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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	Amica Mutual Insurance Providence, Rhode Island	$72.4M	-$2.42M	8	6.84%	Reduced
752	Mogy Joel R Investment Counsel Beverly Hills, California	$72M	+$634K	6	13.19%	Increased
753	Maryland Capital Management Towson, Maryland	$71.7M	-$1.02M	6	10.76%	Reduced
754	Busey Bank Urbana, Illinois	$71.5M	+$2.84M	7	9.35%	Increased
755	RWWM Inc Rocklin, California	$71.5M	+$1.82M	2	28.16%	Increased
756	Livforsakringsbolaget Skandia Stockholm, Sweden	$71.4M	-$106M	10	3.49%	Reduced
757	WMS Partners Towson, Maryland	$71.4M	+$261K	8	9.56%	Increased
758	Highland Capital Management (Tennessee) Memphis, Tennessee	$71M	+$4.42M	6	5.99%	Increased
759	RIG Roosevelt Investment Group New York	$70.5M	+$5.05M	5	5.57%	Increased
760	Mark Asset Management New York	$70.1M	+$8.74M	5	18.69%	Increased
761	BPI Battery Partners IX Boston, Massachusetts	$69.9M	+$69.9M	1	33.13%	New
762	Granite Investment Partners El Segundo, California	$69.2M	-$2.53M	6	5.16%	Reduced
763	SA Smithwood Advisers Los Angeles, California	$69.1M	-$22.6M	1	28.74%	Reduced
764	AG Aravt Global New York	$68.8M	+$22.5M	1	4.02%	Increased
765	WestEnd Advisors Charlotte, North Carolina	$68.7M	-$33.5M	1	4.93%	Reduced
766	JMH J.M. Hartwell New York	$68.6M	+$6.12M	5	16.42%	Increased
767	Old National Bancorp Evansville, Indiana	$68.5M	-$2.6M	9	3.92%	Reduced
768	Maj Invest Holding A/S Copenhagen K, Denmark	$68.2M	+$17.9M	3	7.15%	Increased
769	First Citizens Bank & Trust Raleigh, North Carolina	$68.1M	-$10.7M	7	6.2%	Reduced
770	First Long Island Investors Jericho, New York	$68.1M	-$1.63M	4	12.33%	Reduced
771	Tokio Marine Asset Management Tokyo, Japan	$68.1M	-$5.86M	11	7.41%	Reduced
772	Horan Capital Management Hunt Valley, Maryland	$67.6M	-$1.33M	5	17.95%	Reduced
773	Blackstone Inc New York	$67.6M	-$181M	1	0.39%	Reduced
774	Badgley, Phelps & Bell Seattle, Washington	$67.4M	-$459K	6	5.93%	Reduced
775	IG Ithaka Group Arlington, Virginia	$67.4M	-$10.6M	3	10.59%	Reduced