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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	Inverness Counsel New York	$61.7M	+$5.21M	4	4.74%	Increased
677	FCI Financial Counselors Inc Overland Park, Kansas	$61.7M	+$6.27M	7	3.91%	Increased
678	Sumitomo Life Insurance Tokyo, Japan	$61.6M	-$4.04M	6	6.11%	Reduced
679	CAM Centre Asset Management New York	$61.2M	-$18.7M	4	9.48%	Reduced
680	IQ EQ Fund Management Dublin 2, Ireland	$60.9M	+$61.2M	4	8.83%	New
681	Denver Investment Advisors Denver, Colorado	$60.7M	-$6.33M	9	1.95%	Reduced
682	UMB Bank Kansas City, Missouri	$60.3M	-$3.75M	5	2.7%	Reduced
683	WI Wafra Inc New York	$60.2M	$0	3	6.21%	Maintained
684	Horan Capital Management Hunt Valley, Maryland	$60.1M	-$56.6K	5	20.73%	Reduced
685	Westwood Holdings Group Dallas, Texas	$60.1M	+$4.75M	2	0.46%	Increased
686	PFU Parus Finance (UK) London, United Kingdom	$60M	-$4.03M	2	12.2%	Reduced
687	Alyeska Investment Group Chicago, Illinois	$59.9M	+$1.94M	4	1.02%	Increased
688	PC PM Capital Sydney, Australia	$59.5M	+$57.8M	2	14.34%	New
689	JCP Jabre Capital Partners Geneva, Switzerland	$59.4M	-$10.5M	4	6.09%	Reduced
690	St. James Investment Company Southlake, Texas	$58.9M	-$2.41M	1	6.42%	Reduced
691	Trillium Asset Management Boston, Massachusetts	$58.8M	+$17.7M	5	4%	Increased
692	Acadian Asset Management Boston, Massachusetts	$58.4M	+$24.5M	10	0.26%	Increased
693	WMS Partners Towson, Maryland	$57.9M	+$613K	6	8.9%	Increased
694	R.M. Davis Inc Portland, Maine	$57.8M	-$223K	5	3.18%	Reduced
695	Shapiro Capital Management Atlanta, Georgia	$57.7M	-$21.3M	1	1.42%	Reduced
696	Philadelphia Trust Company Philadelphia, Pennsylvania	$57.1M	-$24.1M	4	4.59%	Reduced
697	Myriad Asset Management North Point, Hong Kong	$56.7M	-$655M	2	10.1%	Reduced
698	Klingenstein Fields & Co New York	$56.5M	-$15M	5	2.52%	Reduced
699	Alta Capital Management Salt Lake City, Utah	$56.4M	+$1.41M	3	4.71%	Increased
700	SWITC Stewart West Indies Trading Company Boulder, Colorado	$56.2M	$0	2	5.36%	Maintained