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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	Nippon Life Insurance Tokyo, Japan	$62.6M	-$61K	9	1.6%	Reduced
777	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$62.6M	+$1.74M	4	12.25%	Increased
778	Overbrook Management Corp New York	$62.5M	+$23.9M	3	10.89%	Increased
779	Arden Trust Wilmington, Delaware	$62.4M	+$4.92M	10	5.26%	Increased
780	Wilmington Savings Fund Society Wilmington, Delaware	$61.9M	-$2.45M	6	3.88%	Reduced
781	SCGE Management Menlo Park, California	$61.8M	-$21.1M	3	9.37%	Reduced
782	Gamble Jones Investment Counsel Pasadena, California	$61.2M	-$1.87M	7	6.76%	Reduced
783	Busey Bank Urbana, Illinois	$61.2M	+$1.32M	7	8.17%	Increased
784	Palladium Partners Norfolk, Virginia	$60.9M	+$1.61M	5	5.64%	Increased
785	Alta Capital Management Salt Lake City, Utah	$60.7M	+$2.33M	5	4.9%	Increased
786	SCM Stevens Capital Management Radnor, Pennsylvania	$60.6M	+$15.9M	7	2.39%	Increased
787	Personal Capital Advisors Redwood City, California	$60.5M	+$5.13M	6	3.31%	Increased
788	RI Redwood Investments Boston, Massachusetts	$60.2M	+$10.7M	4	6.46%	Increased
789	Denver Investment Advisors Denver, Colorado	$60.2M	-$5.23M	8	2.71%	Reduced
790	Scotia Capital Toronto, Ontario, Canada	$59.6M	-$23.9M	6	1.35%	Reduced
791	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$59.5M	+$37.5M	7	11.75%	Increased
792	SKBA Capital Management San Francisco, California	$59.5M	-$21.4M	3	6.03%	Reduced
793	Shapiro Capital Management Atlanta, Georgia	$59.4M	-$7.42M	1	1.73%	Reduced
794	Tokio Marine Asset Management Tokyo, Japan	$59.3M	-$6.07M	11	6.57%	Reduced
795	JMH J.M. Hartwell New York	$59.1M	+$454K	4	13.73%	Increased
796	Edgar Lomax Company Kingstowne, Virginia	$58.9M	-$11.5M	4	4.32%	Reduced
797	IG Ithaka Group Arlington, Virginia	$58.9M	+$7.25M	3	7.86%	Increased
798	Kovitz Investment Group Chicago, Illinois	$58.6M	-$1.47M	4	3.61%	Reduced
799	Granite Investment Partners El Segundo, California	$58.5M	+$2.2M	6	5.28%	Increased
800	Richard Bernstein Advisors New York	$57.7M	+$1.49M	7	7.39%	Increased