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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	Banyan Partners Palm Beach Gardens, Florida	$79.8M	+$13.9M	6	5.6%	Increased
577	Huber Capital Management El Segundo, California	$79.8M	+$12.8M	2	2.19%	Increased
578	Wolverine Asset Management Chicago, Illinois	$79.7M	+$9.43M	10	1.58%	Increased
579	Disciplined Growth Investors Minneapolis, Minnesota	$79.1M	+$4.48M	1	2.06%	Increased
580	Broad Run Investment Management Arlington, Virginia	$78.5M	+$5.41M	2	5.95%	Increased
581	Amica Mutual Insurance Providence, Rhode Island	$78.3M	$0	7	6.29%	Maintained
582	SCM Scopia Capital Management New York	$77.5M	-$21.7M	1	2.36%	Reduced
583	Stack Financial Management Whitefish, Montana	$77M	+$259K	3	10.21%	Increased
584	SCM Suffolk Capital Management New York	$76.6M	+$23.2M	5	9.58%	Increased
585	Nippon Life Global Investors Americas New York	$76.6M	+$325K	7	7.56%	Increased
586	JHL Capital Group Chicago, Illinois	$76.5M	+$6.37M	1	6.86%	Increased
587	CR Intrinsic Investors Stamford, Connecticut	$76.4M	+$19.2M	2	3.32%	Increased
588	Acadian Asset Management Boston, Massachusetts	$76.1M	-$25.1M	6	0.42%	Reduced
589	EC Eminence Capital New York	$75.8M	+$68.7M	1	1.34%	New
590	Sumitomo Life Insurance Tokyo, Japan	$75.5M	-$1.9M	6	6.79%	Reduced
591	DAC Dividend Assets Capital Ridgeland, South Carolina	$75.2M	+$2.04M	3	2.45%	Increased
592	Wilmington Savings Fund Society Wilmington, Delaware	$74.5M	-$1.83M	5	4.19%	Reduced
593	MVP Miller Value Partners Sarasota, Florida	$74.5M	+$10.9M	2	3.38%	Increased
594	GA Greenhaven Associates Purchase, New York	$74.4M	+$3M	1	1.56%	Increased
595	Cullen/Frost Bankers San Antonio, Texas	$73.3M	-$11.7M	7	3.25%	Reduced
596	Jupiter Asset Management London, United Kingdom	$73.1M	-$12.7M	3	2.84%	Reduced
597	HP Holowesko Partners Nassau, Bahamas	$72.5M	+$10.1M	1	5.15%	Increased
598	Consulta London, United Kingdom	$72.5M	$0	1	10.53%	Maintained
599	ID Integral Derivatives New York	$72.3M	+$66.5M	7	1%	New
600	Academy Capital Management Waco, Texas	$71.5M	-$481K	4	16.31%	Reduced