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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	Trillium Asset Management Boston, Massachusetts	$38.4M	-$3.85M	5	3.77%	Reduced
802	Anchor Capital Advisors Boston, Massachusetts	$38.1M	+$11.5M	4	0.75%	Increased
803	Old National Bancorp Evansville, Indiana	$38M	-$269K	7	3.47%	Reduced
804	OAM Origin Asset Management London, United Kingdom	$37.9M	+$2.28M	4	2.55%	Increased
805	Busey Bank Urbana, Illinois	$37.9M	+$5.23M	4	5.79%	Increased
806	Atwood & Palmer Kansas City, Missouri	$37.8M	-$3.1M	4	9.32%	Reduced
807	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$37.7M	+$2.03M	4	5.29%	Increased
808	Martin Currie Edinburgh, United Kingdom	$37.6M	-$1.58M	3	3.45%	Reduced
809	RWWM Inc Rocklin, California	$37.6M	+$671K	1	23.19%	Increased
810	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$37.5M	-$10.6M	4	4.66%	Reduced
811	AL AJO LP Philadelphia, Pennsylvania	$37.5M	-$30M	3	0.16%	Reduced
812	Jay A. Fishman Ltd Troy, Michigan	$37.4M	+$1.07M	3	8.39%	Increased
813	GCM Gabalex Capital Management New York	$37.4M	$0	1	11.44%	Maintained
814	Tufton Capital Management Hunt Valley, Maryland	$37.4M	-$2.73M	5	8.01%	Reduced
815	D.J. St. Germain Springfield, Massachusetts	$37.4M	-$1.42M	4	5.47%	Reduced
816	Davidson Investment Advisors Great Falls, Montana	$37.3M	-$3.15M	4	5.69%	Reduced
817	CCM Crestwood Capital Management New York	$37.3M	+$8.33M	1	4.71%	Increased
818	Gamble Jones Investment Counsel Pasadena, California	$37.1M	+$1.29M	5	4.37%	Increased
819	Stratton Management King Of Prussia, Pennsylvania	$37.1M	-$3.2M	5	1.76%	Reduced
820	Covington Capital Management Los Angeles, California	$37M	-$433K	4	3.77%	Reduced
821	AIM Allen Investment Management New York	$36.9M	+$9.29M	3	7.8%	Increased
822	CPM Chesapeake Partners Management Baltimore, Maryland	$36.9M	$0	3	1.82%	Maintained
823	GLG Partners London, United Kingdom	$36.8M	+$4.88M	3	2.56%	Increased
824	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$36.5M	$0	8	3.71%	Maintained
825	LS Investment Advisors Bloomfield Hills, Michigan	$36.5M	+$3.88M	9	3.29%	Increased