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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	NorthCoast Asset Management Greenwich, Connecticut	$52.6M	-$1.35M	4	2.87%	Reduced
752	Palladium Partners Norfolk, Virginia	$52.5M	+$343K	4	5.18%	Increased
753	Gamble Jones Investment Counsel Pasadena, California	$52.2M	+$432K	7	6.01%	Increased
754	Sumitomo Life Insurance Tokyo, Japan	$52.1M	-$316K	6	6.91%	Reduced
755	National Penn Investors Trust Wyomissing, Pennsylvania	$51.8M	-$3.24M	4	5.99%	Reduced
756	Howland Capital Management Boston, Massachusetts	$51.5M	+$1.36M	6	5.61%	Increased
757	QV Investors Calgary, Alberta, Canada	$51.5M	+$1.22M	1	6.17%	Increased
758	PFC Poplar Forest Capital Pasadena, California	$51.3M	+$937K	4	4.77%	Increased
759	BCM Bluefin Capital Management New York	$51M	+$21.5M	3	3.11%	Increased
760	Cambridge Investment Research Advisors Fairfield, Iowa	$50.9M	+$7.33M	7	1.46%	Increased
761	Calvert Investment Management Bethesda, Maryland	$50.8M	+$388K	6	2.54%	Increased
762	Cannell & Co New York	$50.7M	+$8.76M	5	1.65%	Increased
763	AC Amici Capital New York	$50.7M	-$24.7M	1	2.43%	Reduced
764	Constellation Investments Montgomery, Ohio	$50.7M	+$218K	7	10.48%	Increased
765	Cortland Associates St Louis, Missouri	$50.7M	-$71.6K	5	11.76%	Reduced
766	Windward Capital Management Los Angeles, California	$50.6M	+$1.08M	4	13.78%	Increased
767	Cohen & Steers New York	$50.6M	+$7.07K	5	0.15%	Increased
768	Busey Bank Urbana, Illinois	$50.4M	+$2.82M	5	7.21%	Increased
769	IAM Impala Asset Management Palm Beach, Florida	$50.2M	+$51.3M	3	3.01%	New
770	WhitTier Trust Company Reno, Nevada	$50.2M	-$750K	9	6.14%	Reduced
771	Columbus Hill Capital Management Short Hills, New Jersey	$50.1M	+$3.09M	2	7.33%	Increased
772	Arden Trust Wilmington, Delaware	$50M	+$14.7M	8	4.13%	Increased
773	TI Tyrian Investments New York	$50M	+$50.6M	2	16.78%	New
774	RWWM Inc Rocklin, California	$49.9M	+$10.2M	2	24.81%	Increased
775	GW Henssler & Associates Kennesaw, Georgia	$49.6M	-$2.11M	4	5.69%	Reduced