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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	Horan Capital Management Hunt Valley, Maryland	$71.4M	+$10.9M	5	20.15%	Increased
627	Amica Mutual Insurance Providence, Rhode Island	$71.4M	-$1.28M	7	5.85%	Reduced
628	Logan Capital Management Newtown Square, Pennsylvania	$71.3M	-$1.49M	6	5.03%	Reduced
629	Capital International Inc Los Angeles, California	$71.3M	-$41.7M	7	5.36%	Reduced
630	Inverness Counsel New York	$71M	+$12.4M	4	5.22%	Increased
631	Vision Capital Management Portland, Oregon	$70.9M	-$13.9M	3	10.62%	Reduced
632	Heritage Investors Management Corp Bethesda, Maryland	$70.8M	+$2.94M	5	5.47%	Increased
633	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$70.7M	+$34.5M	1	6.91%	Increased
634	Edgar Lomax Company Kingstowne, Virginia	$70.6M	+$48.7M	3	4.61%	Increased
635	Jericho Capital Asset Management New York	$70.3M	-$62.6M	1	4.66%	Reduced
636	MVP Miller Value Partners Sarasota, Florida	$70.2M	-$21.8M	2	2.45%	Reduced
637	Chubb Corp Warren, New Jersey	$70M	$0	3	3.64%	Maintained
638	Cincinnati Financial Corp Fairfield, Ohio	$69.9M	$0	2	4.22%	Maintained
639	Perpetual Ltd Sydney, New South Wales, Australia	$69.7M	+$21.5M	4	7.86%	Increased
640	Menora Mivtachim Holdings Ramat Gan, Israel	$69.5M	+$1.53M	1	5.62%	Increased
641	SCGE Management Menlo Park, California	$69.5M	-$5.28M	2	9.99%	Reduced
642	SCM Suffolk Capital Management New York	$69.3M	+$23.7M	5	8.13%	Increased
643	Ally Financial Detroit, Michigan	$69.1M	-$4.13M	7	7.15%	Reduced
644	RWC Asset Management London, United Kingdom	$69M	+$22.4M	4	5.59%	Increased
645	Boston Advisors Boston, Massachusetts	$68.7M	-$4.56M	5	2.71%	Reduced
646	Congress Asset Management Boston, Massachusetts	$68.6M	-$313K	5	1.65%	Reduced
647	EPCM Eton Park Capital Management New York	$68.5M	+$73.3M	1	1.98%	New
648	Hermes Investment Management London Uk, United Kingdom	$68.4M	+$7.42M	3	1.59%	Increased
649	National Penn Investors Trust Wyomissing, Pennsylvania	$68.2M	+$2.74M	4	7.21%	Increased
650	Synovus Financial Columbus, Georgia	$67.8M	+$3.62M	8	1.75%	Increased