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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	MC Maplelane Capital New York	$42.3M	+$20.3M	3	2.68%	Increased
752	Waters Parkerson & Co New Orleans, Louisiana	$42.3M	+$236K	4	5.06%	Increased
753	QV Investors Calgary, Alberta, Canada	$42.3M	+$41M	1	5.84%	New
754	Constellation Investments Montgomery, Ohio	$42M	+$394K	7	9.71%	Increased
755	Kovitz Investment Group Chicago, Illinois	$41.9M	-$6.48M	3	2.18%	Reduced
756	Trillium Asset Management Boston, Massachusetts	$41.8M	+$4.02M	5	3.58%	Increased
757	Neville Rodie & Shaw New York	$41.7M	-$188K	5	4.18%	Reduced
758	Coldstream Capital Management Bellevue, Washington	$41.4M	+$278K	4	12.16%	Increased
759	Windward Capital Management Los Angeles, California	$41.3M	-$4.56M	4	14.11%	Reduced
760	NBT Bank Norwich, New York	$41.2M	-$2.73M	4	6.25%	Reduced
761	PVH Psagot Value Holdings Tel Aviv, Israel	$41.2M	+$20.6M	4	1.37%	Increased
762	Busey Bank Urbana, Illinois	$41.1M	+$1.04M	4	5.91%	Increased
763	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$40.7M	+$1.65M	4	5.88%	Increased
764	Gamble Jones Investment Counsel Pasadena, California	$40.6M	+$478K	5	4.54%	Increased
765	GMIM General Motors Investment Management New York	$40.5M	-$2.11M	6	3.27%	Reduced
766	Washington Trust Westerly, Rhode Island	$40.2M	+$1.71M	5	2.95%	Increased
767	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$40.2M	+$20.2M	2	7.53%	Increased
768	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$40.2M	+$1.22M	1	4.57%	Increased
769	Covington Capital Management Los Angeles, California	$40.1M	-$160K	4	3.64%	Reduced
770	Eastern Bank Boston, Massachusetts	$40M	-$145K	5	3.24%	Reduced
771	Anchor Capital Advisors Boston, Massachusetts	$40M	-$574K	4	0.77%	Reduced
772	RWWM Inc Rocklin, California	$39.9M	+$763K	1	21.64%	Increased
773	Richard Bernstein Advisors New York	$39.9M	-$10.9K	4	4.69%	Reduced
774	BFO Boston Family Office Boston, Massachusetts	$39.8M	-$114K	8	5.05%	Reduced
775	TCA Taconic Capital Advisors New York	$39.6M	-$4.05M	1	1.73%	Reduced