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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	Check Capital Management Costa Mesa, California	$90.2M	+$3.72M	4	8.9%	Increased
527	ANI American National Insurance Galveston, Texas	$89.9M	-$263K	6	5.44%	Reduced
528	CCM Conatus Capital Management Greenwich, Connecticut	$89.5M	+$5.77M	1	4.13%	Increased
529	ZWJ Investment Counsel Atlanta, Georgia	$88.9M	+$1.24M	6	9.91%	Increased
530	LCG Luxor Capital Group New York	$88.6M	+$78.1M	2	1.77%	New
531	Picton Mahoney Asset Management Toronto, Ontario, Canada	$88.3M	-$6.31M	4	5.17%	Reduced
532	Miller Howard Investments Kingston, New York	$88.3M	+$1.54M	2	1.4%	Increased
533	CC Colrain Capital Boston, Massachusetts	$88.1M	-$2.53M	4	6.34%	Reduced
534	DC Deere & Company Moline, Illinois	$87.4M	-$1.27M	7	4.81%	Reduced
535	FFA First Foundation Advisors Irvine, California	$86.8M	-$2.99M	4	9.47%	Reduced
536	Crawford Investment Counsel Atlanta, Georgia	$86.7M	-$4.79M	3	3.07%	Reduced
537	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$86.7M	-$73.6M	1	1.02%	Reduced
538	KP Kiltearn Partners Edinburgh, United Kingdom	$86.7M	+$14.6M	1	8.22%	Increased
539	D.A. Davidson & Co Great Falls, Montana	$86.6M	-$1.49M	13	2.93%	Reduced
540	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$86.6M	-$1.45M	8	4.01%	Reduced
541	TIAA CREF Trust St Louis, Missouri	$86.2M	+$3.15M	4	1.24%	Increased
542	Cannell & Spears New York	$86.1M	-$5.88M	4	10.17%	Reduced
543	BPBT Boston Private Bank & Trust Boston, Massachusetts	$86M	-$2.48M	9	4.17%	Reduced
544	Perkins Investment Management Chicago, Illinois	$85.6M	+$30.3M	4	0.69%	Increased
545	HP Holowesko Partners Nassau, Bahamas	$85.5M	-$37.6M	1	5.17%	Reduced
546	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$85.4M	-$162M	2	0.69%	Reduced
547	Vaughan David Investments Peoria, Illinois	$84.8M	-$2.28M	3	5.07%	Reduced
548	HCM Huber Capital Management El Segundo, California	$84.7M	-$5M	2	2.17%	Reduced
549	Frontier Capital Management Boston, Massachusetts	$84.3M	+$13.3M	3	0.62%	Increased
550	Spot Trading Chicago, Illinois	$84.2M	-$16.3M	10	0.4%	Reduced