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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
551	Crawford Investment Counsel Atlanta, Georgia	$86.5M	-$3.84M	4	3.17%	Reduced
552	CC Colrain Capital Boston, Massachusetts	$86.4M	-$2.52M	4	5.99%	Reduced
553	Williams Jones & Associates New York	$84.7M	-$2.51M	5	4.06%	Reduced
554	ANI American National Insurance Galveston, Texas	$84.6M	-$4.08M	6	5.46%	Reduced
555	TIAA CREF Trust St Louis, Missouri	$84.4M	+$2.99M	4	1.4%	Increased
556	Vaughan David Investments Peoria, Illinois	$84.1M	+$1.87M	3	5.42%	Increased
557	Braun Stacey Associates New York	$84M	-$3.96M	5	4.81%	Reduced
558	BB&T Securities Richmond, Virginia	$83.8M	-$8.02M	8	2.31%	Reduced
559	Impax Asset Management Portsmouth, New Hampshire	$83.8M	-$19.8M	6	5.31%	Reduced
560	Valiant Capital Management San Francisco, California	$83.2M	-$13.7M	1	6%	Reduced
561	BloombergSen Toronto, Ontario, Canada	$83M	+$1.48M	1	7.12%	Increased
562	TGI Tradewinds Global Investors Los Angeles, California	$82.6M	-$24.9M	2	2.05%	Reduced
563	Jericho Capital Asset Management New York	$82.6M	+$29.3M	1	5.87%	Increased
564	Shapiro Capital Management Atlanta, Georgia	$82.3M	+$1.08M	1	2.15%	Increased
565	Avalon Investment & Advisory Houston, Texas	$81.9M	+$29.3M	5	4.58%	Increased
566	LMCG Investments Boston, Massachusetts	$81.4M	-$5.44M	6	1.73%	Reduced
567	Bridgewater Associates Westport, Connecticut	$81.3M	+$23.3M	6	0.65%	Increased
568	Clifford Swan Investment Counsel Pasadena, California	$81.3M	+$439K	5	5.88%	Increased
569	Capital Fund Management (CFM) Paris, France	$81.1M	-$178M	5	1%	Reduced
570	D.A. Davidson & Co Great Falls, Montana	$80.8M	+$4.22M	13	3.02%	Increased
571	Check Capital Management Costa Mesa, California	$80.7M	+$4.21M	3	9.85%	Increased
572	Meag Munich Ergo Munich, Germany	$80.7M	+$8.71M	7	4.75%	Increased
573	Parametric Risk Advisors Westport, Connecticut	$80.5M	+$4.6M	6	5.68%	Increased
574	Riverbridge Partners Minneapolis, Minnesota	$80.4M	+$6.44M	5	1.46%	Increased
575	Markel Group Glen Allen, Virginia	$80.2M	+$2.41M	5	2.54%	Increased