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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	Citizens Financial Group Providence, Rhode Island	$59.7M	+$10.9M	10	5.65%	Increased
827	Wilmington Savings Fund Society Wilmington, Delaware	$59.2M	-$1.51M	6	3.73%	Reduced
828	Check Capital Management Costa Mesa, California	$59.1M	-$30.9M	3	4.61%	Reduced
829	Nexus Investment Management Toronto, Ontario, Canada	$58.9M	+$159K	4	10.75%	Increased
830	SG Swarthmore Group Philadelphia, Pennsylvania	$58.9M	-$2.83M	4	11.26%	Reduced
831	Amica Pension Fund Board of Trustees Providence, Rhode Island	$58.8M	-$432K	8	7.61%	Reduced
832	Boston Common Asset Management Boston, Massachusetts	$58.4M	-$81.5K	6	3.18%	Reduced
833	Academy Capital Management Waco, Texas	$58.4M	-$61.9K	5	15.53%	Reduced
834	MFWM Motley Fool Wealth Management Alexandria, Virginia	$58.2M	-$601K	4	6.13%	Reduced
835	Virtu KCG Holdings New York	$58.2M	+$24M	17	1.38%	Increased
836	Chilton Capital Management Houston, Texas	$58.1M	-$5.43M	5	5.86%	Reduced
837	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$58.1M	+$800K	4	7.41%	Increased
838	T TOBAM Paris, France	$57.9M	-$8.97M	2	2.09%	Reduced
839	DCM Decatur Capital Management Decatur, Georgia	$57.9M	+$2.31M	4	7.25%	Increased
840	Meeder Asset Management Dublin, Ohio	$57.8M	-$2.4M	9	4.9%	Reduced
841	Altimeter Capital Management Boston, Massachusetts	$57.7M	+$5.31M	2	3.8%	Increased
842	GPCM Greenbrier Partners Capital Management Dallas, Texas	$57.6M	$0	3	14.71%	Maintained
843	TM Thrax Management New York	$57.5M	-$7.02M	5	20.53%	Reduced
844	South Texas Money Management San Antonio, Texas	$57.5M	-$498K	5	3.18%	Reduced
845	Sumitomo Life Insurance Tokyo, Japan	$57.4M	-$6.19M	8	8.52%	Reduced
846	Think Investments San Francisco, California	$57.2M	-$18.1M	1	24.7%	Reduced
847	Kovitz Investment Group Partners Chicago, Illinois	$57.1M	-$499K	4	3.51%	Reduced
848	Howard Capital Management (New York) New York	$56.7M	-$886K	5	10.3%	Reduced
849	EARNEST Partners Atlanta, Georgia	$56.7M	-$1.76M	2	0.59%	Reduced
850	New Mountain Vantage Advisers New York	$56.6M	-$9.5M	1	3.32%	Reduced