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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	Perkins Investment Management Chicago, Illinois	$88.2M	-$167K	4	0.81%	Reduced
577	DC Deere & Company Moline, Illinois	$88.2M	-$2.58M	7	4.94%	Reduced
578	Boston Private Bank & Trust Boston, Massachusetts	$87.9M	-$1.82M	10	4.28%	Reduced
579	SC SRB Corp Boston, Massachusetts	$87.9M	+$545K	4	12.76%	Increased
580	Philadelphia Trust Company Philadelphia, Pennsylvania	$87.9M	-$5.56M	4	5.45%	Reduced
581	MVP Miller Value Partners Sarasota, Florida	$87.8M	+$6.75M	4	3.52%	Increased
582	Vaughan David Investments Peoria, Illinois	$87.6M	-$677K	3	5.34%	Reduced
583	Parallax Volatility Advisers San Francisco, California	$87.2M	+$25.8M	11	0.28%	Increased
584	Cannell & Spears New York	$86.8M	-$742K	4	10.38%	Reduced
585	Clifford Swan Investment Counsel Pasadena, California	$86.2M	-$304K	5	5.88%	Reduced
586	Creative Planning Overland Park, Kansas	$85.3M	+$11.4M	13	0.99%	Increased
587	Frontier Capital Management Boston, Massachusetts	$85.1M	+$2.43M	3	0.68%	Increased
588	Bank of Nova Scotia Toronto, Ontario, Canada	$84.8M	+$29.3M	6	0.34%	Increased
589	Alpha Wave Global New York	$84.4M	+$85.3M	1	5.44%	New
590	MICM Matthews International Capital Management San Francisco, California	$84.4M	+$85.3M	1	3.92%	New
591	BAM Barrett Asset Management New York	$84.3M	-$2.1M	5	6.82%	Reduced
592	Sirios Capital Management Boston, Massachusetts	$84.1M	+$36.5M	1	2.91%	Increased
593	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$82.9M	-$7.85M	1	1.12%	Reduced
594	CAM Centre Asset Management New York	$82.3M	+$3.65M	6	12.61%	Increased
595	Broad Run Investment Management Arlington, Virginia	$82.2M	+$78.3K	1	6.3%	Increased
596	Valiant Capital Management San Francisco, California	$81.4M	$0	1	9.62%	Maintained
597	Parametric Risk Advisors Westport, Connecticut	$81M	+$3.54M	5	5.46%	Increased
598	Lakewood Capital Management New York	$80.7M	-$8.91M	1	5.12%	Reduced
599	Hardman Johnston Global Advisors Stamford, Connecticut	$80.6M	+$3.43M	3	4.45%	Increased
600	EC Eminence Capital New York	$80.5M	-$487K	1	1.18%	Reduced