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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
726	SM Scoggin Management New York	$40.7M	+$28M	3	3.4%	Increased
727	Boston Financial Management Boston, Massachusetts	$40.5M	-$335K	6	6.08%	Reduced
728	Gotham Asset Management New York	$40.5M	+$13.1M	6	1.31%	Increased
729	MC Muhlenkamp & Co Wexford, Pennsylvania	$40.2M	+$81.8K	3	7.99%	Increased
730	Salem Investment Counselors Winston Salem, North Carolina	$40.1M	-$3.91M	5	5.57%	Reduced
731	WhitTier Trust Company Reno, Nevada	$40M	+$1.17M	10	5.37%	Increased
732	Howard Capital Management (New York) New York	$39.9M	+$964K	4	9.76%	Increased
733	CTC (Chicago Trading Company) Chicago, Illinois	$39.7M	-$29.8M	3	1%	Reduced
734	CF CNA Financial Chicago, Illinois	$39.7M	-$6.48M	4	8.01%	Reduced
735	Avity Investment Management Greenwich, Connecticut	$39.6M	-$1.36M	3	8.19%	Reduced
736	Conning Inc Hartford, Connecticut	$39.5M	+$2.97M	8	3.05%	Increased
737	PRC Platte River Capital Denver, Colorado	$39.4M	-$6.48M	3	4.86%	Reduced
738	Ferguson Wellman Capital Management Portland, Oregon	$39.3M	+$10.5M	6	1.95%	Increased
739	Capstone Investment Advisors New York	$39.1M	+$40.2M	4	0.39%	New
740	VDBMI Van Den Berg Management I Austin, Texas	$39M	-$433K	1	3.17%	Reduced
741	Jefferies Group New York	$38.9M	+$28M	10	0.38%	Increased
742	Foster Dykema Cabot & Co Waltham, Massachusetts	$38.9M	+$14M	4	11.27%	Increased
743	MAM Mizuho Asset Management Tokyo, Japan	$38.8M	-$1.38M	9	5.74%	Reduced
744	Summitry LLC Foster City, California	$38.4M	-$5.76M	3	5.82%	Reduced
745	Waters Parkerson & Co New Orleans, Louisiana	$38.4M	-$5.9M	4	5.17%	Reduced
746	Menora Mivtachim Holdings Ramat Gan, Israel	$38.2M	-$26.9M	5	3.49%	Reduced
747	Newbrook Capital Advisors New York	$38.2M	+$38.7M	1	4.02%	New
748	Meritage Portfolio Management Overland Park, Kansas	$38M	+$791K	5	4.93%	Increased
749	PFM Parsec Financial Management Asheville, North Carolina	$38M	+$603K	5	4.93%	Increased
750	KG Killen Group Berwyn, Pennsylvania	$38M	+$7.56M	2	2.26%	Increased