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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	UONDDL University of Notre Dame du Lac South Bend, Indiana	$83.7M	+$23.6M	4	15.56%	Increased
902	Parkwood LLC Cleveland, Ohio	$83.6M	+$12.6M	7	14.18%	Increased
903	Eagle Global Advisors Houston, Texas	$83.4M	+$3.17M	7	2.59%	Increased
904	BCM Barometer Capital Management Toronto, Ontario, Canada	$83.4M	+$4.74M	5	6.48%	Increased
905	Consulta London, United Kingdom	$83.3M	$0	1	7.8%	Maintained
906	Qube Research & Technologies (QRT) London, United Kingdom	$83.3M	+$69.2M	10	11.07%	Increased
907	Cohen & Steers New York	$83.2M	-$15.7M	6	0.24%	Reduced
908	WestEnd Advisors Charlotte, North Carolina	$83.2M	-$598K	2	7.96%	Reduced
909	Hillhouse Investment Management Grand Cayman, Cayman Islands	$82.8M	-$1.06B	3	2.21%	Reduced
910	Discovery Capital Management South Norwalk, Connecticut	$82.6M	-$171M	4	4.92%	Reduced
911	Clough Capital Partners Boston, Massachusetts	$82.6M	-$2.81M	3	7.79%	Reduced
912	VCM Violich Capital Management San Francisco, California	$82.4M	+$535K	5	18.83%	Increased
913	New England Asset Management Farmington, Connecticut	$82.3M	+$61.9M	5	1.41%	Increased
914	Jay A. Fishman Ltd Troy, Michigan	$82.2M	-$1.26M	5	14.44%	Reduced
915	Franklin Street Advisors Chapel Hill, North Carolina	$82.1M	-$3.64M	7	11.12%	Reduced
916	Clarkston Capital Partners Rochester, Michigan	$82.1M	-$288K	6	3%	Reduced
917	Quadrature Capital London, United Kingdom	$82M	-$30.2M	14	6.79%	Reduced
918	Highbridge Capital Management New York	$81.9M	+$57.1M	4	1.95%	Increased
919	Community Trust & Investment Versailles, Kentucky	$81.7M	-$1.16M	3	9.38%	Reduced
920	LS Investment Advisors Bloomfield Hills, Michigan	$81.3M	-$457K	14	4.68%	Reduced
921	Chicago Capital Chicago, Illinois	$81.1M	+$3.58M	6	5.61%	Increased
922	Tudor Investment Corp Stamford, Connecticut	$80.8M	+$21.8M	12	2.03%	Increased
923	Norris Perne & French Grand Rapids, Michigan	$80.3M	-$1.59M	5	10.51%	Reduced
924	Motley Fool Asset Management Alexandria, Virginia	$80.3M	+$6.05M	6	9.76%	Increased
925	BDS Banco de Sabadell Miami, Florida	$80.3M	+$16.1M	10	8.79%	Increased