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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
876	Quest Investment Management Lake Oswego, Oregon	$63M	-$768K	5	8.37%	Reduced
877	River Road Asset Management Louisville, Kentucky	$62.9M	-$63.1M	2	1.22%	Reduced
878	Greenwoods Asset Management Grand Cayman, Cayman Islands	$62.4M	-$21.9M	1	7.28%	Reduced
879	Gamble Jones Investment Counsel Pasadena, California	$62.1M	-$1.29M	7	6.51%	Reduced
880	IG Ithaka Group Arlington, Virginia	$61.9M	+$520K	3	11.24%	Increased
881	Wilmington Savings Fund Society Wilmington, Delaware	$61.8M	-$4.35M	6	3.68%	Reduced
882	Edgar Lomax Company Kingstowne, Virginia	$61.5M	-$1.78M	1	4.2%	Reduced
883	Coldstream Capital Management Bellevue, Washington	$61.2M	-$2.63M	8	7.89%	Reduced
884	DCM Decatur Capital Management Decatur, Georgia	$61.2M	+$6.56M	3	12.85%	Increased
885	MUFG Securities EMEA London, United Kingdom	$61M	-$34M	2	2.28%	Reduced
886	CAM Centre Asset Management New York	$60.9M	+$2.06M	4	16.24%	Increased
887	Neville Rodie & Shaw New York	$60.8M	+$1.56M	7	6.94%	Increased
888	PC Passport Capital San Francisco, California	$60.7M	-$75.8M	3	8.1%	Reduced
889	Raymond James Trust St. Petersburg, Florida	$60.5M	+$10.2K	9	4.52%	Increased
890	MCM Marcato Capital Management San Francisco, California	$60.4M	+$60.4M	1	7.52%	New
891	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$60.3M	-$3.33M	3	8.52%	Reduced
892	Bowen Hanes & Co Ponte Vedra Beach, Florida	$60.3M	-$3.02M	6	2.95%	Reduced
893	Virtu KCG Holdings New York	$60.2M	+$16.9M	14	1.67%	Increased
894	Essex Investment Management Boston, Massachusetts	$60.2M	+$1.18M	6	8.62%	Increased
895	DS Dalal Street West Lake Hills, Texas	$60.2M	$0	1	14.88%	Maintained
896	VCM Violich Capital Management San Francisco, California	$60.1M	-$230K	5	17.55%	Reduced
897	Eastern Bank Boston, Massachusetts	$60.1M	-$308K	6	4.42%	Reduced
898	FineMark National Bank & Trust Fort Myers, Florida	$59.8M	+$2.28M	6	4.29%	Increased
899	RCM Roystone Capital Management New York	$59.7M	+$26.6M	1	3.97%	Increased
900	Meritage Portfolio Management Overland Park, Kansas	$59.5M	-$8.64M	4	6.12%	Reduced