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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	Churchill Management Los Angeles, California	$63.9M	+$462K	4	2.51%	Increased
627	Estabrook Capital Management New York	$62.8M	-$1.52M	5	6.39%	Reduced
628	ACR Alpine Capital Research St. Louis, Missouri	$62.6M	+$5.36M	1	10.43%	Increased
629	HS Huntington Steele Oaks, Pennsylvania	$62.5M	+$91.9K	4	28.34%	Increased
630	Pensioenfonds Rail & OV Utrecht, Netherlands	$62.4M	-$62.6M	1	2.64%	Reduced
631	Palladium Partners Norfolk, Virginia	$62.2M	+$8.69M	6	5.7%	Increased
632	Creative Planning Overland Park, Kansas	$62.2M	-$2.37M	12	0.94%	Reduced
633	JMH J.M. Hartwell New York	$61.8M	-$2M	3	12.78%	Reduced
634	Edgar Lomax Company Kingstowne, Virginia	$61.5M	-$4.11M	1	4.54%	Reduced
635	QI Qualcomm Inc San Diego, California	$61M	-$701K	5	3.09%	Reduced
636	HBK Investments Dallas, Texas	$61M	+$14.9M	5	1.12%	Increased
637	R.M. Davis Inc Portland, Maine	$60.8M	-$1.61M	5	3.69%	Reduced
638	CP Coho Partners Berwyn, Pennsylvania	$60.7M	+$6.23M	2	4.49%	Increased
639	Alleghany Corporation New York	$60.1M	$0	4	2.46%	Maintained
640	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$59.7M	$0	1	34.1%	Maintained
641	Advisors Asset Management Monument, Colorado	$59.5M	+$6.86M	9	0.9%	Increased
642	Quest Investment Management Lake Oswego, Oregon	$59.3M	-$2.52M	5	5.57%	Reduced
643	St. James Investment Company Southlake, Texas	$59M	+$652K	1	6.44%	Increased
644	Denver Investment Advisors Denver, Colorado	$59M	-$9.33M	8	1.73%	Reduced
645	Dana Investment Advisors Waukesha, Wisconsin	$58.8M	-$10.5M	4	3.68%	Reduced
646	SCM Suffolk Capital Management New York	$58.8M	-$18.6M	5	7.28%	Reduced
647	Douglas C. Lane & Associates New York	$58.6M	-$45.8M	4	1.88%	Reduced
648	Zweig-DiMenna Associates New York	$58.6M	-$91.2M	3	3.46%	Reduced
649	Weiss Multi-Strategy Advisers New York	$58.5M	+$20.1M	7	1.18%	Increased
650	Ferguson Wellman Capital Management Portland, Oregon	$58M	+$1.08M	6	2.59%	Increased