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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	Munder Capital Management Birmingham, Michigan	$70.1M	-$1.5M	6	0.5%	Reduced
602	Chubb Corp Warren, New Jersey	$69.9M	$0	3	3.85%	Maintained
603	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$69.5M	+$63.7M	1	8.41%	New
604	PDT Partners New York	$69.3M	+$53.7M	10	1.67%	Increased
605	Ally Financial Detroit, Michigan	$69.1M	+$11.1M	5	7.36%	Increased
606	SIM Sentry Investment Management Stevens Point, Wisconsin	$69M	+$2.04M	8	3.63%	Increased
607	Northeast Investment Management Boston, Massachusetts	$68.8M	-$2.9M	7	7.32%	Reduced
608	Ameritas Investment Partners Lincoln, Nebraska	$68.5M	-$872K	7	5.39%	Reduced
609	Cooke & Bieler Philadelphia, Pennsylvania	$68.3M	-$1.61M	2	1.6%	Reduced
610	Wilmington Trust National Association Wilmington, Delaware	$67.9M	-$4.2M	7	2.49%	Reduced
611	EC Eminence Capital New York	$67.9M	-$7.85M	1	1.1%	Reduced
612	BOK Financial Tulsa, Oklahoma	$67.7M	-$907K	7	2.24%	Reduced
613	Synovus Financial Columbus, Georgia	$67.5M	-$3M	8	1.99%	Reduced
614	First National Bank of Omaha Omaha, Nebraska	$67.4M	+$1.09M	6	4.97%	Increased
615	UMB Bank Kansas City, Missouri	$67.4M	+$1.02M	5	3.78%	Increased
616	Farr Miller & Washington Washington, District of Columbia	$67.1M	+$382K	5	9.19%	Increased
617	Park National Corp Newark, Ohio	$67M	+$734K	5	4.76%	Increased
618	Frontier Capital Management Boston, Massachusetts	$66.7M	-$1.86M	3	0.48%	Reduced
619	Pinnacle Associates New York	$66.5M	-$1.39M	8	1.3%	Reduced
620	Associated Banc-Corp Green Bay, Wisconsin	$66M	+$5.34M	5	4.55%	Increased
621	Alpha Wave Global New York	$65.6M	$0	1	4.24%	Maintained
622	Cambridge Trust Cambridge, Massachusetts	$64.9M	+$14.8M	5	5.98%	Increased
623	GCM GoodHaven Capital Management Millburn, New Jersey	$64.6M	-$1.29M	2	12.11%	Reduced
624	Onex Canada Asset Management Toronto, Ontario, Canada	$64.2M	+$14.4M	2	4.12%	Increased
625	Vision Capital Management Portland, Oregon	$63.9M	+$14.8M	4	7.79%	Increased