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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	GA Greenhaven Associates Purchase, New York	$68.5M	-$3.55M	1	1.3%	Reduced
602	Vision Capital Management Portland, Oregon	$68.1M	+$3.86M	4	8.13%	Increased
603	Academy Capital Management Waco, Texas	$68M	-$6.59M	4	13.92%	Reduced
604	Northeast Investment Management Boston, Massachusetts	$67.9M	-$2.45M	6	6.82%	Reduced
605	National Penn Investors Trust Wyomissing, Pennsylvania	$67.9M	-$3.4M	4	7.97%	Reduced
606	Wilmington Trust National Association Wilmington, Delaware	$67.8M	-$131K	6	2.34%	Reduced
607	TP Theleme Partners London, United Kingdom	$67.4M	+$42.4M	1	4.48%	Increased
608	SCM Suffolk Capital Management New York	$67.4M	+$7.75M	5	8.14%	Increased
609	Smith Group Asset Management Dallas, Texas	$67.3M	-$13.6M	6	2.48%	Reduced
610	Zacks Investment Management Chicago, Illinois	$67.3M	-$4.96M	6	2.39%	Reduced
611	Congress Asset Management Boston, Massachusetts	$67.2M	-$8.85M	4	1.71%	Reduced
612	ACR Alpine Capital Research St. Louis, Missouri	$67.1M	+$3.34M	1	10.27%	Increased
613	Palladium Partners Norfolk, Virginia	$67M	+$5.37M	4	5.96%	Increased
614	GCM GoodHaven Capital Management Millburn, New Jersey	$67M	+$693K	2	11.99%	Increased
615	PFU Parus Finance (UK) London, United Kingdom	$67M	+$20.5M	2	13.96%	Increased
616	Cooke & Bieler Philadelphia, Pennsylvania	$66.8M	-$2.59M	2	1.52%	Reduced
617	RIG Roosevelt Investment Group New York	$66.7M	+$47.9M	3	2.84%	Increased
618	Coronation Asset Management Cape Town, South Africa	$66.2M	+$59.8M	3	3.99%	Increased
619	Ameritas Investment Partners Lincoln, Nebraska	$66.2M	-$2.46M	7	4.76%	Reduced
620	Synovus Financial Columbus, Georgia	$66M	-$1.16M	8	1.87%	Reduced
621	First National Bank of Omaha Omaha, Nebraska	$65.9M	-$1.37M	6	4.65%	Reduced
622	Braun Stacey Associates New York	$65.9M	-$8.37M	5	3.92%	Reduced
623	Sumitomo Life Insurance Tokyo, Japan	$65.8M	-$4.63M	6	6.29%	Reduced
624	Dana Investment Advisors Waukesha, Wisconsin	$65.7M	+$7.07M	4	3.84%	Increased
625	IIM Ivory Investment Management New York	$65.4M	+$47M	1	1.86%	Increased