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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	CRCM Cat Rock Capital Management Greenwich, Connecticut	$138M	-$26.2M	2	20.56%	Reduced
977	MA Mutual Advisors Omaha, Nebraska	$138M	+$2.66M	11	5.38%	Increased
978	Seizert Capital Partners Birmingham, Michigan	$138M	+$1.06M	4	7.31%	Increased
979	AIM Alpine Investment Management Hong Kong	$138M	+$1.32M	1	27.57%	Increased
980	First National Bank of Omaha Omaha, Nebraska	$138M	-$10.4M	5	8.94%	Reduced
981	SCS Capital Management Boston, Massachusetts	$137M	+$25.9M	4	3.66%	Increased
982	GAMCO Investors Greenwich, Connecticut	$137M	-$8.18M	11	1.59%	Reduced
983	NEOS Investment Management Westport, Connecticut	$137M	+$142M	7	17.53%	New
984	Great Valley Advisor Group Wilmington, Delaware	$137M	+$3.81M	8	5.69%	Increased
985	Vancity Investment Management Vancouver, British Columbia, Canada	$137M	$0	4	17.74%	Maintained
986	Boston Common Asset Management Boston, Massachusetts	$136M	-$10.2M	8	3.26%	Reduced
987	Alpine Associates Management Palm Beach, Florida	$136M	-$79.1M	1	7.11%	Reduced
988	Moors & Cabot Boston, Massachusetts	$136M	+$6.7M	10	9.2%	Increased
989	Sawgrass Asset Management Ponte Vedra Beach, Florida	$136M	-$8.97M	6	16.5%	Reduced
990	Wilkinson Global Asset Management New York	$136M	-$237K	5	10.39%	Reduced
991	Levin Capital Strategies New York	$135M	+$19.5M	7	16.13%	Increased
992	Park Avenue Securities New York	$135M	-$32.6M	13	2.1%	Reduced
993	ARGA Investment Management Stamford, Connecticut	$135M	-$11.1M	1	5.5%	Reduced
994	Bragg Financial Advisors Charlotte, North Carolina	$134M	-$85.2K	7	7.1%	Reduced
995	Miracle Mile Advisors Los Angeles, California	$134M	-$4.67M	11	4.14%	Reduced
996	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$134M	+$24.2M	21	7.21%	Increased
997	PI Pennant Investors Summit, New Jersey	$134M	-$9.9M	3	48.42%	Reduced
998	Fernbridge Capital Management Los Angeles, California	$134M	+$54.8M	3	12.9%	Increased
999	Standard Investments New York	$133M	$0	1	8.12%	Maintained
1000	Night Owl Capital Management Greenwich, Connecticut	$133M	+$730K	5	33.3%	Increased