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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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$92.9M	-$5.31M	11	1.1%	Reduced
677	Welch & Forbes Boston, Massachusetts	$92.8M	-$62.8M	4	3.21%	Reduced
678	TT International London, United Kingdom	$92M	+$16.2M	3	25.1%	Increased
679	Associated Banc-Corp Green Bay, Wisconsin	$91.9M	-$857K	6	5.85%	Reduced
680	Cullen Capital Management New York	$91.5M	+$914K	3	3.1%	Increased
681	MIS Morningstar Investment Services Chicago, Illinois	$91M	+$8.84M	5	2.63%	Increased
682	Fullerton Fund Management Singapore	$90M	+$5.93M	1	43.64%	Increased
683	Vaughan David Investments Peoria, Illinois	$90M	-$91.9K	4	4.89%	Reduced
684	Northeast Investment Management Boston, Massachusetts	$89.9M	+$1.04M	7	8.99%	Increased
685	DF Dent & Co Baltimore, Maryland	$88.9M	-$3.66M	5	2.46%	Reduced
686	GLG LLC New York	$88.6M	-$15M	8	6.33%	Reduced
687	SC Shellback Capital Boston, Massachusetts	$88.5M	+$82.5M	4	7.49%	New
688	Advisor Group Phoenix, Arizona	$88.5M	+$2.36M	19	2.13%	Increased
689	Disciplined Growth Investors Minneapolis, Minnesota	$88.4M	+$186K	1	2.1%	Increased
690	Cortland Associates St Louis, Missouri	$88.4M	+$1.18M	5	17.92%	Increased
691	Cincinnati Financial Corp Fairfield, Ohio	$88.3M	$0	2	4.9%	Maintained
692	MI Markston International White Plains, New York	$88.2M	-$4.67M	7	8.26%	Reduced
693	Osterweis Capital Management San Francisco, California	$88.2M	-$11.6M	2	5.31%	Reduced
694	Mairs & Power Inc St Paul, Minnesota	$88M	+$44.3M	6	1.16%	Increased
695	Windward Capital Management Los Angeles, California	$87.9M	-$3M	5	16.41%	Reduced
696	PRCM Pine River Capital Management Minnetonka, Minnesota	$87.6M	-$689K	8	1.51%	Reduced
697	UMB Bank Kansas City, Missouri	$87.6M	+$4.52M	7	3.53%	Increased
698	Chilton Investment Company Stamford, Connecticut	$86.9M	+$33.2M	4	3.39%	Increased
699	3CP 3G Capital Partners New York	$86.5M	+$28.2M	1	6.91%	Increased
700	Ameritas Investment Partners Lincoln, Nebraska	$86.4M	-$3.73M	9	4.7%	Reduced