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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	Philadelphia Trust Company Philadelphia, Pennsylvania	$84.6M	+$1.49M	6	7.19%	Increased
752	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$84.3M	-$1000K	5	7.18%	Reduced
753	Cigna Investments Bloomfield, Connecticut	$83.9M	-$1.48M	12	5.77%	Reduced
754	MFWM Motley Fool Wealth Management Alexandria, Virginia	$83.8M	-$2.06M	4	7.6%	Reduced
755	SC Stralem & Co New York	$83.8M	-$4.76M	3	9.79%	Reduced
756	Fullerton Fund Management Singapore	$83.7M	+$6.26M	1	36.52%	Increased
757	Pacer Advisors Malvern, Pennsylvania	$83.4M	+$24.4M	14	8.25%	Increased
758	Park National Corp Newark, Ohio	$83.4M	+$641K	7	4.95%	Increased
759	Scout Investments Kansas City, Missouri	$83.2M	+$82.8M	1	2.41%	Increased
760	WI Wafra Inc New York	$82.8M	-$3.46M	5	4.19%	Reduced
761	SCM Stevens Capital Management Radnor, Pennsylvania	$82.6M	-$51M	7	3.1%	Reduced
762	PSCM Prince Street Capital Management New York	$82M	-$2.44M	2	13.32%	Reduced
763	Disciplined Growth Investors Minneapolis, Minnesota	$82M	+$400K	1	1.71%	Increased
764	CC Carlson Capital Dallas, Texas	$81.7M	+$17.2M	3	1.17%	Increased
765	Inverness Counsel New York	$81.5M	-$7.2M	5	5.66%	Reduced
766	JMH J.M. Hartwell New York	$81.5M	+$1.28M	5	16.94%	Increased
767	Livforsakringsbolaget Skandia Stockholm, Sweden	$81.5M	+$602K	11	7.48%	Increased
768	Cullen Capital Management New York	$81.3M	-$4.91M	3	2.86%	Reduced
769	Private Advisor Group Morristown, New Jersey	$81.1M	-$7.21M	12	2.2%	Reduced
770	MGM Miura Global Management New York	$81M	+$71M	1	17.75%	New
771	Amica Mutual Insurance Providence, Rhode Island	$80.9M	-$2.04M	8	7.38%	Reduced
772	Empire Life Investments Toronto, Ontario, Canada	$80.8M	-$16.6M	4	7.04%	Reduced
773	Veritable Wilmington, Delaware	$80.7M	+$4.15M	11	1.84%	Increased
774	JPCCM J&P (China) Capital Management Hong Kong, China	$80.2M	+$71.9M	2	16.9%	New
775	Kovitz Investment Group Partners Chicago, Illinois	$80.1M	+$4.63M	9	4.27%	Increased