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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
926	Cetera Advisor Networks El Segundo, California	$33.5M	-$17.5K	6	2.15%	Reduced
927	KPF K2 Principal Fund Toronto, Ontario, Canada	$33.4M	+$14.7M	2	6%	Increased
928	Mark Asset Management New York	$33.3M	+$7.05M	3	8.68%	Increased
929	SC Shellback Capital Boston, Massachusetts	$33.2M	-$11.1M	2	2.31%	Reduced
930	GCM Glynn Capital Management Menlo Park, California	$33.1M	-$4.82M	2	10.54%	Reduced
931	Visium Asset Management New York	$33.1M	-$13.3M	9	0.47%	Reduced
932	Convergence Investment Partners Palm Beach Gardens, Florida	$33.1M	+$18.4M	5	3.26%	Increased
933	BTR Capital Management Oakland, California	$33.1M	+$936K	4	7.79%	Increased
934	Cobblestone Capital Advisors Rochester, New York	$33.1M	+$162K	7	4.97%	Increased
935	Parthenon LLC Louisville, Kentucky	$33M	+$326K	4	8.71%	Increased
936	Parsons Capital Management Providence, Rhode Island	$33M	+$2.17M	7	4.38%	Increased
937	CA Cullinan Associates Louisville, Kentucky	$32.9M	-$2M	5	2.72%	Reduced
938	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$32.6M	+$8.56M	4	2.15%	Increased
939	OCM Olstein Capital Management Purchase, New York	$32.6M	+$1.97M	3	3.38%	Increased
940	Dowling & Yahnke San Diego, California	$32.5M	+$24.6K	5	4.08%	Increased
941	Pekin Hardy Strauss Chicago, Illinois	$32.1M	-$374K	5	6.23%	Reduced
942	Foster Dykema Cabot & Co Waltham, Massachusetts	$31.8M	-$2.92M	4	8.26%	Reduced
943	Meiji Yasuda Life Insurance Tokyo, Japan	$31.8M	-$78.6K	7	4.93%	Reduced
944	Jay A. Fishman Ltd Troy, Michigan	$31.8M	-$1.7M	3	6.61%	Reduced
945	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$31.7M	-$3.53M	4	4.97%	Reduced
946	Natixis Investment Managers International Paris, France	$31.7M	-$245K	6	3.91%	Reduced
947	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$31.7M	$0	1	22%	Maintained
948	Central Trust Company Jefferson City, Missouri	$31.6M	-$853K	10	2.49%	Reduced
949	CCM Century Capital Management Boston, Massachusetts	$31.6M	-$8.97M	4	1.79%	Reduced
950	Greenwich Wealth Management Greenwich, Connecticut	$31.6M	-$2.03M	4	4.03%	Reduced