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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
976	Capital Investment Services of America Milwaukee, Wisconsin	$139M	-$2.11M	5	13.25%	Reduced
977	Weiss Multi-Strategy Advisers New York	$139M	+$35.4M	10	3%	Increased
978	North Star Asset Management Neenah, Wisconsin	$139M	+$2.79M	9	7.64%	Increased
979	Front Barnett Associates Chicago, Illinois	$139M	-$1.65M	4	14.29%	Reduced
980	KIP Kayak Investment Partners San Francisco, California	$139M	-$45M	4	19.62%	Reduced
981	GMT Capital Atlanta, Georgia	$139M	-$67.7M	5	12.23%	Reduced
982	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$139M	-$118M	6	9.87%	Reduced
983	Barton Investment Management West Conshohocken, Pennsylvania	$139M	-$2.72M	5	11.6%	Reduced
984	Dowling & Yahnke San Diego, California	$138M	+$1.73M	7	7.65%	Increased
985	Amica Mutual Insurance Providence, Rhode Island	$138M	+$1.95M	3	14.41%	Increased
986	Capital Investment Advisors Atlanta, Georgia	$138M	-$272K	8	4.63%	Reduced
987	Night Owl Capital Management Greenwich, Connecticut	$137M	+$5.92M	4	24.09%	Increased
988	Ethic Inc New York	$137M	+$17.9M	16	13.99%	Increased
989	Corient Capital Partners Newport Beach, California	$136M	-$53.9M	15	9.98%	Reduced
990	Davidson Kempner Capital Management New York	$136M	-$185M	5	1.95%	Reduced
991	Moors & Cabot Boston, Massachusetts	$136M	+$3.98M	13	8.56%	Increased
992	HighPoint Advisor Group Downers Grove, Illinois	$136M	+$2.79M	13	13.33%	Increased
993	Bristlecone Advisors Bellevue, Washington	$136M	-$2.33M	5	17.78%	Reduced
994	Alpha Cubed Investments Irvine, California	$136M	-$10.8M	8	10.22%	Reduced
995	Picton Mahoney Asset Management Toronto, Ontario, Canada	$135M	-$19.1M	6	5%	Reduced
996	Melqart Asset Management London, United Kingdom	$135M	-$260K	6	6.47%	Reduced
997	Giverny Capital Montreal, Quebec, Canada	$135M	+$5.8M	5	8.06%	Increased
998	ExodusPoint Capital Management New York	$134M	-$820M	16	1.81%	Reduced
999	Levin Capital Strategies New York	$134M	-$5.51M	7	13.43%	Reduced
1000	ATI Act Two Investors Santa Cruz, California	$134M	-$1.95M	4	31.86%	Reduced