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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	MVP Miller Value Partners Sarasota, Florida	$139M	-$4.23M	4	5.5%	Reduced
677	BCVI Bain Capital Venture Investors Boston, Massachusetts	$139M	+$108M	2	30.28%	Increased
678	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$138M	+$288K	8	6.24%	Increased
679	Beutel, Goodman & Co Toronto, Ontario, Canada	$138M	-$9.9M	2	1.04%	Reduced
680	Discovery Capital Management South Norwalk, Connecticut	$137M	+$51.4M	5	14.31%	Increased
681	Logan Capital Management Newtown Square, Pennsylvania	$137M	+$8.46M	6	8.44%	Increased
682	BBVA USA Bancshares Houston, Texas	$137M	-$135K	8	8.61%	Reduced
683	Seizert Capital Partners Birmingham, Michigan	$137M	+$23.1M	5	6.14%	Increased
684	Meag Munich Ergo Munich, Germany	$137M	+$77.5M	11	11.25%	Increased
685	Meitav Investment House Bene-Beraq, Israel	$136M	+$10.2M	17	7.61%	Increased
686	MFWM Motley Fool Wealth Management Alexandria, Virginia	$136M	-$768K	3	8.74%	Reduced
687	AA Ancient Art Austin, Texas	$134M	-$11.2M	1	24.45%	Reduced
688	Quantitative Investment Management Charlottesville, Virginia	$134M	+$98.2M	11	7.75%	Increased
689	Stephens Inc Little Rock, Arkansas	$134M	+$8.77M	14	3.18%	Increased
690	Chesley Taft & Associates Chicago, Illinois	$133M	+$9.11M	7	11.09%	Increased
691	Caxton Associates (New York) New York	$133M	-$101M	8	19.3%	Reduced
692	Nippon Life Global Investors Americas New York	$133M	-$11.8M	3	10.66%	Reduced
693	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$133M	-$1.63M	4	9.81%	Reduced
694	GPCM Greenbrier Partners Capital Management Dallas, Texas	$133M	+$3.27M	4	23.55%	Increased
695	Boston Advisors Boston, Massachusetts	$132M	-$14.9M	10	6.75%	Reduced
696	IG Ithaka Group Arlington, Virginia	$132M	-$5.31M	4	21.01%	Reduced
697	Badgley, Phelps & Bell Seattle, Washington	$131M	+$2.28M	8	7.97%	Increased
698	Busey Bank Urbana, Illinois	$131M	+$250K	6	11.88%	Increased
699	General American Investors New York	$131M	-$10.9M	4	12.97%	Reduced
700	Trillium Asset Management Boston, Massachusetts	$131M	+$1.95M	5	6.61%	Increased