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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
576	Meag Munich Ergo Munich, Germany	$65.7M	-$8.74M	5	4.6%	Reduced
577	D.A. Davidson & Co Great Falls, Montana	$65.1M	-$627K	12	2.93%	Reduced
578	Parametric Risk Advisors Westport, Connecticut	$65.1M	+$539K	6	4.57%	Increased
579	Northeast Investment Management Boston, Massachusetts	$64.9M	+$7.94M	8	7.88%	Increased
580	SC SRB Corp Boston, Massachusetts	$64.9M	$0	1	14.92%	Maintained
581	Apex Capital Management Dayton, Ohio	$64.6M	-$320K	6	2.83%	Reduced
582	UBS O'Connor Chicago, Illinois	$64.6M	-$8.2M	1	1.34%	Reduced
583	National Penn Investors Trust Wyomissing, Pennsylvania	$64.4M	-$633K	4	7.89%	Reduced
584	Veritable Wilmington, Delaware	$64.2M	-$749K	8	1.5%	Reduced
585	QI Qualcomm Inc San Diego, California	$63.9M	$0	6	2.89%	Maintained
586	Vision Capital Management Portland, Oregon	$63.9M	-$64.4K	5	7.56%	Reduced
587	GA Greenhaven Associates Purchase, New York	$63.4M	+$62.7M	1	1.49%	New
588	Riverbridge Partners Minneapolis, Minnesota	$63M	+$1.92M	5	1.37%	Increased
589	Consulta London, United Kingdom	$62.8M	$0	1	9.62%	Maintained
590	BC Brahman Capital New York	$62.6M	-$8.11M	1	1.57%	Reduced
591	Academy Capital Management Waco, Texas	$62.5M	+$2M	4	15.83%	Increased
592	Cincinnati Financial Corp Fairfield, Ohio	$62.3M	$0	2	4.97%	Maintained
593	United Capital Financial Advisors Irving, Texas	$62M	-$38.8M	7	1.98%	Reduced
594	Capital Counsel New York	$61.9M	-$11.2M	5	3.61%	Reduced
595	Synovus Financial Columbus, Georgia	$61.8M	-$13.8M	8	1.93%	Reduced
596	Cooke & Bieler Philadelphia, Pennsylvania	$61.6M	-$3.08M	2	1.47%	Reduced
597	Liberty Mutual Group Asset Management Boston, Massachusetts	$61M	+$13M	8	2.29%	Increased
598	Wilmington Trust National Association Wilmington, Delaware	$60.9M	-$4.07M	7	2.45%	Reduced
599	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$60.5M	-$36.5M	6	9.7%	Reduced
600	AL AJO LP Philadelphia, Pennsylvania	$60.2M	-$180M	4	0.27%	Reduced