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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	South Texas Money Management San Antonio, Texas	$111M	-$1.1M	7	4.67%	Reduced
777	TDAM USA Toronto, Ontario, Canada	$111M	+$442K	9	6.74%	Increased
778	Envestnet Asset Management Chicago, Illinois	$111M	-$166M	11	0.19%	Reduced
779	Park National Corp Newark, Ohio	$111M	-$9.31M	7	6.07%	Reduced
780	Carillon Tower Advisers St. Petersburg, Florida	$111M	-$139M	3	0.79%	Reduced
781	SCM Somerset Capital Management London, United Kingdom	$110M	+$2.95M	1	24.99%	Increased
782	WP Wedgewood Partners St Louis, Missouri	$110M	-$12.4M	2	5.5%	Reduced
783	Gamble Jones Investment Counsel Pasadena, California	$110M	+$4.89M	8	10.14%	Increased
784	Luxor Capital Group New York	$109M	-$25.7M	3	2.71%	Reduced
785	CK Cohen Klingenstein New York	$109M	-$320K	8	13.89%	Reduced
786	WorldQuant Millennium Advisors New York	$109M	+$9.22M	7	3.65%	Increased
787	HC Henshaw Capital Woburn, Massachusetts	$109M	+$325K	8	9.15%	Increased
788	R.M. Davis Inc Portland, Maine	$109M	+$9.33M	6	3.94%	Increased
789	Peregrine Capital Management Minneapolis, Minnesota	$109M	-$3.13M	3	2.57%	Reduced
790	Crestwood Advisors Group Boston, Massachusetts	$108M	-$685K	6	7.59%	Reduced
791	Windward Capital Management Los Angeles, California	$108M	-$681K	5	13.43%	Reduced
792	Howland Capital Management Boston, Massachusetts	$108M	-$4.63M	8	8.18%	Reduced
793	Stack Financial Management Whitefish, Montana	$107M	-$2.63M	3	11.6%	Reduced
794	Portolan Capital Management Boston, Massachusetts	$107M	+$20M	4	10.52%	Increased
795	CPWM LLC Seattle, Washington	$106M	+$474K	7	15.14%	Increased
796	RIG Roosevelt Investment Group New York	$106M	+$1.22M	5	9.66%	Increased
797	Howard Capital Management (New York) New York	$106M	-$285K	5	14.15%	Reduced
798	La Financiere de L'Echiquier Paris, France	$106M	+$32.9M	4	19.4%	Increased
799	Kovitz Investment Group Partners Chicago, Illinois	$106M	-$1.48M	7	4.8%	Reduced
800	Glenview Trust Louisville, Kentucky	$105M	+$17.5M	6	6.64%	Increased