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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
676	Ferguson Wellman Capital Management Portland, Oregon	$55M	+$8.21M	6	2.48%	Increased
677	CBCM Cook & Bynum Capital Management Birmingham, Alabama	$54.5M	$0	1	31.64%	Maintained
678	Eastern Bank Boston, Massachusetts	$54.1M	+$9.5M	5	4.61%	Increased
679	Perkins Investment Management Chicago, Illinois	$53.7M	+$10M	3	0.37%	Increased
680	IHL Investment House LLC Redondo Beach, California	$53.7M	-$713K	5	9.69%	Reduced
681	CTC (Chicago Trading Company) Chicago, Illinois	$53.7M	+$3.47M	1	0.88%	Increased
682	Chesley Taft & Associates Chicago, Illinois	$53.4M	-$1.86M	5	5.33%	Reduced
683	FCI Financial Counselors Inc Overland Park, Kansas	$53.4M	+$990K	5	4%	Increased
684	St. James Investment Company Southlake, Texas	$53.2M	-$467K	1	5.87%	Reduced
685	MIM Martin Investment Management Palm Beach Gardens, Florida	$53.2M	+$2.45M	3	9.81%	Increased
686	AC Amiya Capital London, United Kingdom	$53.1M	+$31.7M	1	17.86%	Increased
687	WMS Partners Towson, Maryland	$53.1M	-$62.5K	6	8.76%	Reduced
688	Windward Capital Management Los Angeles, California	$52.8M	-$806K	5	18.33%	Reduced
689	CP Coho Partners Berwyn, Pennsylvania	$52.8M	+$617K	2	4.45%	Increased
690	SAM Sheffield Asset Management Chicago, Illinois	$52.7M	+$50.4M	2	7.13%	New
691	HBK Investments Dallas, Texas	$52.6M	-$7.23M	5	1.01%	Reduced
692	Mogy Joel R Investment Counsel Beverly Hills, California	$52.4M	-$2.4M	5	11.08%	Reduced
693	Onex Canada Asset Management Toronto, Ontario, Canada	$52.1M	-$42.9M	2	2.8%	Reduced
694	ACR Alpine Capital Research St. Louis, Missouri	$51.8M	+$3.88M	1	10.45%	Increased
695	Advisors Asset Management Monument, Colorado	$51.5M	+$11M	9	0.83%	Increased
696	SR Sloane Robinson London, United Kingdom	$51.5M	+$27.1M	1	30.12%	Increased
697	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$51.3M	-$3.01M	5	3.82%	Reduced
698	Greystone Managed Investments Regina, Saskatchewan, Canada	$51M	-$39.4M	2	0.83%	Reduced
699	SCM Stux Capital Management New York	$50.7M	-$12.1M	7	6.02%	Reduced
700	ECM Empire Capital Management Westport, Connecticut	$50.6M	+$2.93M	2	6.9%	Increased