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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
851	RA Rovida Advisors Fort Lauderdale, Florida	$57.6M	+$60.2M	1	12.81%	New
852	Citizens Financial Group Providence, Rhode Island	$57.6M	-$2.36M	11	5.57%	Reduced
853	Sumitomo Life Insurance Tokyo, Japan	$57.6M	+$364K	8	8.21%	Increased
854	CK Cohen Klingenstein New York	$57.4M	-$1.51M	7	9.8%	Reduced
855	Community Trust & Investment Versailles, Kentucky	$57.2M	-$592K	5	6.8%	Reduced
856	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$57.1M	+$8.32M	5	5.49%	Increased
857	Franklin Street Advisors Chapel Hill, North Carolina	$56.9M	+$2.22M	8	10.04%	Increased
858	Newbrook Capital Advisors New York	$56.9M	-$37.5M	1	5.69%	Reduced
859	FFIM Founders Fund II Management San Francisco, California	$56.8M	+$73.8M	1	98.96%	New
860	LGT Capital Partners Pfaeffikon, Switzerland	$55.9M	+$9.03M	4	7.6%	Increased
861	Oaktree Capital Management Los Angeles, California	$55.7M	+$5.7M	2	0.83%	Increased
862	HCMT Highland Capital Management (Texas) Dallas, Texas	$55.5M	-$18.2M	4	2.61%	Reduced
863	Gamble Jones Investment Counsel Pasadena, California	$55.4M	-$1.46M	7	6.14%	Reduced
864	YHB Investment Advisors West Hartford, Connecticut	$55.3M	+$11.6M	7	11.53%	Increased
865	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$55.3M	+$15.4M	6	6.32%	Increased
866	Howard Capital Management (New York) New York	$55.3M	-$829K	5	9.82%	Reduced
867	Check Capital Management Costa Mesa, California	$55.2M	-$6.4M	2	4.2%	Reduced
868	JCM Jag Capital Management St Louis, Missouri	$55.1M	-$3.17M	7	11.17%	Reduced
869	FA FDx Advisors Chicago, Illinois	$54.9M	+$20.9M	11	1.58%	Increased
870	Donaldson Capital Management Evansville, Indiana	$54.9M	+$2.89M	4	6.75%	Increased
871	T TOBAM Paris, France	$54.7M	-$7.3M	1	2.23%	Reduced
872	Huber Capital Management El Segundo, California	$54.6M	-$2.88M	3	2.1%	Reduced
873	Boston Financial Management Boston, Massachusetts	$54.4M	-$769K	6	4.29%	Reduced
874	QV Investors Calgary, Alberta, Canada	$54.1M	+$151K	1	6.06%	Increased
875	Sprucegrove Investment Management Toronto, Ontario, Canada	$54.1M	-$21.7M	3	2.65%	Reduced