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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	EdgePoint Investment Group Toronto, Ontario, Canada	$244M	+$32.8M	1	1.89%	Increased
702	Weitz Investment Management Omaha, Nebraska	$244M	$0	4	10.2%	Maintained
703	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$243M	+$15.1M	6	7.91%	Increased
704	Clark Capital Management Group Philadelphia, Pennsylvania	$243M	+$9.6M	7	3.32%	Increased
705	TA Trivest Advisors Hong Kong	$242M	-$13.2M	4	28.45%	Reduced
706	O'Shaughnessy Asset Management Stamford, Connecticut	$242M	+$16.6M	25	4.95%	Increased
707	Maryland Capital Management Towson, Maryland	$241M	-$3.64M	6	14.46%	Reduced
708	GIM Growth Interface Management Orlando, Florida	$241M	+$23.3M	2	26.52%	Increased
709	Brinker Capital Investments Berwyn, Pennsylvania	$239M	-$4.01M	15	3.78%	Reduced
710	Carnegie Investment Counsel Pepper Pike, Ohio	$239M	-$1.93M	8	8.98%	Reduced
711	WesBanco Bank Wheeling, West Virginia	$239M	-$9.8M	8	9.16%	Reduced
712	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$238M	+$13.5M	5	16.68%	Increased
713	MassMutual Private Wealth & Trust Windsor, Connecticut	$238M	+$2.59M	15	9.84%	Increased
714	Osterweis Capital Management San Francisco, California	$238M	-$30.4M	5	12.97%	Reduced
715	Natixis Investment Managers International Paris, France	$237M	+$6.68M	7	13.78%	Increased
716	Raymond James Trust St. Petersburg, Florida	$237M	-$4.07M	14	7.91%	Reduced
717	HP Hound Partners New York	$237M	+$31.4M	4	12.59%	Increased
718	Banque Cantonale Vaudoise Lausanne, Switzerland	$234M	+$25.2M	24	10.06%	Increased
719	Glenview Trust Louisville, Kentucky	$233M	+$3.33M	7	9.02%	Increased
720	NewEdge Advisors New Orleans, Louisiana	$233M	+$30.2M	16	5.77%	Increased
721	Unigestion Holding Geneva, Switzerland	$231M	-$33.8M	6	9.35%	Reduced
722	J.L. Bainbridge & Co Sarasota, Florida	$231M	-$26.3M	5	27.57%	Reduced
723	Coldstream Capital Management Bellevue, Washington	$231M	+$69.7M	7	11.17%	Increased
724	BFM Blacksheep Fund Management Co. Dublin, Ireland	$230M	+$14.6M	2	27.26%	Increased
725	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$230M	+$55.9M	6	8.1%	Increased