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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	Capital International Sarl Los Angeles, California	$68.5M	+$3.09M	7	6.14%	Increased
677	Northeast Investment Management Boston, Massachusetts	$68.3M	+$2.71M	6	7.38%	Increased
678	Onex Canada Asset Management Toronto, Ontario, Canada	$68.3M	+$14.7M	2	6.6%	Increased
679	Shelton Capital Management Denver, Colorado	$67.9M	+$4.29M	7	7.48%	Increased
680	RIG Roosevelt Investment Group New York	$67.9M	-$2.02M	4	4.4%	Reduced
681	UMB Bank Kansas City, Missouri	$67.5M	+$8.67M	6	3.97%	Increased
682	AIM Allen Investment Management New York	$67.5M	+$7.41M	3	6.48%	Increased
683	Moore Capital Management New York	$67.5M	-$84.3M	4	3.15%	Reduced
684	Logan Capital Management Newtown Square, Pennsylvania	$67.2M	-$4.27M	6	5.6%	Reduced
685	Meag Munich Ergo Munich, Germany	$67.2M	-$9.8M	3	3.6%	Reduced
686	Ingalls & Snyder LLC New York	$67.1M	+$829K	4	4.39%	Increased
687	ALA Atherton Lane Advisers Menlo Park, California	$66.4M	+$1.26M	6	4.15%	Increased
688	DF Dent & Co Baltimore, Maryland	$66.3M	+$61.5M	4	1.88%	Increased
689	HP Holowesko Partners Nassau, Bahamas	$66.2M	-$8.53M	1	4.61%	Reduced
690	Academy Capital Management Waco, Texas	$65.9M	+$270K	5	13.05%	Increased
691	Nomura Holdings Tokyo, Japan	$65.6M	-$89.2M	10	0.24%	Reduced
692	ARTA A.R.T. Advisors New York	$65.2M	+$10.4M	5	2.42%	Increased
693	Edgar Lomax Company Kingstowne, Virginia	$64.4M	-$2.33M	3	4.89%	Reduced
694	South Texas Money Management San Antonio, Texas	$64.3M	+$13.7M	4	3.88%	Increased
695	Cramer Rosenthal McGlynn Stamford, Connecticut	$64.2M	-$15.4M	3	0.87%	Reduced
696	Becker Capital Management Portland, Oregon	$64M	-$27.5M	5	2.89%	Reduced
697	KCM Kingdon Capital Management New York	$63.9M	+$61.5M	1	3.08%	New
698	RP RBS Partners Bay Harbor Islands, Florida	$63.8M	+$68M	1	4.07%	New
699	Horan Capital Management Hunt Valley, Maryland	$63.7M	-$11.4M	6	18.68%	Reduced
700	VanEck Associates New York	$63.7M	-$6.89M	6	0.49%	Reduced