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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
751	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$42.2M	+$11.2M	2	4.56%	Increased
752	Horan Capital Management Hunt Valley, Maryland	$42.1M	-$2.02M	4	14.54%	Reduced
753	Neville Rodie & Shaw New York	$42.1M	-$3.07M	5	4.56%	Reduced
754	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$42.1M	-$75.9K	3	10.41%	Reduced
755	BCM Brown Capital Management Baltimore, Maryland	$42M	-$875K	6	0.69%	Reduced
756	BFO Boston Family Office Boston, Massachusetts	$42M	+$1.01M	8	5.58%	Increased
757	WCM Investment Management Laguna Beach, California	$41.6M	+$2.54M	3	1.49%	Increased
758	CIBC World Market Toronto, Ontario, Canada	$41.5M	-$96.3M	6	0.16%	Reduced
759	Howland Capital Management Boston, Massachusetts	$41.3M	+$2.68M	5	4.68%	Increased
760	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$41.2M	+$1.04M	4	5.88%	Increased
761	Greenwich Wealth Management Greenwich, Connecticut	$41.2M	-$18.6K	4	2.86%	Reduced
762	CCM Investment Advisers Columbia, South Carolina	$41.2M	+$6.02M	4	4.09%	Increased
763	BAMCO Inc New York	$41.2M	+$11.1M	4	0.17%	Increased
764	Constellation Investments Montgomery, Ohio	$41.2M	+$1.65M	7	10.01%	Increased
765	GAMCO Investors Greenwich, Connecticut	$41.2M	-$2.02M	5	0.22%	Reduced
766	GSA Capital Partners London, United Kingdom	$41.2M	+$31.9M	8	2.93%	Increased
767	WA Wintergreen Advisers Mount Olive, New Jersey	$41M	-$671K	1	4.79%	Reduced
768	Apex Capital Management Dayton, Ohio	$40.8M	+$6.11M	7	1.44%	Increased
769	Mechanics Bank - Trust Department Walnut Creek, California	$40.8M	-$463K	4	9.3%	Reduced
770	CF CNA Financial Chicago, Illinois	$40.6M	-$11.4M	4	8.11%	Reduced
771	ASA Armstrong Shaw Associates New Canaan, Connecticut	$40.5M	-$87.6M	2	4.98%	Reduced
772	ID Integral Derivatives New York	$40.5M	-$32.5M	6	0.77%	Reduced
773	Cambridge Investment Research Advisors Fairfield, Iowa	$40.5M	+$4.12M	6	1.53%	Increased
774	Coldstream Capital Management Bellevue, Washington	$40.4M	-$3.39M	3	13.1%	Reduced
775	Ionic Capital Management New York	$40.3M	+$36.9M	1	1.42%	New