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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
601	Barings Charlotte, North Carolina	$60.1M	-$8.57M	9	2.58%	Reduced
602	SCM Sigma Capital Management Stamford, Connecticut	$59.5M	-$12.5M	3	2.49%	Reduced
603	Huber Capital Management El Segundo, California	$59.1M	-$8.32M	2	2.05%	Reduced
604	Cannell & Co New York	$59M	+$2.96M	3	3.19%	Increased
605	Vaughan Nelson Investment Management Houston, Texas	$59M	-$1.13M	1	0.99%	Reduced
606	Heritage Investors Management Corp Bethesda, Maryland	$59M	+$984K	4	5.56%	Increased
607	Dana Investment Advisors Waukesha, Wisconsin	$58.6M	-$18M	5	4.21%	Reduced
608	OAMG Odey Asset Management Group London, United Kingdom	$58.5M	+$17.6M	2	1.55%	Increased
609	Farr Miller & Washington Washington, District of Columbia	$58.2M	-$916K	5	9.28%	Reduced
610	Estabrook Capital Management New York	$58.2M	-$3.37M	6	6.35%	Reduced
611	SCM Sandler Capital Management New York	$58.2M	+$58M	1	1.84%	Increased
612	Park National Corp Newark, Ohio	$58.1M	+$2.02M	5	4.44%	Increased
613	Pinnacle Associates New York	$57.9M	-$1.39M	7	1.2%	Reduced
614	Banyan Partners Palm Beach Gardens, Florida	$57.8M	+$18M	5	5.11%	Increased
615	JMH J.M. Hartwell New York	$57.8M	-$3.87M	3	12.99%	Reduced
616	Douglass Winthrop Advisors New York	$57.4M	+$4.93M	5	6.66%	Increased
617	Becker Capital Management Portland, Oregon	$57.4M	+$3.51M	4	2.63%	Increased
618	Broad Run Investment Management Arlington, Virginia	$56.7M	+$6.2M	1	5.21%	Increased
619	BOK Financial Tulsa, Oklahoma	$56.1M	-$2.91M	7	2.04%	Reduced
620	HS Huntington Steele Oaks, Pennsylvania	$55.9M	+$732K	3	28.48%	Increased
621	Chubb Corp Warren, New Jersey	$55.9M	$0	3	3.1%	Maintained
622	SCM Stux Capital Management New York	$55.7M	-$2.59M	9	7.4%	Reduced
623	CAM Contour Asset Management New York	$55.4M	+$9.5M	2	3.08%	Increased
624	HP Holowesko Partners Nassau, Bahamas	$55.3M	-$2.45M	1	5.69%	Reduced
625	JCM Jag Capital Management St Louis, Missouri	$55.2M	+$1.26M	6	12.23%	Increased