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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
1001	Weiss Multi-Strategy Advisers New York	$51.4M	-$4.91M	10	1.91%	Reduced
1002	Bridges Investment Management Omaha, Nebraska	$51.4M	+$16.4M	6	4.87%	Increased
1003	ARTA A.R.T. Advisors New York	$51M	+$9.29M	12	2.6%	Increased
1004	ALPS Advisors Denver, Colorado	$51M	+$1.4M	7	0.36%	Increased
1005	Sompo Asset Management Tokyo, Japan	$50.7M	+$1.42M	6	7.72%	Increased
1006	Bailard Foster City, California	$50.7M	+$1.18M	6	3.92%	Increased
1007	RCM Roystone Capital Management New York	$50.7M	-$15.5M	1	4.17%	Reduced
1008	TAM Tyers Asset Management Austin, Texas	$50.7M	-$1.39M	6	1.86%	Reduced
1009	Middleton & Co Boston, Massachusetts	$50.5M	+$4.68M	6	9.13%	Increased
1010	GPC Guardian Point Capital Charlottesville, Virginia	$50.4M	$0	2	22.58%	Maintained
1011	Anchor Capital Advisors Boston, Massachusetts	$50.3M	-$5.02M	7	1.81%	Reduced
1012	CC ClearArc Capital Cincinnati, Ohio	$50.3M	+$707K	10	7.55%	Increased
1013	OCM Olstein Capital Management Purchase, New York	$50.2M	+$563K	4	6.48%	Increased
1014	IRF IBM Retirement Fund Armonk, New York	$50M	+$431K	8	9.19%	Increased
1015	Stratos Wealth Partners Beachwood, Ohio	$50M	+$7.4M	8	2.36%	Increased
1016	BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$50M	+$1.02M	1	6.6%	Increased
1017	AQR Arbitrage Greenwich, Connecticut	$49.7M	+$25.2M	2	0.54%	Increased
1018	UAM UAS Asset Management New York	$49.7M	+$4.63M	5	24.16%	Increased
1019	Delta Asset Management Memphis, Tennessee	$49.7M	-$235K	12	7.51%	Reduced
1020	SAM Symphony Asset Management San Francisco, California	$49.6M	+$4.27M	6	5.52%	Increased
1021	OC Oakmont Corp Los Angeles, California	$49.6M	$0	2	8.38%	Maintained
1022	Equity Investment Corp Atlanta, Georgia	$49.5M	-$52.7M	2	1.71%	Reduced
1023	CCM Conatus Capital Management Greenwich, Connecticut	$49.5M	-$19.1M	2	5.98%	Reduced
1024	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$49.5M	-$1.93M	10	8.76%	Reduced
1025	Destination Wealth Management Walnut Creek, California	$49.3M	-$654K	6	3.15%	Reduced