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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
701	WMC Westwood Management Corporation Chicago, Illinois	$79.7M	+$13.8M	4	15.1%	Increased
702	MIS Morningstar Investment Services Chicago, Illinois	$78.5M	+$4.22M	6	2.7%	Increased
703	Northeast Investment Management Boston, Massachusetts	$78.3M	+$4.05M	7	8.04%	Increased
704	Twin Capital Management Mcmurray, Pennsylvania	$78.3M	+$2.58M	7	6.06%	Increased
705	Ameritas Investment Partners Lincoln, Nebraska	$78M	-$4.71M	9	5.18%	Reduced
706	SM Seminole Management New York	$77.9M	-$42.1M	2	6.25%	Reduced
707	O'Shaughnessy Asset Management Stamford, Connecticut	$77.8M	-$43.7M	5	1.95%	Reduced
708	HCM Herndon Capital Management Atlanta, Georgia	$77.8M	+$37.3M	3	1.95%	Increased
709	SCM Stevens Capital Management Radnor, Pennsylvania	$77.5M	+$18.7M	7	3.06%	Increased
710	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$76.6M	-$14.5M	2	8.37%	Reduced
711	Windward Capital Management Los Angeles, California	$76.5M	-$159K	6	14.92%	Reduced
712	Chesley Taft & Associates Chicago, Illinois	$76.4M	+$2.56M	6	8.05%	Increased
713	Darrell & King Charlottesville, Virginia	$76.3M	-$4.18M	4	14.43%	Reduced
714	Parallax Volatility Advisers San Francisco, California	$76.2M	-$119M	8	0.17%	Reduced
715	Cambridge Investment Research Advisors Fairfield, Iowa	$76M	+$4.41M	10	1.72%	Increased
716	Amica Mutual Insurance Providence, Rhode Island	$75.9M	+$3.13M	8	7.19%	Increased
717	UMB Bank Kansas City, Missouri	$75.7M	-$3.18M	7	3.23%	Reduced
718	RA Rovida Advisors Fort Lauderdale, Florida	$75.6M	+$36.7M	1	15.56%	Increased
719	SIM Stelliam Investment Management New York	$75.4M	+$25.3M	1	2.33%	Increased
720	Old National Bancorp Evansville, Indiana	$75.3M	+$1.22M	9	4.44%	Increased
721	SC Stralem & Co New York	$74.8M	-$8.02M	3	8.18%	Reduced
722	HS Huntington Steele Oaks, Pennsylvania	$73.2M	-$6.31M	3	29.85%	Reduced
723	Park National Corp Newark, Ohio	$73.2M	+$512K	7	4.84%	Increased
724	Cramer Rosenthal McGlynn Stamford, Connecticut	$72.8M	+$5.48M	4	1.15%	Increased
725	Caledonia Investments plc (UK) London England, United Kingdom	$72.4M	$0	2	22.72%	Maintained