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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	Evergreen Capital Management Bellevue, Washington	$89.3M	-$709K	9	8.33%	Reduced
877	Edgemoor Investment Advisors Bethesda, Maryland	$89.3M	-$1.35M	6	11.04%	Reduced
878	Conning Inc Hartford, Connecticut	$89.3M	+$4.84M	9	3.09%	Increased
879	Becker Capital Management Portland, Oregon	$89.2M	-$5.93M	6	3.41%	Reduced
880	Barton Investment Management West Conshohocken, Pennsylvania	$89.1M	-$1.77M	5	14.93%	Reduced
881	3CP 3G Capital Partners New York	$88.8M	-$474K	1	11.74%	Reduced
882	LS Investment Advisors Bloomfield Hills, Michigan	$88.7M	+$3.09M	16	5.18%	Increased
883	Onex Canada Asset Management Toronto, Ontario, Canada	$88.6M	+$7.54M	4	5.54%	Increased
884	North Star Asset Management Neenah, Wisconsin	$88.5M	+$8.07M	9	6.94%	Increased
885	WP Wedgewood Partners St Louis, Missouri	$88.5M	+$18.6M	2	7.84%	Increased
886	Torray Investment Partners Bethesda, Maryland	$88.5M	-$14.7K	5	9.64%	Reduced
887	FC Fairpointe Capital Chicago, Illinois	$88.1M	-$24.8M	4	4.48%	Reduced
888	FA FDx Advisors Chicago, Illinois	$87.8M	-$9.21M	9	6.08%	Reduced
889	ACR Alpine Capital Research St. Louis, Missouri	$87.4M	-$29.9M	1	4.41%	Reduced
890	Junto Capital Management New York	$87.4M	+$73.4M	3	5.19%	Increased
891	Montag & Associates Atlanta, Georgia	$87.3M	+$2.79M	8	7.59%	Increased
892	Bowen Hanes & Co Ponte Vedra Beach, Florida	$87M	-$2.24M	6	3.7%	Reduced
893	Community Trust & Investment Versailles, Kentucky	$86.8M	+$1.64M	3	10.42%	Increased
894	Metropolis Capital Amersham, United Kingdom	$86.8M	-$6.15M	2	17.36%	Reduced
895	Suncoast Equity Management Tampa, Florida	$86.8M	-$4.71M	5	18.39%	Reduced
896	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$86.6M	+$10M	9	4.22%	Increased
897	Miracle Mile Advisors Los Angeles, California	$86.5M	+$16.3M	9	6.06%	Increased
898	Wasatch Advisors Salt Lake City, Utah	$86.5M	+$3.16M	6	0.82%	Increased
899	Sandy Spring Bank Olney, Maryland	$86.3M	+$1.49M	12	6.74%	Increased
900	TM Tikvah Management Charlotte, North Carolina	$85.9M	$0	3	23.95%	Maintained