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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	Inverness Counsel New York	$82.6M	+$1.11M	4	5.75%	Increased
727	RCM Riverhead Capital Management Wilmington, Delaware	$82.4M	+$9.06M	11	4.53%	Increased
728	Summitry LLC Foster City, California	$82.4M	-$23.6M	5	7.94%	Reduced
729	Cullen Capital Management New York	$82.4M	-$3.8M	3	2.9%	Reduced
730	CC Carbonado Capital New York	$82.1M	-$44M	2	18.44%	Reduced
731	Empire Life Investments Toronto, Ontario, Canada	$81.6M	-$14.5M	5	7.96%	Reduced
732	Natixis Investment Managers International Paris, France	$81.4M	+$4.73M	9	7.17%	Increased
733	SC Stralem & Co New York	$81.3M	-$4.02M	3	9.52%	Reduced
734	FCI Financial Counselors Inc Overland Park, Kansas	$81.3M	+$4.56M	9	4.16%	Increased
735	Private Advisor Group Morristown, New Jersey	$81.2M	+$11M	11	2.27%	Increased
736	GLG LLC New York	$81.1M	-$4.23M	7	4.48%	Reduced
737	General American Investors New York	$80.8M	-$704K	3	7.91%	Reduced
738	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$80.5M	+$19.8M	5	7.2%	Increased
739	WI Wafra Inc New York	$80.2M	+$9.6M	5	4.11%	Increased
740	Philadelphia Trust Company Philadelphia, Pennsylvania	$80M	-$3.57M	5	6.58%	Reduced
741	Cigna Investments Bloomfield, Connecticut	$80M	+$7.01M	10	5.5%	Increased
742	Mogy Joel R Investment Counsel Beverly Hills, California	$80M	+$432K	6	13.79%	Increased
743	Jefferies Group New York	$79.7M	-$8.96M	14	0.59%	Reduced
744	RWWM Inc Rocklin, California	$79.5M	-$864K	2	28.3%	Reduced
745	HAM Honeycomb Asset Management New York	$79.1M	+$45.3M	3	15.04%	Increased
746	Busey Bank Urbana, Illinois	$79.1M	+$1.59M	7	9.58%	Increased
747	Trillium Asset Management Boston, Massachusetts	$78.9M	-$1.91M	5	5.04%	Reduced
748	Amica Mutual Insurance Providence, Rhode Island	$78.7M	-$465K	8	7.11%	Reduced
749	MFWM Motley Fool Wealth Management Alexandria, Virginia	$78.6M	-$147K	4	7.57%	Reduced
750	Torray Investment Partners Bethesda, Maryland	$78.6M	-$4.71M	6	8.23%	Reduced