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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	Becker Capital Management Portland, Oregon	$83.9M	-$9.9M	6	3.42%	Reduced
677	Martin Currie Edinburgh, United Kingdom	$83.8M	+$17.3M	5	8.08%	Increased
678	PCM Prime Capital Management Hong Kong	$83.5M	-$17.4M	2	45.84%	Reduced
679	EA Euclid Advisors Hartford, Connecticut	$83.1M	-$31.6M	11	3.61%	Reduced
680	Dana Investment Advisors Waukesha, Wisconsin	$82.8M	+$86.2K	6	3.68%	Increased
681	AC Axon Capital New York	$82.6M	-$2.57M	3	11.92%	Reduced
682	DF Dent & Co Baltimore, Maryland	$82.5M	+$7.09M	5	2.32%	Increased
683	Miller Howard Investments Kingston, New York	$82.5M	-$4.83M	1	1.48%	Reduced
684	CAM Centre Asset Management New York	$82.4M	+$529K	5	14.58%	Increased
685	Associated Banc-Corp Green Bay, Wisconsin	$82.2M	+$566K	6	5.28%	Increased
686	SA Smithwood Advisers Los Angeles, California	$81.9M	$0	1	35.21%	Maintained
687	HS Huntington Steele Oaks, Pennsylvania	$81.8M	+$627	3	30.68%	Increased
688	Nippon Life Global Investors Americas New York	$81.8M	-$517K	4	7.82%	Reduced
689	SIM Stelliam Investment Management New York	$81.7M	+$12.1M	1	2.83%	Increased
690	BOK Financial Tulsa, Oklahoma	$81.7M	+$2.71M	10	2.88%	Increased
691	Crawford Investment Counsel Atlanta, Georgia	$81.3M	+$3.53M	5	3.23%	Increased
692	Windward Capital Management Los Angeles, California	$81.2M	+$117K	5	15.74%	Increased
693	Northeast Investment Management Boston, Massachusetts	$80.9M	+$1.85M	7	8.14%	Increased
694	Cincinnati Financial Corp Fairfield, Ohio	$80.8M	$0	2	4.56%	Maintained
695	Cullen Capital Management New York	$80.6M	-$2.15M	2	2.84%	Reduced
696	Ameritas Investment Partners Lincoln, Nebraska	$80.6M	+$3.13M	9	5.24%	Increased
697	Markel Group Glen Allen, Virginia	$80.3M	+$19.6M	5	2.12%	Increased
698	Philadelphia Trust Company Philadelphia, Pennsylvania	$79.3M	-$6.2M	5	6.86%	Reduced
699	MP MSD Partners New York	$79.2M	$0	1	5.16%	Maintained
700	Stack Financial Management Whitefish, Montana	$79M	-$536K	3	10.05%	Reduced