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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	DAC Dividend Assets Capital Ridgeland, South Carolina	$75.5M	-$1.58M	3	2.23%	Reduced
577	Banyan Partners Palm Beach Gardens, Florida	$75.1M	-$6.95M	5	6.48%	Reduced
578	Wilmington Savings Fund Society Wilmington, Delaware	$74.8M	-$2.26M	5	4.18%	Reduced
579	Academy Capital Management Waco, Texas	$74.8M	-$59.4K	4	16.02%	Reduced
580	Nippon Life Global Investors Americas New York	$74.7M	-$3.18M	6	7.39%	Reduced
581	MVP Miller Value Partners Sarasota, Florida	$74.5M	+$4.53M	3	2.99%	Increased
582	Braun Stacey Associates New York	$73.8M	-$10.7M	5	4.32%	Reduced
583	Congress Asset Management Boston, Massachusetts	$73.8M	-$16.6M	4	1.85%	Reduced
584	Gotham Asset Management New York	$73.7M	+$8.17M	5	1.11%	Increased
585	AC Amici Capital New York	$73.6M	-$65.5M	2	2.41%	Reduced
586	Markel Group Glen Allen, Virginia	$73.3M	-$11.4M	3	2.25%	Reduced
587	Boston Advisors Boston, Massachusetts	$73.2M	+$21.9M	6	3.26%	Increased
588	Amica Mutual Insurance Providence, Rhode Island	$72.8M	-$8.29M	7	5.91%	Reduced
589	JCP Jabre Capital Partners Geneva, Switzerland	$72.7M	+$40.8M	3	5.02%	Increased
590	Cullen/Frost Bankers San Antonio, Texas	$72.6M	-$41.9K	6	3.12%	Reduced
591	Conning Inc Hartford, Connecticut	$72.3M	+$2.34M	8	4.24%	Increased
592	Veritable Wilmington, Delaware	$72.3M	+$36.3K	8	1.57%	Increased
593	National Penn Investors Trust Wyomissing, Pennsylvania	$72.1M	-$2.87M	4	8.53%	Reduced
594	Douglass Winthrop Advisors New York	$71.7M	+$1.86M	5	7.07%	Increased
595	GA Greenhaven Associates Purchase, New York	$71M	-$9.6M	1	1.46%	Reduced
596	Zacks Investment Management Chicago, Illinois	$70.8M	+$17.9M	7	2.62%	Increased
597	Cincinnati Financial Corp Fairfield, Ohio	$70.6M	$0	2	5.13%	Maintained
598	Sumitomo Life Insurance Tokyo, Japan	$70.5M	-$5.86M	6	6.84%	Reduced
599	KP Kiltearn Partners Edinburgh, United Kingdom	$70.3M	+$21.2M	1	7.4%	Increased
600	Heritage Investors Management Corp Bethesda, Maryland	$70.2M	+$696K	4	5.92%	Increased