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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	MassMutual Private Wealth & Trust Windsor, Connecticut	$80.2M	-$2.59M	12	5.95%	Reduced
927	Old National Bancorp Evansville, Indiana	$80.2M	-$3.47M	10	3.95%	Reduced
928	ARS Investment Partners New York	$80.1M	+$223K	5	12.4%	Increased
929	NAYA Capital Management (UK) London, United Kingdom	$80M	-$4.31M	1	11.15%	Reduced
930	Bainco International Investors Boston, Massachusetts	$79.9M	-$2.93M	5	10.94%	Reduced
931	Quest Investment Management Lake Oswego, Oregon	$79.8M	-$1.99M	5	11.16%	Reduced
932	RI Redwood Investments Boston, Massachusetts	$79.8M	+$18.8M	4	6.22%	Increased
933	Capital Counsel New York	$79.7M	+$1.55M	5	5.56%	Increased
934	CAPTRUST Financial Advisors Raleigh, North Carolina	$79.6M	+$13.9M	16	3.56%	Increased
935	Summit Partners Public Asset Management Boston, Massachusetts	$79.4M	+$1.76M	3	5.37%	Increased
936	Sandy Spring Bank Olney, Maryland	$79.3M	+$274K	11	6.5%	Increased
937	EIM Elephas Investment Management Hong Kong	$79.1M	+$84.6M	2	17.21%	New
938	Neville Rodie & Shaw New York	$78.7M	-$2.05M	7	7.77%	Reduced
939	RCM Roystone Capital Management New York	$78.6M	+$19.8M	2	6.53%	Increased
940	IFP Advisors Tampa, Florida	$78.4M	+$702K	21	3.2%	Increased
941	Mark Asset Management New York	$78.4M	+$2.69M	5	18.54%	Increased
942	QCI Asset Management Pittsford, New York	$78.3M	-$655K	7	7.42%	Reduced
943	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$78.2M	-$9.7M	11	7.75%	Reduced
944	PFM Parsec Financial Management Asheville, North Carolina	$78M	-$947K	6	4.93%	Reduced
945	BAS Brown Advisory Securities Baltimore, Maryland	$78M	+$930K	8	12.52%	Increased
946	LIC Lodestar Investment Counsel Chicago, Illinois	$77.9M	-$1.44M	7	8.41%	Reduced
947	DCM Decatur Capital Management Decatur, Georgia	$77.8M	-$18.6M	4	17.93%	Reduced
948	TM Tikvah Management Charlotte, North Carolina	$77.8M	-$4.04M	3	23.24%	Reduced
949	Conning Inc Hartford, Connecticut	$77.7M	-$6.24M	11	2.3%	Reduced
950	Donaldson Capital Management Evansville, Indiana	$77.6M	+$990K	5	6.77%	Increased