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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	Braun Stacey Associates New York	$86M	+$28.2M	5	5.41%	Increased
677	Philadelphia Trust Company Philadelphia, Pennsylvania	$85.8M	-$2.42M	5	7.19%	Reduced
678	PFC Poplar Forest Capital Pasadena, California	$85.6M	+$21.6M	4	7.6%	Increased
679	Synovus Financial Columbus, Georgia	$85.3M	+$4.8M	12	2.11%	Increased
680	Vaughan David Investments Peoria, Illinois	$85.2M	-$1.11M	4	5.12%	Reduced
681	Shelton Capital Management Denver, Colorado	$85.2M	+$3.07M	10	8.23%	Increased
682	BOK Financial Tulsa, Oklahoma	$84.9M	+$3.26M	10	3.07%	Increased
683	HCMT Highland Capital Management (Texas) Dallas, Texas	$84.6M	+$29.3M	7	2.7%	Increased
684	Ameritas Investment Partners Lincoln, Nebraska	$84.5M	+$15.4M	9	5.71%	Increased
685	Tudor Investment Corp Stamford, Connecticut	$84.2M	+$35.3M	11	2.36%	Increased
686	Darrell & King Charlottesville, Virginia	$83.9M	+$84.1M	4	14%	New
687	Check Capital Management Costa Mesa, California	$83.6M	-$4.16M	3	7.99%	Reduced
688	Owl Creek Asset Management New York	$83.4M	+$23.4M	2	4.75%	Increased
689	Jupiter Asset Management London, United Kingdom	$83.3M	+$28.2M	3	3.06%	Increased
690	CAM Centre Asset Management New York	$83.3M	-$2.72M	5	14.29%	Reduced
691	Hardman Johnston Global Advisors Stamford, Connecticut	$83.1M	-$5.5M	4	5.51%	Reduced
692	AAM Ardevora Asset Management London, United Kingdom	$82.7M	+$55.3M	5	5.47%	Increased
693	AIM Allen Investment Management New York	$82.3M	+$3.54M	5	6.89%	Increased
694	Cincinnati Financial Corp Fairfield, Ohio	$81.7M	$0	2	5.17%	Maintained
695	SC Stralem & Co New York	$81.2M	-$34.9M	3	8.22%	Reduced
696	Onex Canada Asset Management Toronto, Ontario, Canada	$80.8M	-$26M	5	5.87%	Reduced
697	Inverness Counsel New York	$80.7M	+$5.24M	4	6.11%	Increased
698	Stack Financial Management Whitefish, Montana	$80.7M	-$585K	3	10.2%	Reduced
699	DF Dent & Co Baltimore, Maryland	$80.6M	-$1.52M	4	2.26%	Reduced
700	Windward Capital Management Los Angeles, California	$80.5M	+$17.8M	6	16.04%	Increased