3M	1	7.53%	Increased
905	Andra AP-fonden Goteborg, Sweden	$72.3M	-$107M	11	1.87%	Reduced
906	SIM Stelliam Investment Management New York	$72.2M	+$25.4M	2	3.02%	Increased
907	Trust Company of Vermont Brattleboro, Vermont	$72.2M	+$483K	10	6.82%	Increased
908	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$72.2M	-$284K	5	13.45%	Reduced
909	Franklin Street Advisors Chapel Hill, North Carolina	$72.2M	-$1.74M	8	10.82%	Reduced
910	IGM Incline Global Management New York	$71.6M	+$23.6M	2	3.87%	Increased
911	Pillar Pacific Capital Management Pacifica, California	$71.6M	+$1M	10	8.55%	Increased
912	Consulta London, United Kingdom	$71.6M	+$15.5M	1	7.27%	Increased
913	LCM Lomas Capital Management New York	$71.5M	+$20.6M	2	11.58%	Increased
914	FineMark National Bank & Trust Fort Myers, Florida	$71.4M	-$4.87M	7	4.55%	Reduced
915	Edgemoor Investment Advisors Bethesda, Maryland	$71.3M	-$500K	5	9.49%	Reduced
916	Moody Lynn & Lieberson Boston, Massachusetts	$71.3M	-$2.76M	6	8.61%	Reduced
917	Highbridge Capital Management New York	$71M	-$132M	11	1.15%	Reduced
918	FCM Freshford Capital Management Rye Brook, New York	$70.9M	+$12.5M	1	11.77%	Increased
919	Wilmington Savings Fund Society Wilmington, Delaware	$70.9M	-$2.47M	6	4.06%	Reduced
920	Squarepoint New York	$70.7M	-$61.9M	14	1.12%	Reduced
921	Norris Perne & French Grand Rapids, Michigan	$70.5M	-$2.02M	5	10.26%	Reduced
922	JGC J. Goldman & Co New York	$70.5M	+$18.6M	9	3%	Increased
923	IFM Investors Melbourne, Australia	$70.4M	+$7.3M	10	10.14%	Increased
924	Cerity Partners New York	$70.3M	+$1.96M	9	5.38%	Increased
925	Azimuth Capital Management Bloomfield Hills, Michigan	$70.3M	-$3.77M	7	5.17%	Reduced