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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
801	Central Trust Company Jefferson City, Missouri	$33.8M	-$3.35M	9	3.06%	Reduced
802	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$33.7M	+$3.77M	1	4.99%	Increased
803	CK Cohen Klingenstein New York	$33.5M	-$4.47K	6	7.31%	Reduced
804	PP Prospector Partners Guilford, Connecticut	$33.4M	-$1.79M	3	1.52%	Reduced
805	GCM Glynn Capital Management Menlo Park, California	$33.4M	+$5.3M	4	11%	Increased
806	Martin Currie Edinburgh, United Kingdom	$33.3M	-$8.57M	3	3.58%	Reduced
807	GCM Gabalex Capital Management New York	$33.3M	+$3.29M	1	11.09%	Increased
808	Greenwich Wealth Management Greenwich, Connecticut	$33.3M	-$8.71M	4	2.38%	Reduced
809	FA Friess Associates Greenville, Delaware	$33.1M	-$11.7M	1	2.64%	Reduced
810	Oak Ridge Investments Chicago, Illinois	$33M	-$327K	3	0.91%	Reduced
811	Howland Capital Management Boston, Massachusetts	$33M	+$4.17M	6	4.5%	Increased
812	Lowe Brockenbrough & Co Richmond, Virginia	$33M	+$293K	4	6%	Increased
813	Burney Company Reston, Virginia	$33M	-$410K	5	3.69%	Reduced
814	GIM Gyrus Investment Management Toronto, Ontario, Canada	$33M	+$982K	4	7.23%	Increased
815	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$32.9M	+$1.24M	4	5.51%	Increased
816	OAM Origin Asset Management London, United Kingdom	$32.9M	-$3M	3	2.45%	Reduced
817	Duff & Phelps Investment Management Chicago, Illinois	$32.8M	+$1.07M	5	0.57%	Increased
818	RWWM Inc Rocklin, California	$32.8M	+$4.42M	1	22.89%	Increased
819	WA Wintergreen Advisers Mount Olive, New Jersey	$32.7M	$0	1	3.45%	Maintained
820	Covington Capital Management Los Angeles, California	$32.6M	-$149K	4	3.74%	Reduced
821	Kennedy Capital Management St Louis, Missouri	$32.5M	+$3.33M	2	0.63%	Increased
822	CIBC World Market Toronto, Ontario, Canada	$32.4M	-$188K	5	0.13%	Reduced
823	AWCI Alpine Woods Capital Investors Purchase, New York	$32.3M	-$4.13M	3	1.98%	Reduced
824	Badgley, Phelps & Bell Seattle, Washington	$32.2M	+$45.9K	4	3.62%	Increased
825	Meiji Yasuda Asset Management Tokyo, Japan	$32.1M	-$444K	8	7.25%	Reduced