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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
1501	Brandes Investment Partners La Jolla, California	$63.3M	+$13.4M	4	1.37%	Increased
1502	IQ EQ Fund Management Dublin 2, Ireland	$63.1M	-$3.16M	8	9.64%	Reduced
1503	Savant Capital Rockford, Illinois	$63.1M	+$2.47M	9	2.3%	Increased
1504	Robeco Schweiz Zurich, Switzerland	$63.1M	-$2.71M	4	0.74%	Reduced
1505	Miller Howard Investments Kingston, New York	$63M	-$593K	1	2.6%	Reduced
1506	Focus Financial Network Minneapolis, Minnesota	$63M	+$460K	9	8.41%	Increased
1507	BPIH Broad Peak Investment Holdings Singapore	$63M	+$400K	1	8.1%	Increased
1508	Goelzer Investment Management Carmel, Indiana	$63M	-$1.2M	8	5.52%	Reduced
1509	PI Pennant Investors Summit, New Jersey	$63M	+$20.5M	3	17.88%	Increased
1510	Flagship Harbor Advisors Boston, Massachusetts	$62.8M	$0	13	6.75%	Maintained
1511	Girard Partners King Of Prussia, Pennsylvania	$62.8M	+$1.31M	5	7.93%	Increased
1512	CCM Cohen Capital Management Corte Madera, California	$62.5M	+$2.59M	6	10.86%	Increased
1513	Janney Capital Management Pittsburgh, Pennsylvania	$62.5M	-$10.1M	5	4.19%	Reduced
1514	Granite Investment Advisors Concord, New Hampshire	$62.2M	-$2.31M	6	10.07%	Reduced
1515	Fosun International Hong Kong, China	$62.2M	-$1.33M	7	3.18%	Reduced
1516	RIM Regent Investment Management Louisville, Kentucky	$62M	-$666K	6	14.86%	Reduced
1517	Carroll Financial Associates Charlotte, North Carolina	$62M	-$825K	22	3.46%	Reduced
1518	Alexandria Capital Arlington, Virginia	$61.9M	+$396K	8	5.74%	Increased
1519	Seeyond Paris, France	$61.8M	+$1.24M	14	5.96%	Increased
1520	L & S Advisors Los Angeles, California	$61.7M	-$11.7M	6	6.66%	Reduced
1521	CG Cutler Group San Francisco, California	$61.6M	-$439K	24	2.77%	Reduced
1522	Rossmore Private Capital Glastonbury, Connecticut	$61.6M	-$512K	6	10.54%	Reduced
1523	PFS Investments Duluth, Georgia	$61.5M	+$6.06M	6	1.27%	Increased
1524	Think Investments San Francisco, California	$61.5M	-$18.7M	3	7.07%	Reduced
1525	Resources Management Corp West Hartford, Connecticut	$61.5M	+$226K	7	8.84%	Increased