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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
526	BloombergSen Toronto, Ontario, Canada	$91.7M	+$11.4K	1	7.37%	Increased
527	Bradley Foster & Sargent Hartford, Connecticut	$91.3M	-$14.2M	5	4.73%	Reduced
528	People's United Financial Bridgeport, Connecticut	$91.2M	-$7.92M	9	5.46%	Reduced
529	Crawford Investment Counsel Atlanta, Georgia	$90.8M	-$2.79M	4	3.3%	Reduced
530	Shapiro Capital Management Atlanta, Georgia	$90.8M	+$555K	1	2.41%	Increased
531	CAM Centre Asset Management New York	$90.6M	-$4.18M	6	13.38%	Reduced
532	Cannell & Spears New York	$90.6M	-$2.88M	4	11.39%	Reduced
533	First Foundation Advisors Irvine, California	$90.6M	+$17.9M	4	11.23%	Increased
534	Check Capital Management Costa Mesa, California	$90.5M	+$6.34M	3	9.3%	Increased
535	OMERS Administration Corp Toronto, Ontario, Canada	$90.2M	-$43.3M	3	2.92%	Reduced
536	ZWJ Investment Counsel Atlanta, Georgia	$90.1M	-$1.7M	6	10.44%	Reduced
537	Riverbridge Partners Minneapolis, Minnesota	$90.1M	+$3.15M	5	1.63%	Increased
538	ANI American National Insurance Galveston, Texas	$89.4M	$0	6	5.71%	Maintained
539	Jupiter Asset Management London, United Kingdom	$89.1M	+$3.62M	3	2.87%	Increased
540	VanEck Associates New York	$88.9M	-$5.61M	4	0.44%	Reduced
541	CC Colrain Capital Boston, Massachusetts	$88.8M	-$2.18M	4	6.61%	Reduced
542	DC Deere & Company Moline, Illinois	$88.7M	-$13.1M	6	5.07%	Reduced
543	TCM Tiger Consumer Management New York	$88.6M	+$97.8M	1	4.06%	New
544	Huber Capital Management El Segundo, California	$88.5M	+$1.12M	2	2.32%	Increased
545	Vaughan David Investments Peoria, Illinois	$88.4M	-$1.04M	3	5.53%	Reduced
546	McAdams Wright Ragen Seattle, Washington	$88.4M	-$11.7M	6	5.48%	Reduced
547	Boston Private Bank & Trust Boston, Massachusetts	$88M	-$5.85M	9	4.46%	Reduced
548	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$88M	-$2.1M	8	4.2%	Reduced
549	Clifford Swan Investment Counsel Pasadena, California	$88M	+$2.07M	5	6.17%	Increased
550	Avalon Investment & Advisory Houston, Texas	$87.9M	+$3.24M	5	4.85%	Increased