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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	Chesley Taft & Associates Chicago, Illinois	$117M	+$250K	7	10.05%	Increased
727	SCM Somerset Capital Management London, United Kingdom	$117M	-$653K	1	26.39%	Reduced
728	Crawford Investment Counsel Atlanta, Georgia	$116M	-$5.17M	6	3.7%	Reduced
729	Disciplined Growth Investors Minneapolis, Minnesota	$116M	-$1.66M	1	2.14%	Reduced
730	SRAM Stone Ridge Asset Management New York	$116M	-$18.2M	11	6.59%	Reduced
731	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$116M	+$244K	5	8.88%	Increased
732	ACR Alpine Capital Research St. Louis, Missouri	$116M	-$4.17M	1	6.21%	Reduced
733	FA Friess Associates Greenville, Delaware	$115M	+$62.8K	5	9.12%	Increased
734	Trillium Asset Management Boston, Massachusetts	$115M	+$4.19M	6	6.15%	Increased
735	Busey Bank Urbana, Illinois	$115M	+$168K	6	11.37%	Increased
736	Heritage Investors Management Corp Bethesda, Maryland	$114M	-$1.96M	8	7%	Reduced
737	WCM Investment Management Laguna Beach, California	$114M	-$588M	3	1.18%	Reduced
738	Vaughan David Investments Peoria, Illinois	$114M	-$522K	6	5.31%	Reduced
739	WP Wedgewood Partners St Louis, Missouri	$114M	-$12.7M	2	5.77%	Reduced
740	UIA UG Investment Advisers Taipei, Taiwan	$114M	-$18M	1	60.27%	Reduced
741	Technology Crossover Management IX Menlo Park, California	$113M	$0	1	31.47%	Maintained
742	AIM AIA Investment Management Singapore	$113M	-$3.84M	1	37.73%	Reduced
743	Liberty Mutual Group Asset Management Boston, Massachusetts	$112M	+$850K	13	2.84%	Increased
744	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$112M	+$1.25M	6	8.58%	Increased
745	IFM Investors Melbourne, Australia	$112M	+$34.3M	11	10.56%	Increased
746	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$112M	-$150K	4	19.03%	Reduced
747	WhitTier Trust Company Reno, Nevada	$112M	+$28.2K	14	8.74%	Increased
748	Scout Investments Kansas City, Missouri	$111M	-$12.7M	2	2.52%	Reduced
749	Colony Group Boston, Massachusetts	$111M	+$5.6M	8	5.77%	Increased
750	Richard Bernstein Advisors New York	$111M	-$3.6M	9	3.54%	Reduced