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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	Becker Capital Management Portland, Oregon	$99.4M	-$1.33M	6	3.53%	Reduced
877	Advisor Partners Walnut Creek, California	$99.4M	+$7.77M	11	10.28%	Increased
878	AAM AO Asset Management New York	$99.3M	+$30.1M	4	9.03%	Increased
879	Azimuth Capital Management Bloomfield Hills, Michigan	$98.9M	+$927K	8	6.01%	Increased
880	HSC Harbor Spring Capital New York	$98.5M	$0	2	10.7%	Maintained
881	KSCM Key Square Capital Management Stamford, Connecticut	$98.4M	-$48.9M	1	32.57%	Reduced
882	Chicago Capital Chicago, Illinois	$98.4M	+$7.5M	6	6%	Increased
883	Eagle Global Advisors Houston, Texas	$98.3M	-$1.95M	7	4.97%	Reduced
884	LS Investment Advisors Bloomfield Hills, Michigan	$97.7M	+$1.98M	16	5.27%	Increased
885	Wedge Capital Management Charlotte, North Carolina	$97.5M	-$6.75M	9	1.09%	Reduced
886	PCM Prime Capital Management Hong Kong	$97M	-$5.93M	1	22.25%	Reduced
887	Boston Common Asset Management Boston, Massachusetts	$96.6M	-$17M	5	11.25%	Reduced
888	Sumitomo Life Insurance Tokyo, Japan	$96.3M	+$5.6M	9	10.91%	Increased
889	Montag & Associates Atlanta, Georgia	$96.2M	+$2.05M	9	7.69%	Increased
890	Community Trust & Investment Versailles, Kentucky	$95.7M	-$319K	3	10.92%	Reduced
891	JCM Jag Capital Management St Louis, Missouri	$95.6M	-$1.13M	7	10.86%	Reduced
892	Cambiar Investors Denver, Colorado	$95.5M	+$37M	2	3.07%	Increased
893	AG Artal Group Luxembourg	$95.4M	$0	1	3.69%	Maintained
894	Polaris Capital Management Boston, Massachusetts	$95.3M	+$2.74M	2	3.93%	Increased
895	ICP Indus Capital Partners New York	$94.9M	-$43.1M	1	18.63%	Reduced
896	ETF Managers Group Summit, New Jersey	$94.9M	-$264K	9	3.3%	Reduced
897	Barton Investment Management West Conshohocken, Pennsylvania	$94.9M	-$294K	5	14.74%	Reduced
898	WM WS Management Jacksonville, Florida	$94.7M	-$22.4M	2	8.12%	Reduced
899	VCM Violich Capital Management San Francisco, California	$94.4M	+$1.74M	5	20.59%	Increased
900	ACR Alpine Capital Research St. Louis, Missouri	$94.3M	-$4.51M	1	4.91%	Reduced