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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	CI Cooper Investors Melbourne, Victoria, Australia	$44.2M	+$98.7K	2	5.98%	Increased
802	RWWM Inc Rocklin, California	$44M	-$393K	1	23.4%	Reduced
803	Windward Capital Management Los Angeles, California	$43.8M	+$3.15M	4	13.94%	Increased
804	Jefferies Group New York	$43.8M	+$3.73M	8	0.3%	Increased
805	Granite Investment Partners El Segundo, California	$43.6M	-$1.4M	5	5.97%	Reduced
806	South Texas Money Management San Antonio, Texas	$43.5M	+$567K	4	2.82%	Increased
807	Bowen Hanes & Co Ponte Vedra Beach, Florida	$43.5M	-$2.26M	3	2.13%	Reduced
808	BBVA USA Bancshares Houston, Texas	$43.5M	+$7.56M	7	1.94%	Increased
809	CCM Century Capital Management Boston, Massachusetts	$43.5M	+$6.08M	4	2.57%	Increased
810	Tufton Capital Management Hunt Valley, Maryland	$43.4M	-$559K	5	8.15%	Reduced
811	GAMCO Investors Greenwich, Connecticut	$43.4M	-$2.13M	5	0.23%	Reduced
812	Edgemoor Investment Advisors Bethesda, Maryland	$43.3M	+$3.52M	3	6.36%	Increased
813	Eastern Bank Boston, Massachusetts	$43.3M	+$1.98M	5	3.5%	Increased
814	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$43.3M	-$3.73M	3	6.03%	Reduced
815	Trillium Asset Management Boston, Massachusetts	$43.3M	-$377K	5	3.74%	Reduced
816	Janney Capital Management Pittsburgh, Pennsylvania	$43.2M	+$1.62M	2	2.61%	Increased
817	TAM Telemark Asset Management Boston, Massachusetts	$43.2M	+$10M	2	11.54%	Increased
818	Foster Dykema Cabot & Co Waltham, Massachusetts	$43.1M	+$179K	4	10.45%	Increased
819	SGA Siguler Guff Advisers New York	$43M	+$43.5M	1	41.12%	New
820	LS Investment Advisors Bloomfield Hills, Michigan	$43M	-$455K	9	3.7%	Reduced
821	Gamble Jones Investment Counsel Pasadena, California	$42.9M	-$8.49K	5	4.74%	Reduced
822	Matrix Asset Advisors White Plains, New York	$42.9M	+$883K	4	4.98%	Increased
823	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$42.9M	+$92.2K	4	5.98%	Increased
824	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$42.8M	+$8.69M	4	6.35%	Increased
825	TGI Tradewinds Global Investors Los Angeles, California	$42.6M	+$9.37M	1	1.57%	Increased