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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
826	North Star Asset Management Neenah, Wisconsin	$32M	+$1.61M	5	4.19%	Increased
827	D.J. St. Germain Springfield, Massachusetts	$32M	-$15.4M	4	5.15%	Reduced
828	Gamble Jones Investment Counsel Pasadena, California	$32M	+$2.58M	5	4.11%	Increased
829	HS HighVista Strategies Boston, Massachusetts	$31.7M	-$2.41M	4	6.24%	Reduced
830	Woodstock Corp Boston, Massachusetts	$31.7M	-$1.77M	4	6.28%	Reduced
831	Meiji Yasuda Life Insurance Tokyo, Japan	$31.7M	-$516K	8	5.73%	Reduced
832	W.P. Stewart & Co New York	$31.6M	-$2.74M	1	1.67%	Reduced
833	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$31.6M	+$31.5M	8	4.31%	New
834	Stock Yards Bank & Trust Louisville, Kentucky	$31.6M	-$50.5M	4	5.06%	Reduced
835	Sabal Trust St. Petersburg, Florida	$31.6M	+$1.34M	2	4.91%	Increased
836	VCM Violich Capital Management San Francisco, California	$31.3M	-$138K	4	12.2%	Reduced
837	Jay A. Fishman Ltd Troy, Michigan	$31.2M	+$458K	3	7.77%	Increased
838	South Texas Money Management San Antonio, Texas	$30.9M	-$7.43M	4	2.39%	Reduced
839	Constellation Investments Montgomery, Ohio	$30.9M	-$1.07M	7	9.49%	Reduced
840	RGA Red Granite Advisors Milwaukee, Wisconsin	$30.9M	-$6.51M	3	6.84%	Reduced
841	RWC Asset Management London, United Kingdom	$30.9M	+$1.46M	4	3.61%	Increased
842	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$30.8M	+$30.4M	1	2.22%	New
843	Calvert Investment Management Bethesda, Maryland	$30.7M	+$2.04M	5	3.82%	Increased
844	AAM Archipel Asset Management Stockholm, Sweden	$30.7M	+$20.2M	4	6.3%	Increased
845	E. Ohman J:or Asset Management Stockholm, Sweden	$30.6M	+$266K	8	7.74%	Increased
846	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$30.5M	-$243K	8	1.61%	Reduced
847	Edgar Lomax Company Kingstowne, Virginia	$30.5M	-$2.71M	2	2.5%	Reduced
848	Coronation Asset Management Cape Town, South Africa	$30.4M	-$12.5M	2	3.49%	Reduced
849	Franklin Street Advisors Chapel Hill, North Carolina	$30.4M	+$2.72M	6	6.82%	Increased
850	ICC Capital Management Orlando, Florida	$30.3M	-$13.6M	5	2.2%	Reduced