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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
776	Gamble Jones Investment Counsel Pasadena, California	$40.2M	+$1.78M	5	4.68%	Increased
777	Anchor Capital Advisors Boston, Massachusetts	$40.2M	-$1.11M	3	0.8%	Reduced
778	Central Trust Company Jefferson City, Missouri	$40.1M	-$276K	9	3.32%	Reduced
779	Eastern Bank Boston, Massachusetts	$40M	-$14.9M	5	3.37%	Reduced
780	Stratton Management King Of Prussia, Pennsylvania	$39.9M	+$995K	4	1.83%	Increased
781	Busey Bank Urbana, Illinois	$39.8M	+$650K	4	6.06%	Increased
782	Webster Bank Waterbury, Connecticut	$39.7M	-$240K	5	5.48%	Reduced
783	Howard Capital Management (New York) New York	$39.7M	+$581K	4	7.81%	Increased
784	Richard Bernstein Advisors New York	$39.6M	+$9.28M	4	5.63%	Increased
785	Washington Trust Westerly, Rhode Island	$39.6M	+$930K	5	2.98%	Increased
786	TCM Tekne Capital Management New York	$39.6M	-$7.3M	1	2.21%	Reduced
787	CR Intrinsic Investors Stamford, Connecticut	$39.6M	-$32.6M	3	1.48%	Reduced
788	WMC Westwood Management Corporation Chicago, Illinois	$39.5M	+$5.04M	3	6.74%	Increased
789	Covington Capital Management Los Angeles, California	$39.4M	+$379K	4	3.85%	Increased
790	MC Muhlenkamp & Co Wexford, Pennsylvania	$39.3M	-$6.61M	3	6.91%	Reduced
791	Martin Currie Edinburgh, United Kingdom	$39.3M	-$331K	3	3.61%	Reduced
792	Old National Bancorp Evansville, Indiana	$39.2M	-$2.61M	6	3.6%	Reduced
793	Shelton Capital Management Denver, Colorado	$39.1M	+$3.36M	7	5.74%	Increased
794	Tufton Capital Management Hunt Valley, Maryland	$39.1M	-$310K	4	8.18%	Reduced
795	GCM Glynn Capital Management Menlo Park, California	$39.1M	+$709K	4	15.38%	Increased
796	Kovitz Investment Group Chicago, Illinois	$38.8M	-$92.2M	3	2%	Reduced
797	Maj Invest Holding A/S Copenhagen K, Denmark	$38.8M	+$6.17M	2	11.01%	Increased
798	South Texas Money Management San Antonio, Texas	$38.7M	+$1.07M	5	2.59%	Increased
799	Capital One National Association New York	$38.6M	+$2.73M	6	3.73%	Increased
800	RWWM Inc Rocklin, California	$38.5M	-$2.43M	1	23.09%	Reduced