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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
626	Alpha Wave Global New York	$66M	$0	1	4.95%	Maintained
627	SIM Sentry Investment Management Stevens Point, Wisconsin	$65.9M	+$6.15M	8	3.56%	Increased
628	QI Qualcomm Inc San Diego, California	$65M	-$12.1M	5	3.38%	Reduced
629	Parallax Volatility Advisers San Francisco, California	$64.4M	+$30.6M	9	0.31%	Increased
630	UMB Bank Kansas City, Missouri	$64.1M	+$6.31M	5	3.52%	Increased
631	Cooke & Bieler Philadelphia, Pennsylvania	$64M	-$4.97M	2	1.46%	Reduced
632	Ingalls & Snyder LLC New York	$63.8M	+$1.66M	6	3.52%	Increased
633	Churchill Management Los Angeles, California	$63.6M	+$42.8M	4	2.44%	Increased
634	Creative Planning Overland Park, Kansas	$63.5M	+$10.1M	13	1.08%	Increased
635	Pinnacle Associates New York	$63.4M	-$583K	7	1.24%	Reduced
636	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$63.3M	+$39.7M	9	0.49%	Increased
637	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$63M	$0	1	4.52%	Maintained
638	First National Bank of Omaha Omaha, Nebraska	$62.7M	+$1.38M	6	4.81%	Increased
639	Park National Corp Newark, Ohio	$62.7M	+$811K	5	4.47%	Increased
640	CI Cooper Investors Melbourne, Victoria, Australia	$62.7M	+$3.25M	2	13.73%	Increased
641	Becker Capital Management Portland, Oregon	$62.5M	-$1.92M	4	2.56%	Reduced
642	GCM GoodHaven Capital Management Millburn, New Jersey	$62.4M	+$2.61M	2	12.84%	Increased
643	JMH J.M. Hartwell New York	$62M	-$4.33M	3	12.72%	Reduced
644	Jane Street New York	$61.9M	+$46.4M	8	0.89%	Increased
645	Loews Corp New York	$61.5M	-$20.7M	3	0.33%	Reduced
646	R.M. Davis Inc Portland, Maine	$61.4M	-$1.97M	5	3.76%	Reduced
647	Quest Investment Management Lake Oswego, Oregon	$61.3M	-$20.7M	5	5.3%	Reduced
648	Estabrook Capital Management New York	$60.6M	-$1.68M	5	6.23%	Reduced
649	Thompson Siegel & Walmsley Richmond, Virginia	$60.3M	-$27.3M	6	1.41%	Reduced
650	Edgar Lomax Company Kingstowne, Virginia	$60.2M	+$26M	2	4.55%	Increased